Professional Summary
Overview
Work History
Education
Skills
Timeline

Sharna Stoneman

Westpac Bank
East Maitland,NSW
12
years of professional experience

Experienced with financial customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.

Work History

Personal Banker

7 Months
Westpac Bank | 01.2026 - Current
  • Guided clients in selecting appropriate financial products to meet individual needs.
  • Assisted customers with inquiries, delivering exceptional service to enhance satisfaction.
  • Analyzed client financial needs to recommend suitable banking products and services.
  • Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
  • Facilitated loan processing by coordinating documentation and compliance reviews.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.

Personal Banking Advisor

10 Years
Westpac Banking Group | 01.2016 - 01.2026
  • Advised clients on tailored financial products and services, enhancing their banking experience.
  • Developed personalized banking solutions, enhancing customer satisfaction and loyalty.
  • Collaborated with team to streamline processes, resulting in improved service delivery.
  • Provided personalized banking solutions and product recommendations, significantly boosting customer satisfaction.
  • Promoted digital banking options to clients, simplifying their account management experience while reducing branch traffic.

Medical Receptionist

1 Year 6 Months
Thornton Medical Centre | 07.2014 - 01.2016
  • Coordinated patient scheduling and appointment management, improving workflow efficiency and patient access.
  • Managed patient records with a focus on compliance with privacy regulations, safeguarding sensitive information.
  • Managed high call volumes, directing calls to appropriate departments while maintaining a polite and professional demeanor.
  • Handled high call volumes, efficiently directing calls to appropriate departments while ensuring a courteous patient experience.

Education

Home Lending Training Academy

Westpac Banking Corporation | 04-2023

RG146

Deakin University | Melbourne, VIC | 05-2018

Higher School Certificate

Rutherford Technology High School | Rutherford, NSW | 10-2011

Skills

Relationship building and management
Sales expertise
Attention to detail
Fraud prevention
Customer service
Issues resolution
Loan processing
Opportunity identification

Timeline

Personal Banker

Westpac Bank
01.2026 - CurrentRead More

Personal Banking Advisor

Westpac Banking Group
01.2016 - 01.2026Read More

Medical Receptionist

Thornton Medical Centre
07.2014 - 01.2016Read More

Rutherford Technology High School

Higher School Certificate
Read More

Deakin University

RG146
Read More

Westpac Banking Corporation

Home Lending Training Academy
Read More
Sharna Stoneman