Summary
Overview
Work History
Education
Skills
Languages
Professional Expertise
Attributes
Training
Movies / Boating / Camping / BBQ's/ Social Gatherings
References
Timeline
Generic

Stacey John

Upper Coomera

Summary

I'm a dedicated, driven and focused professional who has been in the finance industry for over 2 decades. I am always committed to go above and beyond. I have a very strong mindset about work, safety, wellbeing, health and life balance within my team, myself and others. Believe in keeping a positive mindset, which promotes strong focus and strength within your environment. I love and enjoy being part of a team, however can work independently. I enjoying helping others to succeed, stay on track, to prosper and grow and ensure the business / organisation is ahead of the goals.


# I currently demonstrate knowledge and understanding within my industry.

# I have a strong track record of following instructions and facilitating them for a successful outcome.

#Well-honed interpersonal and verbal communication skills with the ability to nurture and grow relationships, with management, team members and shareholders to achieve high quality results for the business.

# I have an excellent attention to detail and written communication skills with the ability to maintain accurate documentation of business interactions.

# Advanced critical thinking and problem solving skills, gained effectively when liaising with the clients and business unit.

# Management and leadership skills with demonstrated track record of successfully improving peers motor skills, confidence and abilities through mentoring and training.

# Outstanding time management and organisational skills gained effectively by managing multiple tasking and prioritising workload top meet deadlines.

# I work with extreme honesty, integrity, accountability and am a loyal employee that honours discretion and the code of conduct.

# Always keen to learn and have a new challenge.


Now looking for a new a career and change. I believe I would be a great asset to any business or organisation.

My current employee is not aware I'm searching for a new challenge.

Overview

27
27
years of professional experience

Work History

Personal/ Business Banking Specialist

WESTPAC
01.2014 - Current
  • Company trust accounts, self-managed super funds, equipment finance referrals, business loan sign up's, credit cards, personal loans, and broker home lending sign ups, deceased estate management, power of attorney documents and uploading.
  • Problem solving and multitasking.
  • Providing exceptional customer service on a daily basis, listening and helping. Working with care, compassion and understanding.
  • Undertaking a range of computer based administration tasks, such as document filing and word processing.
  • Abiding by the Code Of Conduct and Privacy Policy.

Personal Banker/ General Banker/ Teller A

WESTPAC
01.2011 - 01.2014
  • Effectively dealt with a range of affluent clients to assist with wealth and financial planning
  • Solved clients' issues and complaints in a highly professional manner
  • Delivered tellers duties, cash orders, daily cash balancing and ATM balancing
  • Conducted branch cash control and treasury
  • Undertook a range of administrative duties, such as phone communications, word processing, switchboard management, filing, and data entry
  • Arranged appointments and confirmed interviews with clients
  • Managed volt combinations, keys and alarm testing.

Business Officer

WESTPAC
01.2008 - 01.2011
  • Opened company, trust and trading accounts
  • Assisted customers with matters pertaining to protections, lending and leasing
  • Facilitated investments, term deposits, personal loan applications, insurance, super annulation activations, and credit card applications
  • Brokered home loan documents, sign ups and lending
  • Appropriately handled customer complaints, offering high quality solutions
  • Undertook administrative tasks, such as arranging appointments, filing, and calling clients.

Customer Service Representative 2/ Designated Officer

WESTPAC
01.1999 - 01.2008
  • Opened new accounts and identified clients' needs
  • Built new clientele by providing effective sales and customer service
  • Processed personal loans and credit card applications
  • Managed deceased estates, new trust accounts and day to day balancing
  • Provided high quality financial advice to clients on term deposits and investment accounts
  • Supervised and mentored a range of staff members to improve their skills.

Teller CSR 1/ Business Express Deposits and ATMs

WESTPAC
01.1997 - 01.2008
  • Undertook day to day transactions of all types of balancing
  • Provided friendly and professional services to customers
  • Operated and balanced ATMs.

