Marcus-Andrei Radulescu

In Branch Responsibilities November 2023- Current

• Identified needs of customers promptly and efficiently.
• Providing General Information about different products and services
• Maintained positive working relationship with fellow staff and management.
• Teller Transactions- Cash Deposits and Withdrawal
• Cheque Deposits & Withdrawals
• Undertaking Internal and External Transfers
• Handling of Power of Attorney documentation
• Undertaking distribution of documentation for Deceased Estates
• Opening/closing accounts
• Opening and resigning memberships
• Corresponding with members through Secure Mail and General Inbox
• Insurance Duties:
• In-person/outbound quoting
• Taking methods of payment
• Lodging requests for Policy Cancellations
• Lodging VISA Transaction Disputes
• Taking Term Deposit Applications
• Lodging Maturity Advice for Term Deposits coming to completion
• Gathering information for a referral to Lending for further consultation
• Opening and Closing in line with standard operating procedures
• Lodging of AUSTRAC Reports for any cash transactions over $10,000 threshold
• Processing foreign transfers and foreign cheques using GlobalPay
• Taking Foreign Cash Orders using Travelex
• Maintaining rapport and proving an elite level of service for our members
• Lodging Member Feedback and Complaints in line with AFCA Requirements

Contact Centre Responsibilities May 2023- November 2023

• Providing General Information about different products and services
• Maintaining rapport and proving an elite level of service for our members
• Lodging Member Feedback and Complaints in line with AFCA Requirements
• Lodging requests for Insurance Policy Cancellations

• Processing payments accurately and efficiently using cash registers and other point of sale systems.
• Handling returns and exchanges in accordance with store policies while maintaining positive customer relations.
• Keeping up-to-date on new products, services, promotions, and other changes that affect customer service operations.
• Till Reconciling at the beginning of the work day.

• Operated cash registers to process payments from customers.
• Maintained a clean and organized work area throughout shift.
• Attended staff meetings to stay updated on company policies and procedures.
• Wiped down tables and removed trash and dirty plates to provide clean, welcoming dining environment.