Reanah Samarasinha

Key Achievements:

- Exposure and assistance to residential and commercial loan applications

- Reading and applying complex financials to determine a clients financial position to meet loan serviceability requirement

- Building quality and personalized relationships with clientele to determine how best we can support with their banking

- Keeping up with system technology, ensuring updated policy and procedure is correctly followed as per guidelines.

- Engaging Private Bankers to analyse and attend client meetings, lunches, dinners and activities to help build personalized and exceptional client service for our high net value clientele.

- Providing expertise and specialised knowledge to help achieve tailored financial solutions

- Work within a busy, commercially, revenue focused environment to ensure to best results for all

- Engaging with business clientele to understand how to best support, manage and grow small to large businesses.

- Adaptable and keeping up with changing market rates and inclusive of economic factors and risk within the world to discuss with bankers and clients to further financial wealth

- Input Relay service requests and consistently reviewing the serviceability calculator to complete switches, splits, home loan maintenance, interest adjustments, tackling complaints and problem solving queries

- Well versed across technology eg, Netbank, Commbiz to ensure our clients are self-sufficient and have an improved ability to access and manage their banking online.

Key Achievement:

- Assisting customers reach their financial goals by conducting financial health checks.

- Identifying client needs and understanding plans, adding value to each customers banking experience.

- Wide comprehensive and diverse knowledge of products and services inclusive of setting uo trusts, business accounts, deceased estates, Power of Attorneys, self-managed super funds, general banking and many more.

- Refer clients to home lending specialists and Business Bankers to ensure we are providing the best possible care and experience for our customers. Funding 2-3 million every week through provided referrals. Building a lending pipeline to assist future career goals.

- Contribute to a diverse culture with integrity and accountability by placing customer service at the centre of everything.

- An ability to work in a busy, commercial and driven retail environment an provide holistic solutions

- Business Banking Champion: Assisting with commercial lending opportunities, organised Business Banking training sessions. Worked very closely with Business Banker in branch

-FY2022 Core Values Courage, Commitment and Care award - 48 Martin Place Specialist Award Winner

CEO personalized recognition from Matt Comyn - CBA CEO

Key Achievements:

- A depth knowledge in Commonwealth Bank merchant products

- Developed relationships with outbound and inbound clientle calls

- Provided exceptional customer service for merchants and any queries

- Profound Microsoft, Excel and other technology skills

- Responding to a high volume of inbound calls and merchants, business owners and third party in a professional manner

- Providing understanding towards merchant pricing, refunds and refund delegations

- Merchant technical support and transactional verification

- Interacting to a high number of emails daily

- Assisted with providing clients with COVID-19 support

Key Achievements:

- A depth knowledge in superannuation and essential super products

- Developing my interpersonal skills with internal staff

- Process applications for members who require superannuation release before retirement

- Profound use of Microsoft, Excel and other in-depth computer skills

- Building stakeholder relationships with CommInsure staff

- Problem solving queries relating to member superannuation funds from clients and internal stakeholders

- Modelling subject matter expertise across products such as investments, super, annuities and pension accounts

- Responding to a high volume of inbound calls from investors, advisors, employers and third parties in a professional manner.