Education

Certificate VI - Banking And Financial Support Services

Kaplan
Professional Education
11.2012

Diploma of Financial Services - Cert III - Financial Services

Securities Institute
Securities Institute Education
01.2004

HIGHER SCHOOL CERTIFICATE -

BEAUDESERT HIGH SCHOOL
BEAUDESERT, QLD
01.1990

Skills

* Customer Focused & Customer Care

* Attention to Detail

* Attentive Listening

* Accountable

* Reliable

* High Integrity

* Honest

* Loyal

* Professional

* Adaptable & Flexible

* Strong Time Management skills

* Problem Solving / Critical Thinking

* Multi- Tasking

* Quick learner

* Self Motivated

* Positive Mindset

* Sales Skills / phone and face to face

* Communication

* Team Work

* Growth Mindset

* Results Focused

* Caring & Compassionate

* Emotional Intelligence

* Relationship Management

* Outlook

* Microsoft Word

* Excel Usage

* Financial Literacy

* Interpersonal Skills

* Business Acumen

Languages

ENGLISH- NATIVE SPEAKER

Professional Expertise

  • Proven technical knowledge and proficiencies in the areas of sales, financial services and banking.
  • Strong business acumen and financial skills gained from delivering financial information services, account management support and information services to businesses.
  • Demonstrated experience successfully facilitating the increase of sales and winning new business for companies.
  • Exceptional customer service skills with a proven track record of delivering the highest levels of satisfaction to clients within the banking and financial industry.
  • Strong management skills gained from successfully managing, motivating and supporting staff to promote their professional and personal development.
  • Outstanding verbal communication and interpersonal skills with a proven track record of increasing companies' sales through building strong and enduring relationships with a diverse range of clients.
  • Excellent time management and organisation skills gained from successfully managing complex tasks and prioritising workload to deliver high quality results for clients.
  • Advanced written communication skills and attention to detail gained from producing detailed documentation of all customer and business discussions.
  • Exceptional problem solving, conflict resolution and critical thinking skills with the ability to identify and resolve clients' complaints in a highly respectful, sensitive and professional manner.
  • Well-honed administration and clerical skills with experience conducting a range of office tasks, such as data entry, filing and liaising with clients, efficiently and to a high standard.

Attributes

  • ADAPTABLE & FLEXIBLE
  • ACCOUNTABLE
  • ATTENTION TO DETAIL
  • BUSINESS ACUMEN
  • CUSTOMER FOCUSSED
  • FINANCIAL LITERACY
  • INTERPERSONAL SKILLS
  • MANAGEMENT SKILLS
  • MULTI-TASKING
  • QUICK LEARNER
  • SALES
  • SELF MOTIVATED
  • TEAM WORK
  • TIME MANAGEMENT
  • WORK ETHIC
  • WRITTEN COMMUNICATION

Training

CUSTOMER HANDLING DEALING WITH AGGRESSIVE CUSTOMERS SALES COMPLAINTS MANAGEMENT OBJECTIONS HANDLING

Movies / Boating / Camping / BBQ's/ Social Gatherings

I enjoy all movies from True Stories to Action / Thrillers / Horror and Comedies.


We love boating, owned a boat or Jet-ski for approx 20 years, started water skiing at the age of 22 ( I'm not that good) My son was under 13 years old, wake board champion 2nd in Australia in 2021.We love boating, owned  boat or Jet-ski for approx 20 years, started water skiing at the age of 22 ( I'm not that good) My son was under 13 years old, wake board champion 2nd in Australia in 2021. We enjoy fishing, snorkelling and just being on the water.


Love camping, connecting with nature and FW driving with friends. We find it relaxing and exploring.


BBQ's and social gatherings, enjoy meeting new people. Laughing, sharing stories and in winter sitting around a fire cooking marshmallows. Enjoy going out to Restaurants to support local businesses.

References

Samara Jacquin - Westpac Bank Manager (on maturity leave)

Contact No. 0413 646 545

Email. samarajacquin@jcloud.com


Ardyn Foy - Westpac Bank Manager

Contact No. 0466 022 381

Email. afoy@westpac.com.au


John Reynolds - Film Industry / Works with People for Health & Wellbeing

Contact No. 0403 031 163

Email. johnwarrioroflight@yahoo.com.au


Sheree Orlando - QPS Sergeant

Contact No. 0407 156 963

Email. shereeorlando@hotmail.com


Natasha Anderson - Ex IT corporate Manager

Contact No. 0499 994 588

Email. natashaa652@gmail.com




Timeline

Personal/ Business Banking Specialist

WESTPAC
01.2014 - Current

Personal Banker/ General Banker/ Teller A

WESTPAC
01.2011 - 01.2014

Business Officer

WESTPAC
01.2008 - 01.2011

Customer Service Representative 2/ Designated Officer

WESTPAC
01.1999 - 01.2008

Teller CSR 1/ Business Express Deposits and ATMs

WESTPAC
01.1997 - 01.2008

Certificate VI - Banking And Financial Support Services

Kaplan

Diploma of Financial Services - Cert III - Financial Services

Securities Institute

HIGHER SCHOOL CERTIFICATE -

BEAUDESERT HIGH SCHOOL
Stacey John