Dynamic professional with a bright and bubbly attitude, experienced in multiple roles throughout the Banking and Finance Industry.
I excel in delivering exceptional customer service while optimising office operations. Proven ability to build relationships and streamline processes, ensuring efficient workflow.
Overview
14
14
years of professional experience
Work History
Receptionist Administrator
Parry & Williams
Sandgate, QLD
03.2023 - Current
Managed front desk operations, ensuring a welcoming environment for all visitors.
Coordinated scheduling and appointments for management.
Maintained accurate records and files, optimising data retrieval processes.
Developed and maintained relationships with companies to ensure service quality.
Answered incoming calls, directing clients to individuals addressing specific needs.
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Kept reception area clean and neat to give visitors a positive first impression.
Handled complaints and questions, and re-directed calls to applicable team members.
Expedited daily office tasks such as mail distribution, document scanning, photocopying, Microsoft office and data entry to ensure smooth workflow.
Bookkeeper
Hammertime Reno’s
Brighton, QLD
01.2019 - Current
Managed accounts payable and receivable, ensuring accurate and timely processing of invoices through MYOB.
Reconciled bank statements and financial discrepancies to maintain accurate financial records.
Streamlined bookkeeping processes, enhancing efficiency in data entry.
Bank Teller & Deceased Estates Operations Officer
BOQ
Taigum, Lutwyche, Windsor & Head Office
01.2012 - 10.2020
Delivered exceptional customer service through prompt resolution of inquiries and concerns.
Assisted in onboarding new customers, ensuring smooth transitions and satisfaction with services provided.
Collaborated with team members within the organisation to improve overall customer experience.
Helped customers on the front line every day with a positive attitude.
Maintained a high level of product knowledge to effectively assist customers with accurate information and recommendations.
Handled large amounts of cash including servicing and controlling the ATM and Safe.
Coordinated communication with Legal Teams, The Public Trustee and other relevant services with a high level of professionalism.
Provided excellent customer care to maintain and improve customer relations, strengthen loyalty and support families through difficult times.
High level of knowledge in certifying and recognising legal documents such as Probate, Wills, POA and Certificates.
Closing and dispersing funds accordingly with Estates.
Education
Consumer Lending Certificate - Finance
BOQ
Brisbane, QLD
01.2014
Tier 2 Compliance Accreditation - Finance
BOQ
Brisbane, QLD
04.2012
Certificate Of Accreditation - Insurance And Risk Management
Vero Insurance
Brisbane, QLD
03.2011
Certificate II - Workplace Practices
TAFE QLD
QLD
10.2009
Certificate II - Business
TAFE QLD
QLD
10.2009
Skills
Competence in developing and administering financial processes and procedures
File organisation
Multi-line phone operation
Appointment setting
Payment collection
High level of Customer service
Phone and email etiquette
Multitasking and organisation
Bookkeeping
Bright and bubbly attitude
Ability to adapt to workplaces
Ability to work in a team setting as well as individually
Analysing Data
Timeline
Receptionist Administrator
Parry & Williams
03.2023 - Current
Bookkeeper
Hammertime Reno’s
01.2019 - Current
Bank Teller & Deceased Estates Operations Officer
BOQ
01.2012 - 10.2020
Consumer Lending Certificate - Finance
BOQ
Tier 2 Compliance Accreditation - Finance
BOQ
Certificate Of Accreditation - Insurance And Risk Management