Sara Poleo

• Analyzed budgeting and accounting reports to maintain expenditure controls.
• Cultivated relationships with key players in various industries to create ongoing and mutually beneficial referral systems.
• Increased bottom-line profitability by growing customer base and capitalizing on upsell opportunities.
• Negotiated and reviewed business contracts and financial models with profitability and financial success in mind.
• Executed demand and cost analyses and investigated pricing decisions, financial management and business expansion.
• Developed and maintained mutually beneficial work relationships with stakeholders in Europe and Asia.

All previous role responsibilities as well as:

• Assessed customer financial information to discern eligibility for credit facilities taking into account, liabilities, income, expenses, conduct and risk.
• Onboarded complex financial documents such as Enduring and General Power of Attorneys, Financial Management Orders, Guardianship Orders and QCAT orders.
• Trained to identify, report and mitigate; financial scams and digital fraud.
• Trained to identify, report and mitigate; Financial Terrorism, Money Laundering, and Sanctions Risks.

• Maintained confidentiality of bank records, safe custody, client information and legal documents.
• Trained to securely record and maintain sensitive bank information and customer identification to comply with KYC and AML regulations.
• Contributed to maintaining branch security as well as conducting risk assessment within branch to meet regulatory compliance.
• Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
• Opened new checking, savings and lines of credit for customer accounts.
• Was subject to performance evaluations, documented outcomes and met recommendations.
• Reconciled branch vaults, balanced cash drawers and followed company cash control guidelines and procedures to protect customer and employer assets.

Worked Part time and Casually in various hospitality venues around brisbane including: restaurants, hotels, pubs, sporting clubs, fine dining.

• Provided highest quality customer service standards by anticipating customer needs.
• Recorded guest payments, verifying identification and credit card information to prevent fraud.
• Supervised staff and assigned duties for complete coverage.
• Provided personable service to improve customer service ratings.
• Trained workers in food preparation, money handling and cleaning roles to facilitate restaurant operations.
• Developed and implemented strategies to enhance team performance, improve processes and boost results.