Shania Vilarino
Arncliffe ,NSW
Summary
Personal Banking Specialist with a proven track record at Westpac, excelling in customer service and financial advising. Achieved high client retention through relationship building and tailored solutions. Recognized for exceptional cash handling and compliance, consistently exceeding performance metrics while fostering a positive team environment.
Professional banking expert prepared to excel in financial services. Proven success in customer relations, account management, and financial advisory, ensuring optimal client satisfaction. Strong focus on team collaboration and adaptability, consistently delivering results. Skilled in financial analysis, risk assessment, and regulatory compliance, with personable and reliable demeanor.
Overview
5
5
years of professional experience
Work History
Personal Banking Specialist
Westpac
10.2023 - Current
- Developed strong relationships with clients by conducting regular follow-ups and providing ongoing support with all banking needs.
- Provided exceptional customer service, resulting in increased customer retention rates and positive feedback from clients.
- Handled high volumes of cash transactions accurately and efficiently while adhering to strict security protocols.
- Enhanced customer satisfaction by addressing and resolving complex banking issues.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Mentored junior team members, sharing expertise and best practices to foster a supportive and high-performing work environment.
Personal Banker
Westpac Banking
08.2022 - 10.2023
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
Personal Banking Advisor
WESTPAC
04.2020 - 08.2022
- Educated clients on available banking products and services, ensuring they had the tools necessary to make informed decisions about their finances.
- Participated in cross-training opportunities within the bank, broadening skillset beyond personal advising role.
- Educated customers on features and benefits of banking products and services.
- Increased customer satisfaction by providing personalized banking solutions and product recommendations.
- Built strong relationships with clients, identifying their financial needs and offering tailored advice.
- Achieved sales targets by consistently meeting or exceeding assigned quotas for new accounts and referrals.
- Balanced teller drawers and ATM cash.
- Opened, closed, and updated accounts for customers.
Education
High School Diploma -
Concord High School
Concord, NSW01-2020
Skills
- Customer service
- Financial advising
- Regulatory compliance
- Problem solving
- Product knowledge
- Performance metrics
- Positive attitude
- Customer satisfaction
- Rapport building
Languages
English
Native or Bilingual
Portuguese
Full Professional
Timeline
Personal Banking Specialist
Westpac
10.2023 - Current
Personal Banker
Westpac Banking
08.2022 - 10.2023
Personal Banking Advisor
WESTPAC
04.2020 - 08.2022
High School Diploma -
Concord High School
Similar Profiles
Dyllan TurnbullDyllan Turnbull
Mobile Mortgage Manager at WestpacMobile Mortgage Manager at Westpac
Charlotte MitchellCharlotte Mitchell
Customer Service Representative at WestpacCustomer Service Representative at Westpac
Mike AlwaniMike Alwani
D365 CRM Technical Lead | Consultant | Developer at WestpacD365 CRM Technical Lead | Consultant | Developer at Westpac