Muskan Kaur

As a Banking Consultant at Suncorp Bank, my primary focus is on delivering excellent customer service by assisting clients with various banking needs. This includes processing transactions, providing information on financial products, and addressing inquiries. I excel in promoting and cross-selling banking products to meet customers' individual needs and contribute to the bank's success. I am committed to upholding compliance with banking regulations and policies, ensuring a secure and trustworthy banking environment. What I find most fulfilling is the opportunity to positively impact customers' financial journeys and build lasting relationships through friendly and helpful interactions.

• Recording data
• Access, copy and disseminate information from the Prisoner Telephone System
• Responding to emails from over 200+ clients
• Adopting new skills for different software such as Migration Manager, Bitrix24 and IMMI Account
• Helped prepare visa checklists and email templates
• Answering the phone calls and greeting clients
• Ensure the confidentiality of all documentation handled

• Using MYOB to enter bills and invoices
• Assisting with managing payroll
• Assisting with budgets
• Completing the Bank reconciliation on MYOB

• Using Xero to record financial information
• Created pay slips for employers
• Reviewed, prepared, and issued bills and invoices from over 300+ clients
• Helped prepare company debit and credit documents

• Performed month-end account preparations for pre-payments, accruals, profit and loss and balance sheet.