High-performing Customer Banking Specialist with 2+ years of experience in the Financial Service industry and a great record of adhering to the Bank’s processes and procedures, including accurately reconciling transactions and reviewing customers’ financial positions. Motivated and results-oriented individual who is successful at contributing to a strong risk culture.
Overview
4
4
years of professional experience
Work History
Customer Banking Specialist (Relief)
Commonwealth Bank
Murray Bridge And Mount Barker
02.2022 - Current
Branch:
Increased customer satisfaction by providing personalized banking solutions and exceptional service.
Streamlined loan application processes for faster approvals and quicker fund disbursements.
Maintained excellent client relations, resulting in increased referrals and repeat business.
Collaborated with cross-functional teams to develop and implement new products and services tailored to clients'' needs.
Managed risk effectively by conducting thorough credit assessments and adhering to established lending guidelines.
Assisted clients in achieving their financial goals through expert guidance on savings, investments, and loans.
Led branch sales initiatives to drive revenue growth while maintaining high levels of customer satisfaction.
Direct Banking Call Centre:
Utilize customer-centric approach to interact, resolve customer enquiries via telephone or digitally (in a contact centre environment)
Adhere to contact centre based metrics including; schedule, productivity and quality measures.
Manage large amounts of inbound and outbound calls in a timely manner
Follow communication scripts and use knowledge of the company's products and services to go off-script when necessary
Deli Clerk
Coles
Murray Bridge, SA
02.2020 - 02.2022
Increased customer satisfaction by providing exceptional service and maintaining a clean, organized deli counter.
Enhanced product presentation by arranging visually appealing displays and regularly rotating items to ensure freshness.
Reduced food waste by closely monitoring inventory levels and proactively adjusting orders based on sales trends.
Maintained a safe working environment by adhering to food safety guidelines and promptly addressing any hazards.
Developed strong rapport with customers by offering personalized service, answering questions, and making recommendations based on preferences.
Education
Certificate III in Financial Services - Financial Planning And Services
CBA RTO
07.2023
Skills
Client Relationship Building
Analytical
Business Development
Financial Planning
Balance Verification and Reconciliation
Compliance, banking laws, and regulations
Microsoft Office Suite
Timeline
Customer Banking Specialist (Relief)
Commonwealth Bank
02.2022 - Current
Deli Clerk
Coles
02.2020 - 02.2022
Certificate III in Financial Services - Financial Planning And Services