Laken Caldwell
Sylvania,NSW
Summary
Dynamic Client Service Representative with a proven track record at NAB, excelling in customer support and client relations. Leveraged strong problem-solving skills to enhance client satisfaction and loyalty, while effectively managing payment processing and inquiries. Recognized for delivering tailored solutions that fostered long-term relationships and improved overall service quality.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Service Representative
NAB
04.2025 - Current
- Managed incoming calls, providing prompt and accurate information to clients about products and services.
- Developed strong relationships with clients through proactive outreach and regular check-ins on progress and satisfaction.
- Assisted clients with navigating online platforms and tools, enhancing their overall experience with the company''s resources.
Personal Banker
Police Bank
05.2024 - 04.2025
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Promoted financial products by maintaining excellent service offering knowledge.
Client Service Executive
CMC Markets
11.2023 - 04.2024
- Built a reputation as a trusted advisor to clients by consistently providing insightful analysis and actionable recommendations.
- Demonstrated excellent problem-solving skills in handling challenging situations that arose in client engagements.
- Developed strong relationships with key clients, fostering trust and loyalty.
Customer Relations Representative
Complete Credit Solutions
04.2023 - 11.2023
- Handled sensitive client information with discretion, ensuring confidentiality at all times.
- Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
- Maintained accurate record-keeping with proactive attention to client information updates.
Sales Consultant
Reece Group
04.2021 - 02.2023
- Enhanced customer loyalty by offering tailored solutions that met individual needs.
- Boosted customer satisfaction by providing exceptional service and product knowledge.
- Managed inventory levels, ensuring optimal stock availability and minimal waste.
- Maximized sales revenue through personalized recommendations and upselling techniques.
Skills
- Customer support
- Payment processing
- Customer focus
- Call center experience
- Client relations
Certification
RG146 Tier 1
Timeline
Client Service Representative
NAB
04.2025 - Current
Personal Banker
Police Bank
05.2024 - 04.2025
Client Service Executive
CMC Markets
11.2023 - 04.2024
Customer Relations Representative
Complete Credit Solutions
04.2023 - 11.2023
Sales Consultant
Reece Group
04.2021 - 02.2023
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