Summary
Overview
Work History
Education
Skills
Timeline
Generic

SIMONE K

Brisbane,Australia

Summary

Client-focused banking professional with strong experience across Tier 2 banking, insurance services, financial administration, and customer-facing support. Skilled in managing client relationships, coordinating documentation, supporting operational processes, and ensuring accurate AML/KYC compliance. Known for high attention to detail, strong commercial awareness, and the ability to deliver quality outcomes in fast-paced environments. Holds a Bachelor's Degree in Professional Accounting and advanced qualifications in Leadership and Management.

Overview

2026
2026
years of professional experience

Work History

Retail Consultant (Level 2) / Banker

RACQ
03.2023 - Current
  • Supported clients across banking, insurance, and service-related needs, ensuring accurate information and a positive customer experience.
  • Coordinated documentation and ensured adherence to internal policies and regulatory requirements.
  • Acted as a key point of contact for client enquiries, resolving issues efficiently and professionally.
  • Assisted with digital banking onboarding, troubleshooting, and client education.
  • Built and maintained strong client relationships, contributing to retention and satisfaction.
  • Consistently exceeded service and engagement targets through proactive support.
  • Ensured accuracy in transaction processing and documentation.
  • Collaborated with internal teams to enhance service delivery and operational efficiency.

Receptionist / Administration

Bajwa Immigration Consultants
05.2023 - 01.2024
  • Managed front-desk operations and coordinated communication across multiple branches.
  • Maintained confidentiality of sensitive documents and client information.
  • Streamlined administrative processes to improve workflow efficiency.
  • Demonstrated strong multitasking and organisational skills under tight deadlines.

Customer Service Representative

United Pump
05.2022 - 12.2023
  • Managed customer enquiries, orders, returns, and billing issues across multiple channels.
  • Resolved issues professionally in high-pressure situations.
  • Supported payment processing and dispute resolution.
  • Delivered consistent, high-quality service.

Accountant Assistant

Take It Easy Accounting Services Pty Ltd
04.2021 - 06.2023
  • Prepared financial statements and maintained accurate financial records.
  • Ensured compliance with accounting standards and regulations.
  • Managed client enquiries and provided timely support.
  • Adhered to professional accounting codes of conduct.

Bank Teller

RACQ
01.2022 - 01.2023
  • Processed transactions with accuracy and compliance, including deposits, withdrawals, transfers, and payments.
  • Conducted AML/KYC verification and maintained high standards of documentation integrity.
  • Assisted customers with account enquiries, statements, and transaction issues.
  • Identified opportunities to support customers with relevant banking and insurance solutions.
  • Delivered high-quality customer service while maintaining confidentiality.

Accountant Assistant

DHIR Associates Public Accountants
01.2020 - 03.2021
  • Prepared expense reports, invoices, payroll records, and reconciliations.
  • Maintained digital and physical financial documentation.
  • Supported preparation of profit and loss statements and balance sheets.
  • Assisted clients with financial enquiries and payment-related questions.

Teller

RACQ
Brisbane


Assisted clients with digital banking services, including onboarding, troubleshooting, and promoting online platforms.

Processed customer deposits, withdrawals, transfers, and loan payments accurately.

Handled cash, checks, and electronic transactions while maintaining compliance with security protocols.
Balanced cash drawers daily, and resolved discrepancies promptly.
Assisted customers with account inquiries, statement requests, and transaction issues.

Promoted banking products and services during teller interactions to support sales goals.

Ensured compliance with AML (Anti‑Money Laundering) and KYC (Know Your Customer) requirements.

Provided frontline support for insurance and roadside assistance inquiries.

Delivered exceptional customer service while maintaining confidentiality and professionalism

Education

Diploma & Advanced Diploma - Leadership and Management

Australia Institute of Technology and Education
01.2023

Professional Year Program -

Performance Education
01.2020

Bachelor - Professional Accounting

Griffith University
01.2019

Skills

  • Digital banking onboarding
  • Financial documentation
  • Transaction processing
  • Regulatory compliance
  • Customer relationship management
  • Administrative coordination

Timeline

Receptionist / Administration

Bajwa Immigration Consultants
05.2023 - 01.2024

Retail Consultant (Level 2) / Banker

RACQ
03.2023 - Current

Customer Service Representative

United Pump
05.2022 - 12.2023

Bank Teller

RACQ
01.2022 - 01.2023

Accountant Assistant

Take It Easy Accounting Services Pty Ltd
04.2021 - 06.2023

Accountant Assistant

DHIR Associates Public Accountants
01.2020 - 03.2021

Teller

RACQ

Diploma & Advanced Diploma - Leadership and Management

Australia Institute of Technology and Education

Professional Year Program -

Performance Education

Bachelor - Professional Accounting

Griffith University
SIMONE K