Summary
Overview
Work History
Education
Skills
Timeline
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Kerry Mcshane

Tingalpa,Australia

Summary

Well organised, motivated individual with a successful work history in providing excellent customer and client services, demonstrating effective solutions professionally within the finance industry. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

21
21
years of professional experience

Work History

Lead, Business Fulfilment

NAB
05.2017 - Current
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • 100% ESAT last quarter.
  • Coached other leads on how to lift heartbeat scores.
  • Managed Risk controls for Documents.
  • Staff Club organiser for all of QLD.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.

Advisor, Business Support

National Australia Bank
01.2013 - 04.2017
  • Creating solutions and problem solving registration of Queensland business Securities
  • Designed Stamping and Registration error process
  • Subject matter expert with multiple states to align one way process
  • Managed risk effectively by closely monitoring client portfolios and making timely adjustments.
  • Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
  • Working as part of a team and providing flexibility and support in daily tasks
  • Leadership responsibilities whilst manager is absent.

Personal Banker

ANZ
01.2012 - 01.2013
  • Maintaining & managing customer’s existing accounts
  • Making recommendations whilst identifying customers banking needs
  • Implementing company compliance regulations daily
  • Managing customers and branch filling systems
  • Daily customer and client contact concerning complex banking issues.

Halifax Bank of Scotland
01.2004 - 01.2010

Education

Skills

  • Highly motivated individual with exceptional proven history in providing creative and innovative solutions
  • Expertise in extensive investigation
  • Proven ability to obtain long term working relationships with team members and customers
  • Accomplished communicator, both in oral and written correspondence, with excellent telephone manner and analytical skills
  • Keen to meet company and personal goals through a results driven work ethic
  • Experienced complaint manager, with expertise in negotiating compensation payments and account solutions
  • Proficient in Microsoft Word and Excel, also a quick learner of any new company specific computer system

Timeline

Lead, Business Fulfilment

NAB
05.2017 - Current

Advisor, Business Support

National Australia Bank
01.2013 - 04.2017

Personal Banker

ANZ
01.2012 - 01.2013

Halifax Bank of Scotland
01.2004 - 01.2010

Kerry Mcshane