Summary
Overview
Work History
Education
Skills
Personal Information
References
Hobbies and Interests
Certification
Timeline
Generic

Nicholas Pietropaolo

Success,WA

Summary

I am an enthusiastic individual who is looking for a long term career, I have worked in banking and finance previously as well as hospitality, office based jobs delivery and couering. From that i have learnt how to communicate effectively with different customers and client bases and have internationally which allowed me to work with people from different cultres and backgrounds. I also enjoy working in a team environment to achieve a collective goal. I have used myob and xero previously as well as being familiar with how to use microsoft products.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Banking Consultant

ANZ
08.2023 - 05.2024
  • Calculated and formulated accurate payment schedules in accordance with borrowers' financial capabilities and loan requirements
  • Authorized loans within predetermined limits, while effectively referring loan applications exceeding those limits to management for further approval
  • Educated customers on the diverse range of loan types and credit options available, while providing clear and concise explanations of the associated terms and conditions
  • Extended and sustained relationships with customers to maintain and grow business.
  • Contacted prospective clients to generate new loans, deposits, and business to achieve company goals.

Administration Assistant

Boral Concreting
04.2022 - 08.2022
  • Actively contributed to daily payroll and processing operations through meticulous data entry
  • Facilitated employee onboarding experience by coordinating orientation sessions and completing necessary paperwork efficiently.
  • Recorded expenses and maintained accounting records.
  • Delivered timely and accurate financial reports, ensuring comprehensive and reliable data for decision-making
  • Executed precise processing and recording of the company's payroll.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.

Superannuation Consultant

Gesb Super
03.2021 - 03.2022
  • Managed client relationships, providing expert advice on superannuation options and retirement planning strategies
  • Conducted in-depth analysis of clients' financial situations to recommend suitable superannuation funds and investment options
  • Implemented customized superannuation strategies to maximize clients' retirement savings and tax benefits
  • Collaborated with internal teams to stay updated on industry regulations and best practices, ensuring compliance with superannuation laws and guidelines.

Superannuation Consultant

Australian Super
02.2019 - 09.2019
  • Developed comprehensive retirement plans for clients, incorporating investment strategies and risk management techniques to optimize superannuation funds
  • Conducted in-depth analysis of superannuation regulations and industry trends to provide clients with accurate and up-to-date guidance on retirement planning
  • Implemented effective communication and education programs to ensure clients have a thorough understanding of their superannuation options and benefits
  • Collaborated with team members to streamline processes and improve efficiency in managing client accounts and investments.

Bartender and Waiter

Red Lion Pub
06.2018 - 11.2018
  • Crafted custom cocktails and provided exceptional customer service to enhance guest dining experiences
  • Managed a high-volume bar area, ensuring accurate cash handling and inventory control
  • Collaborated with kitchen staff to coordinate food and beverage orders for timely delivery to guests
  • Utilized strong communication skills to build relationships with customers and increase repeat business.

Customer Service Representative

Commonwealth Bank
03.2016 - 05.2018
  • Developed customized banking solutions to meet clients' specific financial needs and goals
  • Managed relationships with key banking clients, providing ongoing support and guidance to ensure client satisfaction
  • Provided exceptional customer support by promptly responding to inquiries and resolving issues in a timely manner
  • Cultivated strong relationships with clients through effective communication and personalized service
  • Managed a high volume of customer interactions through phone and email.
  • Handled cash transactions and balanced the branch to minimise any cash handling errors

Education

No Degree - Commerce

Curtin University
Perth, WA
07.2027

Skills

  • Customer Service
  • Risk Management
  • Analytical skills
  • Financial expertise
  • Problem-solving
  • Client relations
  • Know Your Customer
  • Risk management
  • Communication skills
  • Exploring distant lands
  • Getting lost in a good book
  • Football

Personal Information

  • Date of Birth: 05/05/98
  • Nationality: Australian

References

  • Marcello Lo COnte, Bankwest, 0424150660
  • Chantelle De Agostini, Gesb Super, 0428099975

Hobbies and Interests

  • Exploring distant lands
  • Getting lost in a good book
  • Feeling the music
  • Football

Certification

Cert 3 in Business

Cert 3 in financial Services

Barista Certificate

Currently Doing RSA certficate

Timeline

Banking Consultant

ANZ
08.2023 - 05.2024

Administration Assistant

Boral Concreting
04.2022 - 08.2022

Superannuation Consultant

Gesb Super
03.2021 - 03.2022

Superannuation Consultant

Australian Super
02.2019 - 09.2019

Bartender and Waiter

Red Lion Pub
06.2018 - 11.2018

Customer Service Representative

Commonwealth Bank
03.2016 - 05.2018

No Degree - Commerce

Curtin University

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Nicholas Pietropaolo