KERRY CALLENDER
Perth,WA
Summary
With a proven track record at WESTPAC BANKING CORPORATION, I've excelled in enhancing customer experiences and fostering long-term relationships through expert problem-solving and exceptional communication.
I bring a professional demeanor and passion for continuous improvement and I am dedicated to contributing positively to team goals and organisational growth.
My leadership in branch operations and risk management has significantly contributed to operational efficiency and team collaboration, demonstrating adaptability and a keen eye for detail.
Overview
29
29
years of professional experience
Work History
Personal Banking Specialist
WESTPAC BANKING CORPORATION
MIDLAND GATE, WA
02.2023 - Current
- Educate customers on a variety of retail products and digital solutions, enhancing the customer experience.
- Build strong rapport with both new and existing clients, actively listening to their financial needs and offering personalised solutions.
- Consumer and small business customer appointments assisting with transactional and savings needs, and assisting with cash flow solutions, such as merchant facilities.
- Maintain regular follow-up processes to ensure continued support, and address any evolving financial goals to enhance client satisfaction and foster loyalty, which promotes long-term relationships and strengthens the overall success of the branch.
- Reviewing Home lending products and completing switch requests, fixing interest rates and providing additional discounts when in the customer best interest.
- Performed daily reconciliation of General Ledgers to ensure accuracy of balances.
- Seeking opportunities to refer customers to specialists for new Home lending & Business lending needs.
- Follow operational standards, promoting security, risk management and compliance.
- Arrange Bank Guarantees for lease/bonds.
Personal Banking Advisor
WESTPAC BANKING CORPORATION
MIDLAND GATE, WA
02.2016 - 02.2023
- Meet and greet customers as the first point of contact in the branch, and assist with inquiries and resolve discrepancies in a helpful and timely manner.
- Assisted clients in setting up online banking services, enhancing accessibility and convenience.
- Assisted with opening new accounts and educating customers on the features and benefits of banking products and services.
- General ledger balancing.
- Actively seeking opportunities to refer customers for additional banking products to deepen customer relationships.
Teller
WESTPAC BANKING CORPORATION
Belmont And Kalamunda, WA
06.2011 - 02.2016
- Performed daily balancing of teller drawer within established limits.
- Provided exceptional customer service while accurately processing routine transactions.
- Identified opportunities to refer customers to other areas of the bank for additional services.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Fulfilled diverse duties to provide customer service, maintain accounts, balance and replenish ATMs, CEMs, and CDMs, and process BEDs.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Trained employees on cash drawer operation.
- Handled large volumes of currency quickly and accurately with minimal errors.
Customer Service Manager
WESTPAC BANKING CORPORATION
Morley, WA
03.1998 - 03.2002
- Established positive rapport with customers, managers and customer service team members to maintain positive and successful work environment.
- Upheld quality control policies and risk procedures to ensure a high level of branch security.
- Demonstrated excellent communication skills in resolving product and consumer complaints.
- Monitored staff performance to ensure adherence to customer service standards.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Recruited and trained new employees to meet job requirements.
- Reviewed employee performance, conducting regular one-on-ones, and provided ongoing feedback and coaching to drive performance improvement.
- Delegated work to staff, setting priorities and goals.
- Set clear expectations and helped employees pursue optimal paths for achieving each target.
- Conducted regular training sessions for staff on new products, services, and customer service techniques to improve employee effectiveness.
Relief Officer
WESTPAC BANKING CORPORATION
Morley, WA
05.1996 - 03.1998
- Maintained positive and cooperative working relationships with fellow staff and management.
- Relieved in all teller and customer service roles to provide efficient service when there was a staff shortage between three branches: Morley, Bassendean, and Dianella.
- Completing jobs quickly and accurately, working in different stations to provide optimal coverage and meet production goals.
Education
Accounting and Finance
OPEN COLLEGES
Melbourne, VICSkills
- Problem solving
- Patience
- Excellent communication
- Regulatory compliance and risk management
- Relationship management and team collaboration
- Operational efficiency
- Conflict resolution
- Branch operations and management
- Attention to detail
- Time management
- Multitasking
- Product knowledge
- Adaptability
REFERENCES
BRITTNY KELLY
Westpac Malaga
Bank Manager
0435 704 118
brittny.kelly@westpac.com.au
RHONDA AVERY
13 Convallis Vista
The Vines WA
0417 010 657
Timeline
Personal Banking Specialist
WESTPAC BANKING CORPORATION
02.2023 - Current
Personal Banking Advisor
WESTPAC BANKING CORPORATION
02.2016 - 02.2023
Teller
WESTPAC BANKING CORPORATION
06.2011 - 02.2016
Customer Service Manager
WESTPAC BANKING CORPORATION
03.1998 - 03.2002
Relief Officer
WESTPAC BANKING CORPORATION
05.1996 - 03.1998
Accounting and Finance
OPEN COLLEGES
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