Mandy Camac
Adelaide,SA
Summary
I am a confident and hardworking individual who works well autonomously or within a team environment. I provide excellent client communication and support to my advisers, I display meticulous attention to detail, which enables me to perform my duties to a consistently high standard. I am a bright and receptive person, able to communicate well with people at all levels. I am good at using my own initiative and love a challenge, I am flexible in my approach to work duties. I have a good sense of humour and a pleasant approach.
Overview
16
16
years of professional experience
Work History
Client Relationship Manager
PSK Private Wealth
08.2018 - Current
- Aligned company goals with client outcomes by developing a strong rapport with clients and advisers through consistent follow-up and attention to detail.
- Provide high level review packs for client meetings
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
- Streamlined processes for managing client interactions, leading to improved response times and higher levels of satisfaction.
- Strengthened client and adviser relationships by maintaining regular communication and addressing concerns promptly.
- Strong communication and organizational skills and attention to detail.
- Organized and detail-oriented with a strong work ethic.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Proved successful working within tight deadlines and a fast-paced environment.
- Utilize Xplan Software applications for recording and tracking client information and interactions.
- Successfully collaborate with concierge, implementation staff and advisers in order to provide exceptional end-to-end service for clients.
Customer Service Supervisor
Bendigo And Adelaide Bank
11.2007 - 08.2018
- Ability to manage my time effectively and can work autonomously within a team to suit both branch and client needs.
- Manage branch audit compliance, plus following and upholding Policy & Procedure.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Responsible for staff training and mentoring in our branch, for policies and procedures as well as our computer delivery systems.
- Understanding Customer needs and finding solutions.
- Using bank software - BDS, CSS, LINX, 3270 (BBL and ABL), LENZ, Control D
- Championed a customer-centric approach within the team, consistently encouraging empathy and understanding when interacting with clients.
- Assisted with day-to-day operations, working efficiently and productively with all team members. High attention to detail and organizational skills required in all aspects of my role.
Education
High School Diploma -
Aberfoyle Park High School
Aberfoyle Park SATafe Course - Certificate II/III in Office Administration
Noarlunga Campus
FSRA Tier 2 Accreditation -
Finance Industry
Skills
- Xplan Software
- Data Entry
- Financial report gathering for clients
- Update post review data on Xplan
- Purchase term deposits
- Liaise with staff on best practices
- Customer Portfolio Management
- Salesforce Software
- Data Confidentiality
- Relationship Building
Timeline
Client Relationship Manager
PSK Private Wealth
08.2018 - Current
Customer Service Supervisor
Bendigo And Adelaide Bank
11.2007 - 08.2018
High School Diploma -
Aberfoyle Park High School
Tafe Course - Certificate II/III in Office Administration
Noarlunga Campus
FSRA Tier 2 Accreditation -
Finance Industry
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