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