Marcella Guildea
Hunters Hill,NSW
Summary
Dynamic and attentive Personal Banker specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.
Personable New Accounts Representative with 5 years' experience in Banking. Outstanding leadership and organizational abilities with superb verbal and written communication skills. Familiarity with all account types, products and services. Hardworking and passionate job seeker with strong organizational skills eager to secure available position. Ready to help team achieve company goals.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
24
24
years of professional experience
Work History
Personal Banker
Westpac Corporation
07.2019 - Current
- Customer service for all banking operations in branch or over the phone to provide right products and some personal banking advice
- Support the branch for various administrative tasks including telling and balancing
- Personal lending training ongoing to become a home loan officer
- Customer focus, Strong performer (sales targets), team player
- Collected customer information and completed new account forms.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
- Monitored accuracy of customer information in system.
- Responded to customer inquiries regarding new accounts and account services.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Activated new accounts and issued customer identification numbers.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Processed deposits, withdrawals and ACH transfers accurately.
- Optimized portfolio growth by identifying potential investment opportunities for high-net-worth clients based on market trends analysis.
Casual Sales Assistant
Bed Bath and Table
06.2018 - 07.2019
- Sales, inventory/stocking, register/cashier
- Built rapport with customers through engaging conversations about their interests and preferences.
- Answered customer questions about products and services, helped locate merchandise, and promoted key items.
- Increased customer satisfaction by providing excellent service and expert product recommendations.
- Provided exceptional services and pleasant shopping experiences to retail customers.
- Contributed to team sales goals by consistently meeting or exceeding personal targets.
- Built customer loyalty and retention by delivering excellent shopping experiences.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Answered questions about store policies and addressed customer concerns.
- Enhanced overall shopping experience by offering assistance in locating items or suggesting complementary products.
- Prioritized helping customers over completing other routine tasks in store.
- Developed strong relationships with customers, fostering repeat business and loyalty.
- Managed cash register after end of shift to balance and record accurate transactions.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Maintained clean sales floor and straightened and faced merchandise.
- Collaborated with colleagues to ensure smooth operations during busy periods, minimizing delays for customers.
- Used POS system to process sales, returns, online orders, and gift card activations.
- Stayed current on industry trends, allowing for informed suggestions based on customer needs or preferences.
- Proactively communicated stock discrepancies to management so that they could be quickly resolved.
- Used in-store system to locate inventory and place special orders for customers.
- Supported loss prevention efforts by diligently monitoring the sales floor for potential theft or suspicious activity.
- Received positive feedback from both coworkers and supervisors for outstanding performance as a Sales Assistant.
- Boosted sales through effective upselling techniques and deep knowledge of product features.
- Listened to customer needs and desires to identify and recommend optimal products.
- Greeted customers and helped with product questions, selections, and purchases.
- Checked pricing, scanned items, applied discounts, and printed receipts to ring up customers.
- Assisted with merchandising tasks, creating attractive displays that showcased products effectively.
- Maintained up-to-date knowledge of store sales, payment policies and security standards.
- Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products.
- Created inviting environment for customers by maintaining store organization and cleanliness.
- Processed transactions accurately and efficiently, reducing wait times and enhancing the overall customer experience.
- Developed professional relationships with customers to increase loyalty, retention and rapport.
- Balanced and organized cash register by handling cash, counting change, and storing coupons.
- Engaged in friendly conversation with customer to better uncover individual needs.
- Developed strong rapport with customers and created positive impression of business.
- Assisted in inventory management, keeping shelves stocked and visually appealing to customers.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Handled customer inquiries and concerns professionally, resolving issues promptly and effectively.
- Maintained a clean and organized store, ensuring a welcoming environment for shoppers.
- Helped customers complete purchases, locate items, and join reward programs.
- Managed efficient cash register operations.
- Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
- Proven ability to learn quickly and adapt to new situations.
- Managed time efficiently in order to complete all tasks within deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Organized and detail-oriented with a strong work ethic.
