Joyce X Lin
Brisbane,QLD
Summary
Experienced and result-oriented banking professional with a strong track record across both branch and corporate office environments. Skilled in supporting branch managers, relationship managers, and corporate teams, with a focus on delivering exceptional customer service, and achieving business objectives. Proficient in managing client relationships, conducting financial assessments, and ensuring compliance with regulatory standards. Adept at using CRM systems and financial software. Bilingual in English and Mandarin, with strong communication skills, and cultural fluency. Holds a Bachelor’s degree in Commerce (Economics and Financial Planning), and a Graduate Diploma in Arts (Professional Interpreting and Translation).
Overview
7
7
years of professional experience
Work History
Associate Operations
Macquarie Group
Brisbane, QLD
05.2025 - Current
- Serves as a case manager, actively assisting financial advisors across Australia in preparing and submitting their applications, including collecting required documentation and navigating regulatory requirements.
- Resolves stakeholder issues
- Managing corporate actions, ensuring data accuracy, and improving operational efficiency.
- Prepares internal and external correspondence whilst completing administrative tasks
Banking Consultant
Suncorp Bank
Brisbane, QLD
01.2022 - 05.2025
- Support branch managers and lenders with a strong outcome-focus
- Research entities before setting up accurate business accounts
- Educated customers with digital banking
- Liaise internally and externally to deliver seamless outcomes for clients with robust compliance in mind
- Identified sales opportunities and referred customers to branch partners in all financial services
- Recognised needs and referred to appropriate representatives or line of business for cross-selling or service opportunities
- Prequalified new home loan borrower & existing home loan retention
Accounting Assistant
Eclipse Taxation & Business Service
06.2021 - 12.2021
- Delivers high-level customer service
- Receiving incoming calls, directing inquiries accordingly, and/or accurately taking messages.
- Prepare the individual tax return, and request further information or documentation support when necessary.
- Verify financial statements, ledgers, and perform bank reconciliations.
- Maintain the confidentiality of information and privacy records.
- Reconciliation of bank statements and general ledgers
Business development/customer satisfaction specialist
Steinway & Sons
01.2019 - 02.2021
- Overseeing the day-to-day operations of a family-owned business remotely
- Created effective business plans to generate more revenue, including increasing brand recognition and improving customer satisfaction
- Identified areas for continuous improvement and implemented changes as required
- Prepared and analysed budgets and forecasts, planned and developed business and marketing growth-based strategies, and liaised with stakeholders of diverse levels
Education
Graduate Diploma of Arts - Professional Interpreting & Translation
The University of Queensland
07-2022
Bachelor of Commerce - Economics & Financial Planning
Griffith University
12-2020
Skills
- Positive attitude
- Self-motivated
- Bilingual in English and Mandarin
- Diligent
- Reliable
- Excellent time management
- Organizational skills
- Ability to work independently
- Ability to work as part of a team
- Ability to manage competing priorities
- Ability to multitask
- Highly developed analytical skills
- Ability to identify issues
- Strong focus on outcomes
- Strong attention to detail
Timeline
Associate Operations
Macquarie Group
05.2025 - Current
Banking Consultant
Suncorp Bank
01.2022 - 05.2025
Accounting Assistant
Eclipse Taxation & Business Service
06.2021 - 12.2021
Business development/customer satisfaction specialist
Steinway & Sons
01.2019 - 02.2021
Graduate Diploma of Arts - Professional Interpreting & Translation
The University of Queensland
Bachelor of Commerce - Economics & Financial Planning
Griffith University