Keren Dugdell
Raymond Terrace,NSW
Summary
Knowledgeable and dedicated customer service professional with extensive experience in finance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
22
22
years of professional experience
Work History
SENIOR MEMBER SERVICE OFFICER - LOANS
G & C Mutual Bank
Newcastle, NSW
11.1999 - Current
- Communication with clients via telephone, email & face-to-face
- Determine best products to place client excellent financial situation
- Obtain relevant information & documentation to complete assessments
- Utilise 3rd party providers
- Adhere to Policy & Procedure
- Promptly respond to inquiries and requests from prospective customers.
- Improve sales abilities and product knowledge on continuous basis to provide optimal service and achieve quotas.
- Seek ways to improve processes and services provided.
- Maintain customer records by updating account information.
- Investigated and resolved customer inquiries and complaints quickly.
- Follow up with customers about resolved issues to maintain high standards of customer service.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Train new personnel regarding company operations, policies and services.
- Communicate professionally with colleagues and clients.
- Meet and exceed KPI's
- Provide exceptional customer services
Education
Certificate IV Financial Services
Australian College of Commerce & Management
SydneySkills
- Teamwork and Collaboration
- Excellent Written & Verbal Communication
- Analytical and Critical Thinking
- Self-Motivated
- Dependable and Responsible
- Problem-Solving
- Strong Team Player
- Exceptional Customer Service Skills
REFEREES
Kerry Foster
G &C Mutual Bank
Local Business Manager
0428 442 656
Michael Blanchard
G & C Mutual Bank
Lending Department Manager
0415 806 980
Timeline
SENIOR MEMBER SERVICE OFFICER - LOANS
G & C Mutual Bank
11.1999 - Current
Certificate IV Financial Services
Australian College of Commerce & Management