Stephanie Carter
Personal Banker
Wilton,NSW
Summary
Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision making skills to manage multiple, concurrent tasks.
Self-motivated work ethic to perform effectively in independent or team environments. Reliable administrator with experience managing front desk operations and offering general office support. Detail-oriented specialist with background coordinating scheduling and record-keeping.
Efficient typing and transcription skills. Enthusiastic Administrative Assistant with expertise in anticipating professional needs and proactively identifying and resolving problems. Bringing proven to promote organization and availability through effective schedule development. Excellent customer service and conflict management skills.
Overview
8
8
years of professional experience
Work History
Personal Banker
ANZ Banking Group
Narellan, NSW
08.2018 - Current
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Promoted financial products by maintaining excellent service offering knowledge.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Presented new and additional products and services to existing customers.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
Administration Officer
RMC Haulage Pty Ltd
Wilton, NSW
07.2015 - 12.2019
- Taking phone calls and arranging meetings.
- Reduced recordkeeping errors by precisely handling financial transactions, journal entries and accounts payable and receivable activities.
- Managed team petty cash, purchase orders and account transactions.
- Managed daily payment processing and drafted related financial documents.
- Drafted and distributed invoices for outstanding payments.
- Processed purchase orders, service contracts and financial reports.
- Coordinated travel arrangements by booking airfare, hotel and ground transportation.
- Recorded expenses and maintained accounting records.
- Prepared weekly employee work schedules for staff members.
- Processed invoices and expenses using MYOB to facilitate on-time payment.
- Created detailed expense reports
- Sorted and distributed office mail and recorded incoming shipments for corporate records.
- Managed weekly payroll employees, as well as insurance matters, workman's compensation and compliance reporting.
- Verified administrative information in MYOB, contacting employees and suppliers to maintain accuracy.
- Managed payroll, transactions, invoicing and budgeting.
Education
High School Diploma -
Good Samaritan Catholic College
Skills
Client relationship management
Relationship building and management
Cash Handling
File Maintenance
Customer follow-up
Taking directions
Database administration
Bookkeeping
Mail handling
Scheduling
Good Telephone Etiquette
Timeline
Personal Banker
ANZ Banking Group
08.2018 - Current
Administration Officer
RMC Haulage Pty Ltd
07.2015 - 12.2019
High School Diploma -
Good Samaritan Catholic College