Summary
Overview
Work History
Education
Skills
Timeline
Generic

Juliet C Peniston-Bird

Kilmore,VIC

Summary

I currently work in Financial Administration as a Service Consultant for the State trustees Limited in Bendigo Victoria. I am a dedicated, proactive and empathetic client centric Client Service consultant who works within an extensive team of financial administrators who support and assist clients to ensure their financial security, where no other provider can meet their financial needs.

With qualifications and twenty-four years' experience in the financial services industry, as well as a Degree in Psychology, Accreditation as a Loss and Grief Counsellor with NAOLAG and one year telephone counselling experience, I have the skills, knowledge and experience to qualify my application for the Client Account Manager position with the Public Trustee of Tasmania. Diligent Service Consultant with comprehensive background in health, safety, and environmental consulting. Effectively implemented safety protocols and compliance measures, leading to improved workplace safety standards. Demonstrated expertise in risk assessment and regulatory compliance, ensuring operational continuity and employee well-being. Mental health professional with strong clinical skills in patient assessment, medication administration, and crisis intervention. Proven ability to work collaboratively with multidisciplinary teams to achieve positive patient outcomes. Adaptable and reliable, consistently meeting evolving needs of healthcare environment. Known for compassionate care, strong communication skills, and focus on patient well-being. Mental health care professional with solid foundation in patient advocacy and support. Proven track record in managing mental health teams and enhancing patient outcomes through collaborative efforts. Known for adaptability and fostering supportive team environment while maintaining high standards of care.

Overview

30
30
years of professional experience

Work History

Mental Health First Aider

State Trustees
09.2023 - Current
  • I apply A Mental Health First Aid Action Plan when observing someone in mental anguish.
  • I Approach the person, assess and assist with any crisis.
  • I listen and communicate non-judgmentally.
  • I Give support and Information.
  • I encourage the person to get appropriate professional help.
  • I encourage other supports.

Customer Service Officer

Westpac
01.1998 - 11.2022
  • Provide customer service face to face in the branch, over the phone or by email.
  • Evaluate customer information to explore issues, develop possible solutions and maintain high quality service.
  • Maintain accurate and current customer data using Service Online and relationship Builder computer software programs.
  • Perform clerical duties as well as processing deposits, withdrawals, international transactions and investigations using spider accounting software.
  • Organise appointments for customers using the relationship builder calender.
  • Organise and prioritise work based on resources, time and other variables.

Loss and Grief Counsellor

Bethlehem Hospital Caulfield
01.1996 - 01.1997
  • Apply Loss and Grief counselling to the public who call GriefLine.
  • Refer the public to other support services when it is not a loss or grief call.
  • Compile basic reports of the type of call and its duration to management for record keeping and quality control/upskilling.

Education

No Degree - Improving The Client Journey - Financial Literacy

ICanLearn
State Trustees Limited.
08-2024

No Degree - Mental Illness

Mental Health First Aid Australia
Royal Parade, Parkville VIC
09-2023

Certificate 3 in Financial Services - Financial Services Marketing Operations

Performance Edge Systems Pty Ltd
North Sydney
07.2014

Bachelor of Science - Behavioural Science

La Trobe University
Bundoora, VIC
01.1998

No Degree - Loss And Grief

National Association of Loss And Grief
Bethlehem Hospital Caulfield
01-1997

Skills

  • Issue and Complaint Resolution
  • Confidential information handling
  • Assessing client expectations
  • Respectful with a commitment to service excellence
  • Data entry accuracy
  • Maintains professionalism in stressful situations
  • Developing strong customer relationships
  • Customer Retention Strategies
  • Effectively addressing customer concerns
  • Customer Account Management
  • Administrative and Office Support
  • Nurturing client connections
  • Regulatory adherence
  • Strong attention to detail
  • Call center operations
  • Call center experience
  • Payment processing
  • Call documentation
  • Active listening
  • Critical thinking
  • Research
  • Professional telephone demeanor
  • De-escalation techniques

Timeline

Mental Health First Aider

State Trustees
09.2023 - Current

Customer Service Officer

Westpac
01.1998 - 11.2022

Loss and Grief Counsellor

Bethlehem Hospital Caulfield
01.1996 - 01.1997

No Degree - Improving The Client Journey - Financial Literacy

ICanLearn

No Degree - Mental Illness

Mental Health First Aid Australia

Certificate 3 in Financial Services - Financial Services Marketing Operations

Performance Edge Systems Pty Ltd

Bachelor of Science - Behavioural Science

La Trobe University

No Degree - Loss And Grief

National Association of Loss And Grief
Juliet C Peniston-Bird