Rodrigo Terencio
Chester Hill, Sydney,NSW
Summary
A multidisciplinary professional with more than 5 years extensive experience across the Australian work sector. Possessing an array of relevant skills, I offer expertise across several areas including effective stakeholder engagement and communication, as well handling an array of transactional services, all while maintaining a friendly and positive attitude. I am incredibly dedicated to customer support, and I always intend to deliver with the utmost professionalism and courtesy.
Overview
5
5
years of professional experience
Work History
Personal Banking Executive
HSBC
Parramatta, Sydney
03.2023 - Current
- Contributed to the front-line sales delivery of personal banking products and services.
- Promoted strong customer satisfaction and positive experiences with a focus on building long-term banking relationships.
- Qualified and proficient in all aspects of wealth and personal banking financial products and services.
- Provided comprehensive and professional inbound calls whilst working the high call volume of the bank averaging over 40calls per day and ensuring compliance with regulatory requirements as well as quality assurance standards.
- Identified customer needs and explored all cross-selling opportunities and referrals to convert customer main financial institutions.
- I also have professional expertise in reviewing and clearing financial crime exceptions files, including blacklist, sanctions (country & individual), Global Exit Watchlist, Political Exposed Person(s) (PEP), Special Category Customer(s) (SCC) and Fraud.
- In addition to my expertise, I adhere to BCOP, AML, CTF, RG271, ANTI-HAWKING, FACTA, and ensure compliance with privacy, tax, and cross-border regulatory requirements.
Warehouse Assistant
Tradelink
Villawood, NSW
11.2023 - 01.2024
- Inbound customer service calls as well as upselling, cross selling and termination.
- Team management experience in assisting with training new staff and continuous development of current staff.
- Overachieved KPI sales targets while delivering a high standard of customer service and support.
- Met with external advertising stakeholders and area managers on a regular basis to discuss opportunities that would further generate sales to our warehouse.
- Improved organisation of stock, instituting new and efficient systems that saved time and minimised errors.
Warehouse (back Dock) Manager
Woolworths PTY LTD
Chester Hill, NSW
11.2018 - 04.2023
- Facilitated a small team of 5-8 people per shift
- Mentored and trained new employees with a primary focus on customer service protocols as well as safety measures.
- Anticipated and provided assistance on potential challenges that could arise for customers.
- Assisted supervisor with completing relevant paperwork on a regular basis.
- Was in charge on deliveries in and out of our Woolworths store and worked with a small team to ensure deliveries were looked after and worked on right away as well as adhered to a hourly KPI on stock management to fill self's.
- Maintained and ensured good back house management to make sure the store was always cleaned daily and ready for the day.
Business Sales Assistant
Optus
Bondi, NSW
01.2022 - 08.2022
- Optimized network bandwidth usage by configuring CDNs across multiple regions.
- Managed cost optimization initiatives by properly sizing the cloud instances according to workloads.
- Migrated existing services from on-premise to cloud platform while ensuring zero downtime during the transition period.
- Trained team members regarding best practices for achieving maximum scalability and efficiency when working in cloud environments.
- Supported quality improvement program, processes and daily operations by monitoring activities and suggesting ideas to enhance outcomes.
- Helped customers find specific products, answered questions, and offered product advice.
- Provided customer service by answering questions, resolving problems, and responding to complaints in a timely manner.
Education
Cert IV Finance And Mortgage Broking - Commercial lending, Mortgage lending, Loans
Kaplan Business School
Sydney, NSW04-2024
High School Diploma -
De La Salle Ashfield College
Ashfield, NSW11-2018
Skills
- Account Servicing
- Financial Planning
- Banking Regulations
- Transaction Processing
- Portfolio Management
- Customer Service
- Performance Tracking
- Upselling Strategies
- Lead Qualification
- Product Descriptions
- Microsoft Office Suite, IOS, HTML
Languages
Portuguese
Native/ Bilingual
Timeline
Warehouse Assistant
Tradelink
11.2023 - 01.2024
Personal Banking Executive
HSBC
03.2023 - Current
Business Sales Assistant
Optus
01.2022 - 08.2022
Warehouse (back Dock) Manager
Woolworths PTY LTD
11.2018 - 04.2023
Cert IV Finance And Mortgage Broking - Commercial lending, Mortgage lending, Loans
Kaplan Business School
High School Diploma -
De La Salle Ashfield College
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