Michael Tarman
Tamworth
Summary
Accomplished professional with a proven track record at BT Margin Lending, enhancing team efficiency and customer satisfaction through expert training and mentoring. Skilled in accounts payable and critical thinking, I significantly reduced onboarding times and streamlined processes, demonstrating a strong analytical mindset and commitment to continuous improvement.
Overview
15
15
years of professional experience
Work History
Subject Matter Expert / Customer Service
BT Margin Lending (Westpac Group)
07.2005 - 05.2014
- Mentored junior team members, contributing to their professional growth and development.
- Established best practices for knowledge sharing, fostering a culture of continuous learning and improvement.
- Developed effective training materials for diverse audiences, resulting in improved skillsets and increased job satisfaction.
- Streamlined processes to increase efficiency, enabling teams to complete tasks ahead of schedule.
- Developed comprehensive knowledge base for easy access by all team members, significantly reducing onboarding time.
- Served as go-to expert for resolving technical challenges, enabling smoother project progression.
Advisor Assistant
Austock Limited
01.2005 - 05.2005
- Developed comprehensive financial plans to assist clients in achieving their long-term goals.
- Enhanced client satisfaction by providing timely and accurate financial advice.
- Contributed to the development of marketing materials for prospective clients, showcasing our firm''s expertise and services offered.
- Assisted advisors with research, analysis, and recommendations on various investment options.
- Supported advisors during client meetings, taking detailed notes and preparing necessary materials beforehand.
- Improved advisor-client relationships through effective communication and follow-up strategies.
- Maintained inventory of office supplies and placed orders.
- Managed filing system, entered data and completed other clerical tasks.
New Loans Officer
Commonwealth Margin Lending
05.2002 - 12.2004
- Maintained strict adherence to industry regulations, minimizing risk exposure for the organization.
- Established effective relationships with key stakeholders both internally and externally for increased collaboration opportunities.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
Accounts Payable
Star City
05.2001 - 05.2002
- Enhanced interdepartmental communication through open dialogue regarding invoice discrepancies or concerns impacting the accounts payable process.
- Developed comprehensive reports detailing accounts payable activities, providing valuable insights to management.
- Streamlined accounts payable processes by reconciling invoices and ensuring timely payments.
- Maintained accurate records of accounts payable and receivable, enabling prompt resolution of discrepancies or disputes.
Banking Administor
E*Trade Australia
06.1999 - 01.2001
- Assisted clients with various banking needs including account openings, loan applications, and financial planning advice.
- Maintained strict adherence to regulatory guidelines, minimizing compliance risks for the bank.
- Handled large transaction volumes accurately, maintaining high levels of operational excellence within the branch.
- Worked closely with colleagues in other departments to ensure seamless delivery of integrated financial solutions for customers.
- Actively contributed to the implementation of new technology platforms aimed at enhancing the overall client experience.
Education
Certificate III in Business Administration - Business
Small Business Training Company
Sydney, NSW05-2002
Skills
- Training and mentoring
- Goal oriented
- Work coordination
- Certified accounts payable associate (CAPA)
- Strong analytical skills
- Confidentiality handling
- Customer service
- Time management
- Critical thinking
- Computer skills
- Multitasking Abilities
- Analytical mindset
Languages
English
Full Professional
Timeline
Subject Matter Expert / Customer Service
BT Margin Lending (Westpac Group)
07.2005 - 05.2014
Advisor Assistant
Austock Limited
01.2005 - 05.2005
New Loans Officer
Commonwealth Margin Lending
05.2002 - 12.2004
Accounts Payable
Star City
05.2001 - 05.2002
Banking Administor
E*Trade Australia
06.1999 - 01.2001
Certificate III in Business Administration - Business
Small Business Training Company
Similar Profiles
Anuj ShahAnuj Shah
Customer Relations Consultant at BT Financial Group (Westpac Group)Customer Relations Consultant at BT Financial Group (Westpac Group)
ABAD AHMED KHANABAD AHMED KHAN
Customer Relations & Business Proposition at BT Financials (Westpac Group)Customer Relations & Business Proposition at BT Financials (Westpac Group)
SANOJ PILLAISANOJ PILLAI
Margin Lending Consultant at Westpac Bank -BTMargin Lending Consultant at Westpac Bank -BT