Parker Wan
Caulfield,VIC
Summary
Resourceful Customer Advisor with strong finance background and proven client service expertise. Excelled as retail branch member and earned recognition for service quality and sales volume. Strong customer focus and superb communications skills enabled exceptional results. Looking for a group 2 job vacancy within NAB to progress my banking career.
Overview
6
6
years of professional experience
Work History
Customer Advisor 2
National Australia Bank
02.2023 - Current
- Banking customer services
- Account opening, sales orientated home loan and general insurance referring services,
- Unsecured leading, e.g., personal credit card, personal loans.
Teaching Assistant
Auckland University of Technology (AUT)
09.2020 - 11.2022
- The teaching assistant for FINA602 Investment Portfolio Analysis and FINA702 Financial Risk Management.
- Teaching, hosting the workshops and providing guidance to the students.
- Providing assistances to the course coordinator for administration works.
- Peer mentoring.
Research Assistant
Auckland University of Technology (AUT)
02.2021 - 11.2022
- Data collection, cleaning and analysis
- Report organisation
- Perform ad hoc RA tasks
Senior Temp Chef
Suppremo Hospitality Solutions Ltd
11.2019 - 07.2022
- Senior position with over 10 years chef experience
- Been assigned working in different environments, such as cafés, restaurants, bars, function centres, university, schools, large catering companies and so on.
Service consultant
ANZ New Zealand
11.2017 - 07.2019
- One of the interns in ANZ summer internship program 2017. The training contents covered: Teller, Personal Banker, Senior Personal Banker, Assistant Manager, Branch Manager, Assistant Business Manager, Business Manager, Senior Business Manager, Risk Auditor and Mobile Mortgage Manager.
- After the internship, became a part-time service consultant in ANZ Riccarton branch, Christchurch. The job duties mainly included: face to face customer service role and general banking service consulting.
Education
Master of Business - Finance
Auckland University of Technology
Auckland, NZ11.2021
Bachelor of Science - Statistics and Finance
University of Canterbury
Christchurch, NZ07.2019
Skills
- Problem Resolution
- Customer Service
- Financial data Analysis
- R, Python, SAS programmings
- Microsoft Office Suite
Accomplishments
- 2022 Monash university RTP stipend
- 2021 INFINZ Conference Scholarship
- 2021 AUT Finance department First in Paper award
- 2020 CFA Program Student Scholarship
- 2020 AUT Finance department outstanding student award
- 2020 AUT CCB Finance Postgraduate Scholarship
- 2019 Successfully passed CFA level I at top 10% of the candidates
- 2019 University GOLDEN KEY society membership certificate (awarded for the top 15% students in universities world-wide)
- 2018 UC Economics and Finance department award for top class of 300-level investment
- 2018 UC Mathematics and Statistics Scholarship
- 2017 UC Economics and Finance department award for 200-level Finance
Volunteer Experience
- Box Hill White House Chinese New Year Festival, Melbourne, AU, 2023.
Volunteer worker. Festival activity supporter.
- Postgraduate student representative, Auckland University of Technology (AUT), Auckland, NZ, 2020.
One of the postgraduate student representatives at the business school of AUT. Liaison with the students. Provide feedbacks and advise administrators.
- Volunteer for the local community, Christchurch, NZ, 2016-2019.
Liaison with the local Chinese migrant community. Provide supports for any activities.
Languages
English
Native or Bilingual
Mandarin
Native or Bilingual
Timeline
Customer Advisor 2
National Australia Bank
02.2023 - Current
Research Assistant
Auckland University of Technology (AUT)
02.2021 - 11.2022
Teaching Assistant
Auckland University of Technology (AUT)
09.2020 - 11.2022
Senior Temp Chef
Suppremo Hospitality Solutions Ltd
11.2019 - 07.2022
Service consultant
ANZ New Zealand
11.2017 - 07.2019
Master of Business - Finance
Auckland University of Technology
Bachelor of Science - Statistics and Finance
University of Canterbury
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