Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

NATHAN RULLO

SOUTH PERTH,WA

Summary

Hospitable professional offering personality, professionalism and communication skills to successfully engage new and existing customers. Adept at identifying and matching customers with products and services by conducting interviews and discussing financial needs.

Overview

1
1
Certification

Work History

Personal Banking Specialist

WESTPAC
PERTH, WA
16/03/20 - Current
  • Collaborated with other teams in order to resolve customer issues quickly and efficiently.
  • Used product knowledge and abilities to execute consumer loans and other services.
  • Prepared bank deposits, general ledger postings and statements.
  • Provided support during peak times by answering incoming calls from customers.
  • Educated customers on variety of retail products and digital solutions, enhancing customer experience.
  • Conducted financial reviews for existing customers and identified opportunities for additional products or services.
  • Participated in special projects relating to process improvements within the department.
  • Followed operational standards, promoting security, risk management and compliance.
  • Assist customers to open and close accounts, apply for loans and make sound financial decisions.
  • Expanded customer relationships by maintaining regular follow-up processes and rapport.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Developed relationships with customers through proactive outreach programs.
  • Responded promptly to customer queries and complaints to find solutions.

Education

High School Diploma -

CHRISTIAN BROTHERS COLLEGE
Fremantle, WA
10-2019

Some College (No Degree) - CERTIFICATE II OUTDOOR RECREATION

CHRISTIAN BROTHER COLLEGE
Fremantle, WA
10-2019

CERTIFICATE IV IN BUSINESS -

FEC
Fremantle, WA
09-2019

Some College (No Degree) - CERTIFICATE II SPORT AND FITNESS

CHRISTIAN BROTHERS COLLEGE
Fremantle, WA

Skills

  • Financial Statements Preparation
  • Transaction Processing
  • Cross-Selling and Upselling
  • Attention to Detail
  • Opportunity Identification
  • Relationship Building
  • Member Support
  • Account Maintenance
  • Customer Service
  • Interpersonal Skills
  • Professional Appearance
  • Cash Handling
  • Teller Support
  • Cash Vault Audit
  • Rapport Building
  • Positive Attitude
  • Customer Satisfaction
  • Training and Mentorship of new staff
  • Banking Policies and Procedures

Certification

  • RG146 PERSONAL ADVICE IN GENERAL INSURANCE

Timeline

Personal Banking Specialist

WESTPAC
16/03/20 - Current

High School Diploma -

CHRISTIAN BROTHERS COLLEGE

Some College (No Degree) - CERTIFICATE II OUTDOOR RECREATION

CHRISTIAN BROTHER COLLEGE

CERTIFICATE IV IN BUSINESS -

FEC

Some College (No Degree) - CERTIFICATE II SPORT AND FITNESS

CHRISTIAN BROTHERS COLLEGE

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