Nicholle Carn

Customer Service Advisor

St George Bank

St Marys, Nsw

07.2009 - Current

Respond to customer inquiries, including account balances, transaction details, and general account information.
Answered customer calls, emails, and live chat inquiries promptly and courteously.
Transaction processing, assist customers with various financial transactions, including deposits, withdrawals, and funds transfers.
Assist customers in opening new accounts, closing accounts, and updating account information. Educate customer on various account features, fees, and terms to ensure informed decision making.
Investigate and resolve customer issues, concerns, or complaints in a timely and efficient manner. Working with other departments or teams to address complex problems and provide satisfactory resolutions. Document all customer interactions and resolutions in the banking system for future reference.
Assist customers in opening new accounts, closing accounts, and updating account information. Educate customer on various account features, fees, and terms to ensure informed decision making. Monitor and identify potentially fraudulent activities, reporting any suspicious transactions.
Identify opportunities to cross-sell or upsell bank products and services based on customers' needs and preferences.
Ensure compliance with banking regulations, policies, and procedures. Following security protocols to safeguard customers' information. Stay informed about changes in banking regulations, and attend training sessions to maintain compliance knowledge.
Educate customers on self-service options, such as ATMs, online banking, and mobile apps.
Collaborate with colleagues and other departments via Teams chat, phone, email.
Maintain accurate and organized records of customer interactions and issue resolutions.

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