Shamim Salimi
357 Collins St, Melbourne
Summary
Compassionate and results-driven banking professional with proven expertise in supporting customers facing financial hardship, driving early engagement strategies, and managing retail banking operations. Adept at evaluating complex financial situations and delivering personalised, solution-oriented support to individuals in vulnerable circumstances. Known for empathetic communication, sound decision-making under pressure, and a strong commitment to administrative precision. Dedicated to delivering meaningful customer outcomes while meeting regulatory and business objectives.
Overview
15
15
years of professional experience
Work History
Financial Hardship Specialist
Commonwealth Bank of Australia, CBA
11.2024 - Current
- Supported customers experiencing financial and personal difficulties with empathy and care.
- Crafted customised financial support strategies aimed at long-term financial stability and improved overall wellbeing.
- Delivered enhanced assistance to vulnerable customers through active listening, emotional intelligence, and adaptable communication approaches.
- Accurately documented customer interactions and case details in line with compliance, audit, and service delivery requirements.
- Recognised early warning signs of financial strain and referred complex situations through appropriate escalation pathways.
- Skilled in using Microsoft Office applications for efficient data management, reporting, and administrative support.
- Consistently adhered to all standards outlined in the (PFR) framework.
EARLY CUSTOMER ENGAGEMENT AGENT
Commonwealth Bank of Australia, CBA
03.2024 - 11.2024
- Reached out to customers showing early signs of financial difficulty to offer proactive guidance and avoid account delinquency.
- Detected potential financial risks by analysing account activity and delivered customised support to address individual needs.
- Provided clear information on available financial resources and repayment solutions to help customers manage their obligations effectively.
- Recorded customer interactions with accuracy and discretion, ensuring adherence to compliance, confidentiality, and data integrity standards.
PRACTICE MANAGER OF SPECIALIST MEDICAL CLINIC
Manningham Specialist Centre
02.2019 - 11.2023
- Provided administrative and operational support to approximately 30 Medical Specialists and 5 Clinical Psychologists practicing at the centre
- Coordinated educational sessions for General Practitioners, delivered by in-house Medical Specialists
- Streamlined service delivery to enhance patient experience and responded to enquiries and concerns from doctors and psychologists
- Managed patient bookings, cancellations, urgent appointments, and waiting lists to ensure efficient scheduling
- Handled patient files and new referrals with accuracy, confidentiality, and attention to detail
- Oversaw incoming phone calls, emails, and face-to-face enquiries, ensuring prompt and professional communication
PERSONAL ASSISTANT
Dr Ehsan Rahimikia (Consultant Psychiatrist)
09.2016 - 02.2019
- Coordinated patient bookings and provided comprehensive administrative support to ensure smooth clinic operations
- Managed clinical files and sensitive health information in accordance with privacy and confidentiality standards
- Responded to patient and stakeholder enquiries via phone and online platforms in a timely and professional manner
- Conducted initial screening of new referrals, including basic risk assessment to prioritise patient needs appropriately
BEAUTY THERAPIST
Beauty Science
01.2011 - 09.2016
- Delivered a range of beauty treatments including Laser, IPL therapy, Skin Needling, and advanced dermal procedures
- Managed client bookings, appointments, and general administrative tasks to support daily clinic operations
- Responded to client enquiries in person and over the phone, providing professional and informative customer service
Education
Master of Counselling Student -
University of Canberra
06-2023
Graduate Diploma of Psychology (Advanced) -
Deakin University
03-2021
Bachelor of Psychological Science -
La Trobe University
03-2017
LANGUAGES
English
Persian
Timeline
Financial Hardship Specialist
Commonwealth Bank of Australia, CBA
11.2024 - Current
EARLY CUSTOMER ENGAGEMENT AGENT
Commonwealth Bank of Australia, CBA
03.2024 - 11.2024
PRACTICE MANAGER OF SPECIALIST MEDICAL CLINIC
Manningham Specialist Centre
02.2019 - 11.2023
PERSONAL ASSISTANT
Dr Ehsan Rahimikia (Consultant Psychiatrist)
09.2016 - 02.2019
BEAUTY THERAPIST
Beauty Science
01.2011 - 09.2016
Master of Counselling Student -
University of Canberra
Graduate Diploma of Psychology (Advanced) -
Deakin University
Bachelor of Psychological Science -
La Trobe University
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