Administration officer
Drogheda Investments Pty Ltd
06.2014 - 04.2018
- Support Insurance broker for all administrative tasks
- Insurance quote (Life, Trauma etc.) and application
- Liaise with Insurance Companies on behalf of client
- Directed automation of office procedures such as correspondence management, recordkeeping and online communications.
- Increased customer service success rates by quickly resolving issues.
- Computerized office activities, maintained customer communications, and tracked records through delivery.
- Drafted and distributed invoices for outstanding payments.
- Maintained high levels of organization within the office space through regular supply inventory checks and proactive restocking efforts.
- Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.
- Maintained personnel records and updated internal databases to support document management.
- Completed forms and reports to facilitate admission, transfer or discharge.
- Organized and detail-oriented with a strong work ethic.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
Administration officer
SAMS Watchmaker Jeweler Pty Ltd
09.2012 - 06.2013
- Support the owner for all administrative tasks
- Packaging and dispatching orders
- Invoicing to client
- In charge of inventory management
- Monitored inventory to maintain sufficient supply levels to meet business and customer needs.
- Directed dispatching, routing, and tracking of [Number] fleet vehicles.
Product Support Officer
Creative Holidays (Travel Agency Distributor)
08.2003 - 03.2006
- Data entry from hotels, tour operators and other tourism operators to prepare the annual brochure
- Clerical support
- Collated and organized data entry documents into filing systems for easy access.
- Checked for accuracy by verifying data and records.
- Managed and organized documents for data entry tasks.
Customer Support Officer
ELM Financial Services
06.2000 - 12.2002
- Payroll commissions for the financial advisers
- Clerical support
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Built strong relationships with field operations team to support business development opportunities and improve service.
- Managed high call volumes while maintaining composure and professionalism under pressure.
- Promptly responded to inquiries and requests from prospective customers.
- Performed data entry tasks and maintained accurate records of employee payroll information.
- Reviewed personnel records to determine names, rates of pay, occupations of new hires and changes in wage rates.
Education
Certificate IV Business Administration - Business Administration
TAFE NSW
St Leonards, NSW11.2021
Certificate III in Tourism (International Retail Sales) - Tourism And Travel Management
AFTA Travel And Tourism College NSW
Sydney, NSW06.2003
Advanced Diploma in Business Management - Business Management
Uniworld Business College
Sydney, NSW11.2000
Skills
- Microsoft Office 365
- Flexible Attitude
- Teamwork
- Positive Attitude
- Attention to details
- People smart
- Perseverance
- Adaptability
- Customer Service
- Attentive
- Learning Aptitude
- Retail Sales
- Retail Banking
- Branch operations
- Multimedia Presentations
- Financial advisement
- Attention to Detail
- Transaction Processing
- Account Maintenance
- Account updating
- Issues Resolution
- Rapport Building
- Banking operations knowledge
- Cash Handling
- Banking
- Interpersonal Skills
- Client Relationship Management
- Teller Support
- Relationship Building
- Customer Satisfaction
- Records Maintenance
- Data Entry
- Google Drive
- Clerical Support
- Self-Directed
Languages
English
Indonesian
References
Available upon request
Hobbies: singing, dog walking, travelling, foodies.
I love singing, I used to be part of a full band but no longer manageable because of my full time work. I love walking my dog before and after work. I love travelling and eating, trying new places to eat and learn other cultures.
Timeline
Personal Banker
Westpac Corporation
07.2019 - Current
Casual Sales Assistant
Bed Bath and Table
06.2018 - 07.2019
Administration officer
Drogheda Investments Pty Ltd
06.2014 - 04.2018
Administration officer
SAMS Watchmaker Jeweler Pty Ltd
09.2012 - 06.2013
Product Support Officer
Creative Holidays (Travel Agency Distributor)
08.2003 - 03.2006
Customer Support Officer
ELM Financial Services
06.2000 - 12.2002
Certificate IV Business Administration - Business Administration
TAFE NSW
Certificate III in Tourism (International Retail Sales) - Tourism And Travel Management
AFTA Travel And Tourism College NSW
Advanced Diploma in Business Management - Business Management
Uniworld Business College
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