Momotaz Islam
Phillip
Summary
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Personal Banker/ Banking Advisor
Westpac Group
02.2022 - Current
- Interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies
- Directing the collection of financial, accounting, investment and valuation information to prepare customers for potential homeloan and investment needs.
- Monitoring financial performance, and reviewing and revising investment/financial plans based on modified needs and changes in markets.
- Recommending and arranging insurance cover for clients.
- Advising on investment strategies, sources of funds and the distribution of earnings.
- Setting financial objectives, and developing and implementing strategies for achieving the financial objectives.
- Refer clients to other organizations to obtain services outlined in financial plans when needed.
- Looking after new advisors and coaching them to develop their financial skills.
- Verifying financial reports daily basis to ensure compliance are in place.
- Assisting the bank manager with developing customer service improvement.
Store Manager
Bed Bath N' Table
10.2021 - 02.2022
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Reviewed and monitored scheduling, purchases and other expenses to maintain quarterly budget.
- Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation
Restaurant Manager
McDonald's
07.2021 - 10.2021
- Successfully Managed all operations and departments of the restaurant and achieved the targets. Increased sales by 19.65% and exceeded profit targets. Especially through Covid restrictions.
- Created budget for sales, fixed and variable expenses and profit for the year. Created and implemented action lists to ensure budget targets were met. Developed and maintained a training system to develop and coach 127-151 crew to meet the restaurant's ever-changing requirements.
- Purchased adequate quantities of necessary restaurant items, including food, beverages, equipment and supplies
- Effectively managed payroll and timekeeping, including completion of proper paperwork for new hires and terminations
Hiring and Recruiting Manager
McDonald's
01.2020 - 06.2021
- Developed a Hiring system to meet turnover, especially during Covid restrictions to ensure all restaurant operations can run with ease.
- Provided regular training, coaching and feedback to my department managers. Built leadership, time management, effective feedback, team work skills.
Crew Trainer
McDonald's
01.2017 - 12.2019
- Taught new team members correct procedures for all areas of operations.
- Trained other employees in customer service, food safety and performance requirements.
- Set positive example for team members by providing high-quality, efficient service.
- Greeted customers with smile and provided friendly service to professionally handle every need.
- Maintained current knowledge of all team position requirements.
- Created and deployed successful strategies to boost restaurant performance, streamline food prep processes and reduce waste.
Education
Bachelor of Accountancy - Accounting
University of Canberra
Bruce 11.2020
Advance Diploma of Accounting - Accounting
Canberra Institute of Technology
Reid11.2018
Diploma of Accounting - Accounting
Canberra Institute of Technology
Reid06.2018
Certificate III And IV of Accounting - Accounting
Canberra Institute of Technology
Reid11.2017
Skills
- Resolving Customer Complaints
- Employee Performance Reviews
- Supply Ordering and Inventory Management
- Staffing and Sales Reporting
- Profit Optimization
- Scheduling Staff
- Managing Deliveries
- Coaching and Mentoring
- Recruitment and Hiring
- Training and Onboarding
- Health Code Compliance
- Money Handling
- Documentation and Recordkeeping
- Financial Advisement
- Consumer Banking
- Strategic Financial Planning
- Opening Accounts
- Mortgages and Loans
- Client Rapport-Building
- Documentation Skills
Certification
- Customer Experience Management course
- People performance management course
- Food Safety Supervisor
- Leadership Academy
Timeline
Personal Banker/ Banking Advisor
Westpac Group
02.2022 - Current
Store Manager
Bed Bath N' Table
10.2021 - 02.2022
Restaurant Manager
McDonald's
07.2021 - 10.2021
Hiring and Recruiting Manager
McDonald's
01.2020 - 06.2021
Crew Trainer
McDonald's
01.2017 - 12.2019
Bachelor of Accountancy - Accounting
University of Canberra
Advance Diploma of Accounting - Accounting
Canberra Institute of Technology
Diploma of Accounting - Accounting
Canberra Institute of Technology
Certificate III And IV of Accounting - Accounting
Canberra Institute of Technology
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