Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Macie Ronan

Summary

Professional banking officer with strong background in personal banking. Known for effectively building client relationships and optimizing financial services. Collaborative team player focused on delivering results in dynamic banking environments. Skilled in financial advising and customer service, with reputation for reliability and adaptability.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Personal Banker Officer

Bendigo Bank
11.2023 - 02.2025
  • Assisted customers in navigating online banking platforms, increasing their comfort level with digital transactions.
  • Monitored economic trends to provide well-informed advice regarding investment options for clients seeking growth opportunities.
  • Consistently maintained up-to-date knowledge about current industry trends, regulations, and bank offerings to provide the most accurate guidance possible for clients.
  • Exceeded sales goals with proactive cross-selling of bank products and services to meet client needs.
  • Developed customized financial plans tailored specifically to each client''s unique short-term and long-term goals.
  • Resolved complex account issues through diligent research and prompt communication with clients.
  • Conducted financial reviews with clients, identifying opportunities for product upgrades or additional services.

Teller Operations Manager

Westpac Banking
10.2021 - 10.2023
  • Contributed to a positive work culture by recognizing employee achievements and encouraging open communication among staff members.
  • Assisted colleagues in resolving complex customer issues requiring managerial intervention or escalation.
  • Ensured adherence to all federal banking regulations by staying current on industry changes and updating internal policies accordingly.
  • Managed daily teller operations, ensuring accurate cash handling and prompt transaction processing.
  • Managed and maintained teller cash drawers, vaults, and other assets in accordance with bank policies.

Education

No Degree -

Dalyellup College
Bunbury, WA

Associate of Arts - Visual Arts

South West Institute of TAFE
Bunbury, WA
09-2021

Skills

  • Relationship management
  • Portfolio management
  • Cross-selling products
  • Financial planning
  • Investment advisory
  • Creative thinking
  • Banking
  • Resourcefulness
  • Financial advising
  • Attention to detail
  • Critical thinking

Certification

  • Tier 2 RG146 Accreditation

Timeline

Personal Banker Officer

Bendigo Bank
11.2023 - 02.2025

Teller Operations Manager

Westpac Banking
10.2021 - 10.2023

No Degree -

Dalyellup College

Associate of Arts - Visual Arts

South West Institute of TAFE
Macie Ronan