Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Personal Qualities
Volunteer Experience
References
Timeline
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Joshua Tabone

Keilor East,Victoria

Summary

A man, who is driven and determined to find a position that offers valuable work/experience. Should an opening be available I would jump at the opportunity if given a chance. Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.

Overview

5
5
years of professional experience

Work History

Contact Centre Consultant

BankVic Financial Institution
02.2023 - Current
  • Answer phones, assist clients with general banking enquiries
  • Formulate and email client documents including financial statements, transaction dispute forms, membership application forms, transfer confirmation etc
  • Assist clients with fraudulent transactions including disputes, compromised debit/credit cards, card cancellation/ordering
  • Open up bank accounts such as everyday and savings accounts
  • Set up and open term deposits, reinvestment of Term deposits
  • Assist clients with Internet Banking including password reset
  • Enhance member experience through professional engagement whilst striving to achieve contact center targets/objectives.
  • Reduced fraud losses by implementing effective fraud prevention strategies and monitoring systems.
  • Obtained and reviewed credit reports, credit references, credit insurance and financial statements to establish credit limits for new accounts.
  • Proficient use of Microsoft, ultracs, webex/cisco finesse

Sales & Administration

All Purpose Coatings
03.2022 - 11.2022
  • Sold various products by explaining unique features and educating customers on the correct application of these products
  • Answered incoming telephone calls to provide store, products, and services information
  • Drafted and emailed off quotations to clients whilst following up via both phone/email
  • Completed weekly stock orders, monitored and maintained stock levels.
  • Maintained accurate records, ensuring timely processing of invoices, payments, and financial reports.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Supervised and guided new employees and responded quickly to questions to improve understanding of job responsibilities.

Concession Manager

Aquila - Myer
08.2019 - 01.2021
  • Sales - serving/customer orders - locating and ordering stock for customers
  • Recruitment - Reviewed resumes, interviewed and phoned candidates who were successful staff for casual roles
  • Visual Merchandising - rearranging stock to display sale items and new pieces
  • Training and development of employees to ensure they are up to date with workplace software and protocols
  • Ensure weekly/monthly targets are consistently met.
  • Built long-lasting client relationships through excellent customer service and consistent followups.
  • Led a successful sales team by providing motivational coaching and performance-based incentives.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.

Education

Master of Business Administration -

Swinburne University
12.2023

Bachelor of Business - Management

Swinburne University
12.2020

Skills

  • Coaching and Mentoring
  • Complaint Handling
  • Customer Retention Strategies
  • Problem-solving skills
  • Quality Assurance
  • Fraud prevention
  • Dispute Resolution
  • AML Compliance

Accomplishments

  • Achieved record breaking week at All Purpose coatings 4 weeks in a row.
  • Received a letter of recognition from John King (MYER CEO) and former store manager in response to an email written by an exceptionally thrilled customer of mine.

Additional Information

Able to analyze and interpret information, Ability to handle several tasks/projects, Excellent problem solving skills, Able to work as part of a team, Ability to adapt to new situations and new environments, Excellent client liaison

Personal Qualities

  • Team player
  • Deal extremely well under a busy and high pressure environment
  • Complete multiple tasks as daily work load changes constantly
  • Liaison and networking skills
  • Sensitivity to the needs of a diverse range of clients
  • Extremely well organized
  • Co-operative/team participant
  • Conscientious and highly motivated
  • Flexible & innovative
  • Reliant and punctual
  • Willing and reliable person that uses initiative to gain results

Volunteer Experience

  • JT Property & Real Estate Solutions, Administration Assistant, 06/2014, Present, Preparing invoices, Date order receipts and entering into accounts payable ledges, Filing documents, Developing and updating excel spreadsheets for the financial year
  • Avondale heights Library, 2015, Rearranging book shelves, Putting books away, Assisting with book returns.

References

  • Domenic Carbone, Sales and Warehousing (All Purpose Coatings), 0406 299 973
  • Tony Mignogna, Area Manager for Aquila, 0420 909 470

Timeline

Contact Centre Consultant

BankVic Financial Institution
02.2023 - Current

Sales & Administration

All Purpose Coatings
03.2022 - 11.2022

Concession Manager

Aquila - Myer
08.2019 - 01.2021

Master of Business Administration -

Swinburne University

Bachelor of Business - Management

Swinburne University

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Joshua Tabone