Summary
Work History
Education
Skills
Languages
Websites
Timeline
AdministrativeAssistant

Lisa Guo

Personal Banker
Brisbane,QLD

Summary

I'm a dedicated Personal Banker with a strong track record in sales, consistently exceeding targets by understanding customer needs and delivering tailored financial solutions. I have a knack for identifying potential business lending clients , whether they're walk-ins or phone inquiries, and building strong relationships through genuine conversations and problem-solving. I am fluent in both English and Chinese, which allows me to effectively communicate with a diverse range of clients. This advantage helps me build strong relationships and provide tailored solutions to a broader customer base. I act as a key link between clients and the business relationship manager, ensuring smooth communication, effective follow-ups, and a great customer experience. My ability to ask the right questions and find the best solutions helps drive business banking opportunities while keeping clients engaged and satisfied. Beyond the sales, I also play a crucial role in supporting the Branch Manager, helping keep daily operations running smoothly. I'm excited about the Assistant Business Relationship Manager role and confident that my expertise in sales, client management, and branch support will allow me to hit the ground running and add real value to the team.


Work History

Personal Banker

Westpac Calamvale
03.2023 - Current
  • Customer Relationship Management - Build and maintain long-term trust with clients by actively listening to their needs, asking the right questions, and providing tailored financial solutions to support their financial goals
  • Sales & Product Recommendations - Identify customer needs and recommend suitable banking products, including loans, credit cards, savings accounts, and insurance, consistently achieving and exceeding sales targets
  • Loan & Mortgage Assistance - Support the Home Finance Manager by identifying potential borrowers, assessing their financial situations, assisting in documentation preparation
  • Client Prospecting & Lead Generation - Proactively identify and engage potential customers through branch walk-ins, outbound calls, and referrals, uncovering financial needs through meaningful conversations and problem-solving
  • Screening High-Potential Loan Clients - Use strategic questioning techniques to assess customer eligibility for home loans and other lending products, ensuring quality leads for the Home Finance Manager and improving loan approval success rates
  • Loan Follow-Up & Customer Engagement - Assist the Home Finance Manager in tracking loan applications, following up with clients on required documents, and ensuring a smooth and efficient lending process while maintaining excellent customer service
  • Risk & Compliance Management - Ensure strict adherence to banking regulations, policies, and compliance requirements by conducting thorough risk assessments, fraud prevention checks, and due diligence processes
  • Daily Branch Operations & Reconciliation - Support the Branch Manager with daily counter operations, assist in handling transactions, and ensure end-of-day reconciliations are accurate and error-free
  • Sales Performance & Business Growth - Consistently achieve and exceed sales targets by leveraging strong communication skills, developing trust-based relationships with clients, and actively contributing to expanding the branch's customer base
  • Knowledge & Compliance Updates - Regularly update personal knowledge based on leadership guidance and policy changes, ensuring that all information shared with clients and colleagues is accurate, up to date, and aligned with the latest regulations and banking procedures

Sales Assistant

Austra Energy Group PTY LTD
05.2021 - 03.2023
  • Sales Support & Customer Assistance - Assist customers in selecting the right solar products, providing expert advice, and ensuring a smooth buying experience
  • Order Processing & Administration - Handle transactions, generate invoices, process payments, and maintain accurate sales records
  • Product Knowledge & Consultation - Explain solar panels, inverters, and batteries clearly to help customers make informed decisions
  • Stock & Warehouse Coordination - Assist in tracking inventory, organizing stock, and supporting warehouse operations to ensure timely order fulfillment
  • After-Sales Support & Customer Care - Handle warranty claims, troubleshooting, and product returns or exchanges to ensure customer satisfaction
  • Leadership & Sales Team Assistance - Support sales managers and leadership by streamlining operations, coordinating workflow, and helping achieve sales targets
  • Bridging Sales & Warehouse Operations - Act as the key link between the sales team and warehouse managers, ensuring smooth communication on stock availability, order fulfillment, and delivery timelines
  • Sales Team Collaboration - Assist other sales representatives by handling inquiries, preparing sales materials, and ensuring excellent customer service
  • Business Partner Relationship Management - Assist the Sales State Manager in maintaining strong relationships with 50+ commercial partners, ensuring smooth cooperation and contributing to over $1 million in monthly sales revenue
  • Reporting & Business Support - Maintain sales records, prepare reports, and provide insights to management for strategic planning

Hotel Administrator

Snooze Inn Hotel Fortitude Valley
08.2016 - 01.2020
  • Guest Services & Front Desk Management - Oversee check-ins, check-outs, and ensure excellent customer service
  • Reservations & Booking Coordination - Manage room reservations, booking systems, and online travel agency partnerships
  • Administrative Support - Handle records, invoices, correspondence, and maintain guest databases
  • Staff Coordination & Scheduling - Assist in managing staff schedules and daily operations
  • Guest Relations & Issue Resolution - Address guest concerns and ensure a high level of satisfaction
  • Financial Transactions & Reporting - Process payments, monitor expenses, and assist in financial reporting
  • Compliance & Safety Management - Ensure adherence to health, safety, and industry regulations
  • Inventory & Vendor Coordination - Manage hotel supplies, stock levels, and vendor relations

Sales Associate

Vodafone Retail Company
05.2013 - 03.2016
  • Customer Sales & Service - Engage with customers to understand their needs and recommend suitable mobile plans, devices, and accessories
  • Product Knowledge & Consultation - Stay up to date with Vodafone's latest products, services, and promotions to provide expert advice to customers
  • Achieving Sales Targets - Consistently meet and exceed individual and store sales targets by proactively identifying customer needs and offering tailored solutions
  • High-Performance Sales Record - Successfully processed 70+ customer sales contracts in a single day and personally contributed to a 50% increase in store annual revenue
  • Ranked top three in sales performance across Queensland for three consecutive years
  • Up-selling & Cross-Selling - Maximize sales opportunities by promoting additional services such as upgrades, and broadband packages
  • Customer Relationship Management - Build long-term relationships by providing excellent service, handling inquiries, and following up with existing customers
  • Technical Assistance - Assist customers with device setup, troubleshooting, and resolving technical issues to enhance their overall experience
  • Store Operations & Administration - Process transactions, handle cash and card payments, and maintain accurate sales records
  • Team Collaboration & Leadership Support - Work closely with store managers and colleagues to ensure smooth and efficient store operations
  • Compliance & Security - Adhere to Vodafone's policies, security procedures, and sales compliance regulations to protect customer data and business integrity
  • Store Presentation & Stock Management - Ensure the store is well-presented, displays are up to date, and inventory is managed efficiently to meet customer demand

Education

Master of Event and Hospitality Management -

University of Queensland
06.2014

Bachelor of Science - Technology Communication

Beijing Petrochemical Technology University
Beijing,China
06.2011

Skills

  • Customer Service
  • Communication Skills
  • Time Management
  • Fast Learner
  • Ability to Multitask
  • Ability to Work in a Team
  • Ability to Work Under Pressure
  • Microsoft Office
  • Problem Resolve

Languages

English
Bilingual or Proficient (C2)
Mandarin
Bilingual or Proficient (C2)

Timeline

Personal Banker

Westpac Calamvale
03.2023 - Current

Sales Assistant

Austra Energy Group PTY LTD
05.2021 - 03.2023

Hotel Administrator

Snooze Inn Hotel Fortitude Valley
08.2016 - 01.2020

Sales Associate

Vodafone Retail Company
05.2013 - 03.2016

Master of Event and Hospitality Management -

University of Queensland

Bachelor of Science - Technology Communication

Beijing Petrochemical Technology University

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Lisa GuoPersonal Banker