Work Experience – South Eastern Equine Hospital (2019)
Interests include equine activities, animals, personal fitness, beauty therapy and music
KATIE DE MARCO
Frankston
Summary
Dynamic banking professional with experience in personal lending, customer relationship management, credit assessment, account onboarding, and compliance. A diverse background in banking, construction, racing, and equine industries enhances adaptability and effectiveness in various environments. Communication, organisational, and problem-solving skills help build client trust and support efficient business operations. Committed to delivering exceptional service while ensuring adherence to industry standards and regulations.
Overview
6
6
years of professional experience
Work History
Customer Relationship Officer (Personal Lending) / Former Customer Service Officer & Bank Teller
Bendigo Community Bank
10.2023 - Current
- Promoted to Customer Relationship Officer in February 2025.
- End-to-end processing of personal loan and credit card applications.
- Hold Delegated Lending Authority (DLA) to assess, underwrite and approve lending applications.
- Open and structure personal and business accounts.
- Conduct financial needs analysis and recommend suitable banking solutions.
- Ensure compliance with KYC, AML and internal credit policies.
- Process daily banking transactions and support digital banking services.
- Build long-term customer relationships and provide exceptional customer service.
Trade Assistant
Whitehill Constructions
01.2023 - 10.2023
- Framing, cladding, plastering, fascia and eaves installation, stocktake administration, material collection, site set-outs and traffic control.
Casual Racing Ground Maintenance
Cranbourne Turf Club
01.2023 - 06.2023
- Turf management, rail movements, fencing and race-day track safety operations.
Stable Hand
Sparta Racing
06.2022 - 12.2022
- Stable duties, horse care, race-day preparation, medication administration, pool therapy, veterinary assistance and strapping.
Stable Hand
Griffiths De Kock Racing
05.2021 - 05.2022
- Stable duties, swimming and treadmill therapy, race-day preparation, medication administration and veterinary assistance.
Boost Juice
Cranbourne Centro
11.2020 - 02.2021
- Food preparation, customer service, cash handling and COVID-safe cleaning procedures.
Education
Mathematics, English, Psychology, Biology, Human Development
Elizabeth Murdoch College
01-2021
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Toorak College
01-2016
Skills
- Personal Lending & Credit Assessment
- Delegated Lending Authority (DLA)
- FSRA Tier 2 accreditation
- Customer Relationship Management
- KYC & AML Compliance
- Personal & Business Account Opening
- Cash Handling & Transaction Processing
- Excellent Communication Skills
- Microsoft Office & Industry Software
- Organisation & Time Management
- Teamwork & Self-Motivation
- Equine Handling & Competition Preparation
- Drivers Licence – Manual Vehicle
Interests
Timeline
Customer Relationship Officer (Personal Lending) / Former Customer Service Officer & Bank Teller
Bendigo Community Bank
10.2023 - Current
Trade Assistant
Whitehill Constructions
01.2023 - 10.2023
Casual Racing Ground Maintenance
Cranbourne Turf Club
01.2023 - 06.2023
Stable Hand
Sparta Racing
06.2022 - 12.2022
Stable Hand
Griffiths De Kock Racing
05.2021 - 05.2022
Boost Juice
11.2020 - 02.2021
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Toorak College
Mathematics, English, Psychology, Biology, Human Development
Elizabeth Murdoch College