Summary
Overview
Work History
Education
Skills
Timeline
Generic

Luisa Natoli

Abbostford,NSW

Summary

I am a determined and resourceful professional keen to contribute my comprehensive skills in administration, customer service, and financial services. My career so far has spanned roles in account bookkeeping and financial services, as well as customer service and administration in the music industry and the banking sector.

My experience in the banking sector has fostered my skills in investment management, cross-selling, and customer service. As an Investments Officer at Teachers Mutual Bank, I've worked diligently to manage investment accounts accurately and promptly, providing members with the right information and resolving their complaints in a timely manner.

I also have significant customer service experience gained at NSW Westpac Service Centre, where I consistently achieved top performance metrics and provided high-quality customer service while effectively resolving issues and managing sensitive information responsibly.

My educational background includes a diverse range of qualifications, most recently in finance and mortgage broking management, which complement my practical experience.

I am proficient in various software, including Microsoft Suite, and have a solid background in customer service through phone and email-based interactions.

Overview

23
23
years of professional experience

Work History

Product Administrator

Industrie Music Pty Ltd
07.2016 - Current

As the Accounts Bookkeeping Product and Administration Officer, I've managed a range of financial duties daily basis, including payroll, settling bills, and issuing invoices, harnessing the Xero accounting software. I've ensured the business' financial records are accurate and current.

I actively monitor and manage orders on platforms such as BigCommerce and eBay. I promptly reply to email inquiries, process orders efficiently, and keep customers informed about order specifics, including dispatch and tracking information.

  • Skilled in accounting and bookkeeping, with a specialisation in Xero accounting software.
  • Excellent attention to detail, capable of spotting numerical errors.
  • Outstanding organisational skills with capabilities to multitask effectively.
  • Strong written and oral communication skills.
  • Able to work independently and collaboratively within my team.
  • Effective use of BigCommerce.
  • Actively monitoring and managing orders on platforms such as BigCommerce and eBay
  • Efficiently processing orders through BigCommerce and Ebay
  • Responding to email and call inquiries
  • Conducted market research to identify new opportunities and target markets

Investments Clerk

Teachers Mutual Bank
03.2008 - 05.2016

In this role, I've efficiently and accurately handled investment accounts, ensured members received precise information, and promptly addressed member requests and issues. My responsibilities also encompassed processing day-to-day correspondence related to member investment accounts, endorsing and cross-selling other bank products, and aiding in training new staff.

  • Able to work autonomously as well as collaboratively within my team
  • Handling difficult individuals effectively to achieve positive results
  • Responding to phone enquiries
  • Delivering succinct and informative communication in member correspondence and internal staff interactions
  • Advocating and cross-selling relevant credit union products and services based on member requirements
  • Assisting with staff training and fostering teamwork by managing both team and individual tasks
  • Offering organisational support by sticking to policies and procedures
  • Aiding in opening and redemption of investment accounts
  • Processing investment requests from members swiftly and accurately
  • Promoting and cross-selling relevant credit union products and services based on member needs.

Compulsory Notices and Insolvencies

Westpac Bank
02.2001 - 04.2008

In this role, I accurately and promptly managed investment accounts, ensured members received correct information, and promptly resolved member requests and complaints. My responsibilities also encompassed processing daily correspondence relating to member investment accounts, endorsing and cross-selling other bank products, and providing support in new staff training.

  • Ability to work independently and collaboratively within a team.
  • Effectively managing individuals to accomplish positive outcomes through training plans and job coaching.
  • Responding to telephonic and emailed inquiries from staff members, customers and Government departments and local courts
  • Delivering succinct and informative communication in member correspondence and interactions with staff.
  • Providing support in staff training and fostering teamwork by managing team and individual responsibilities.
  • Providing organisational support by adhering to policies and procedures.
  • Promptly and accurately processing fees, calculating interest, transferring money and issuing and updating Garnishee and Protective Services payments
  • Effectively resolving any issues, complaints or rework
  • Obtaining accreditations within my team (Expert 1, 2)
  • Working responsibly with sensitive documents and private information, large amounts of funds, debts, Garnishees and Subpoenas

Education

Certificate 4 - Finance And Mortgage Broking

Tafe
Bankstown, NSW
06.2023

Certificate 4 - Financial Services

TAFE
Digital
07.2024

Diploma - Finance And Mortgage Broking Management

TAFE
Digital
09.2023

Certificate 4 - Small Business Administration And Management

TAFE
Petersham, NSW
01.2016

Certificate 3 - Design Fundamentals (Graphic Design)

Tafe
Enmore, NSW
01.2016

Skills

  • Exceptional organisational and multitasking skills
  • Strong written and verbal communication skills
  • Capable of working independently and in a team setting
  • Efficient use of BigCommerce and eBay for order management
  • Investment account management banking sector
  • Proficiency in resolving customer requests and complaints promptly
  • Experience in cross-selling banking products
  • Track record of achieving high-performance metrics in customer service roles
  • Demonstrated ability to handle sensitive documents and private information responsibly
  • Experience in team coaching and leadership roles
  • Proficiency in the Microsoft Office Suite (Word, Excel, PowerPoint, and Teams)
  • Experience in customer service through phone & email-based interaction

Timeline

Product Administrator

Industrie Music Pty Ltd
07.2016 - Current

Investments Clerk

Teachers Mutual Bank
03.2008 - 05.2016

Compulsory Notices and Insolvencies

Westpac Bank
02.2001 - 04.2008

Certificate 4 - Finance And Mortgage Broking

Tafe

Certificate 4 - Financial Services

TAFE

Diploma - Finance And Mortgage Broking Management

TAFE

Certificate 4 - Small Business Administration And Management

TAFE

Certificate 3 - Design Fundamentals (Graphic Design)

Tafe
Luisa Natoli