Manage and grow a diverse portfolio of affluent and international clients within a high-volume, fast-paced branch environment, delivering transaction banking and lending solutions tailored to complex client needs.
Process strong experience assisting international customers with Australian banking, deposit, lending, ensuring clarity, compliance, and high client confidence.
Recognised as one of the top home loan referral contributor for Yarra Proprietary Lending during ANZ’s ‘Paint the Town Blue’ campaign.
Partner closely with Home Lenders, Commercial Bankers and Private Bankers, proactively identifying referral opportunities and make ANZ their Main Financial Institution.
Senior Banking Consultant
ANZ
Kew, VIC
07.2023 - 07.2025
Built and maintained strong, trust-based relationships with High-Net-Worth individuals, families and professionals such as Doctors and Lawyers at one of ANZ’s most affluent metropolitan branches.
Receive an average score of 9.4/10 from customer feedback by providing excellent service to customers on phone and face-to-face.
Stepped up as Acting Branch Manager for three months and successfully leading the team to exceed annual branch compliance audit with zero findings.
Banking Consultant
ANZ
Box Hill, VIC
08.2021 - 07.2023
Provided advice and assistance to customers on budgeting, investments, mortgages, loans, insurance, credit cards and other banking services.
Leveraged sales techniques to identify costumers' banking needs and recommended appropriated products, achieved a 50% growth in insurance sales.
Community Engagement Officer
ACCESS Health and Community
Hawthorn , VIC
01.2021 - 06.2021
Maintained engagement rate above 70% on each public housings through health promotion pop-ups and received 85% positive responses from resident surveys.
Financial Planning Assistant Intern
AMEGA Financial Solutions
Hawthorn East, VIC
03.2020 - 06.2020
Executed investment research and product comparison charts on COIN and Xplan with Senior Financial Planners.
Exceeded customer satisfaction rate of 80% and increased customer retention rate by 37%.