Kasey Kuusisalo
Burnie,TAS
Summary
Dynamic Personal Banking Specialist with Westpac Banking, recognized for enhancing customer satisfaction and driving revenue growth through effective cross-selling and personalized financial advice. Proven expertise in loan processing and exceptional relationship-building skills, consistently achieving sales targets while fostering a collaborative team environment. Committed to delivering outstanding service and ensuring regulatory compliance.
Experienced with personal banking services, focusing on client satisfaction and personalized financial solutions. Utilizes financial advising skills to develop tailored strategies for clients. Track record of enhancing customer relationships and problem-solving to achieve financial goals.
Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.
Dynamic and attentive Job Title specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.
Personable New Accounts Representative with Number years' experience in Industry. Outstanding leadership and organizational abilities with superb verbal and written communication skills. Familiarity with all account types, products and services.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
26
26
years of professional experience
Work History
Personal Banking Specialist
Westpac Banking
09.1999 - Current
- Assisted clients with account inquiries and transaction processing to enhance customer satisfaction.
- Facilitated loan applications by gathering necessary documentation and ensuring compliance with banking policies.
- Provided personalized financial advice to clients, helping them achieve their financial goals and objectives.
- Streamlined account opening procedures, reducing processing time and improving overall efficiency.
- Trained new staff on banking systems and customer service protocols to enhance team performance.
- Analyzed client needs to recommend appropriate banking products, increasing cross-selling opportunities.
- Mentored junior staff in best practices for client interactions, contributing to a collaborative work environment.
- Proactively identified opportunities for cross-selling products and services, increasing overall revenue for the branch.
- Reduced fraud risks by meticulously monitoring account activity and promptly reporting any suspicious transactions or patterns.
- Enhanced customer satisfaction by addressing and resolving complex banking issues.
- Cultivated productive partnerships with other departments within the bank to provide seamless integrated service delivery for clients across multiple areas of need.
- Educated clients on various investment options, enabling them to make informed financial decisions that aligned with their goals.
- Boosted sales of financial products and services through personalized recommendations tailored to individual client needs.
- Developed strong relationships with clients by conducting regular follow-ups and providing ongoing support with all banking needs.
- Collaborated with team members to achieve monthly sales targets consistently, contributing to overall branch success.
- Provided exceptional customer service, resulting in increased customer retention rates and positive feedback from clients.
- Handled high volumes of cash transactions accurately and efficiently while adhering to strict security protocols.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Cross-sold bank products and services to meet customer needs and provide options.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Followed up with customers to gather feedback and provide additional assistance.
- Responded to customer inquiries regarding new accounts and account services.
- Verified customer identity and reviewed documentation for accuracy.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Maintained customer records and updated account information.
- Greeted customers and delivered information about new account processes.
- Presented new and additional products and services to existing customers.
- Explained account terms and conditions to customers.
- Activated new accounts and issued customer identification numbers.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
Education
Certificate IV in Banking Services -
Kaplan Education
Kaplan Professional High School Diploma -
Burnie High School
Cooee, TASCertificate III - Business Administration And Management
TasTAFE
Burnie, TAS09.1998
Skills
- Loan processing
- Cross-selling products
- Debt management
- Banking regulations
- Positive attitude
- Customer service
- Attention to detail
- Branch operations
- Customer satisfaction
- Verbal and written communication
- Cash handling
- Banking policies and procedures
- Relationship building
- Relationship building and management
- Banking
- Interpersonal skills
- Professional appearance
- Issues resolution
- Teller support
- Sales strategy
- Loan application expertise
- Sales growth
- Financial services
- Loans
- Sales expertise
- Fraud prevention
- Branch management
- Account management
- Rapport building
- Opportunity identification
- Upselling
- Financial product sales
- Transaction processing
- Revenue generation
- Regulatory compliance
- Cross-selling and upselling
- Customer financing
- Teamwork
- Teamwork and collaboration
- Problem-solving
- Time management
- Problem-solving abilities
- Multitasking Abilities
- Reliability
- Excellent communication
- Organizational skills
- Team collaboration
- Active listening
- Effective communication
- Adaptability and flexibility
- Decision-making
- Sales experience
- Task prioritization
- Self motivation
- Product knowledge
- Account reconciliation
- Document processing
- Record keeping
- Time management abilities
- Continuous improvement
- Administrative support
Timeline
Personal Banking Specialist
Westpac Banking
09.1999 - Current
Certificate IV in Banking Services -
Kaplan Education
High School Diploma -
Burnie High School
Certificate III - Business Administration And Management
TasTAFE