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.
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.
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.
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.