Steven Tran
Summary
Professional Banking Specialist with substantial experience in financial services, client relations, and strategic consulting. Strong focus on team collaboration ensures seamless integration into any team environment, adapting swiftly to changing needs. Known for exceptional analytical skills, effective communication, and results-driven approach, consistently delivering impactful financial solutions and client satisfaction.
Overview
9
9
years of professional experience
Work History
Banking Consultant
ANZ
11.2024 - Current
- Manage customer accounts to help them manage their personal finances.
- Helped customers to request loans, SMSF accounts, credit cards and other similar banking products by guiding them in the request process and examining and compiling the necessary documents.
- Proven concepts and reliability with the help of financial transactions and financial alignment at the end of the day.
- Regularly monitor your accounts to make it easier to prevent financial crimes and identify potential frauds
- Collaborated with team members to meet branch targets and improve customer conversations
- Conducted comprehensive risk assessments to ensure compliance with industry regulations.
Internal Sales Representative
HI-Q
07.2024 - 11.2024
- Generated new business by identifying and securing contracts with commercial and industrial clients for waste management services.
- Maintained and grew a portfolio of accounts, ensuring customer satisfaction and retention.
- Negotiated pricing and service agreements to meet client needs while achieving company revenue targets.
- Managed the sales pipeline using CRM software, tracking leads, follow-ups, and closed deals.
- Collaborated with operations and customer service teams to ensure seamless service delivery.
- Exceeded monthly and annual sales targets, contributing to overall company growth.
- Cultivated strong relationships with clients, enhancing customer satisfaction and loyalty.
Pharmacy Assistant
Chemist Warehouse
05.2023 - 07.2024
- Processed customer prescriptions accurately and efficiently using pharmacy management software.
- Assisted pharmacists in medication preparation and inventory management tasks.
- Educated customers on proper medication usage and potential side effects.
- Maintained cleanliness and organization of the pharmacy workspace to ensure compliance with health regulations.
- Trained new staff on operational procedures and customer service standards.
Business Development Associate
Corpay
12.2021 - 12.2022
- Reach out to potential businesses client to promote the company products, and to ensure customer satisfaction to maintain long term retention.
- Met daily KPIs to contribute to the achievement of the company's objectives.
- Participated in sales meetings to gain insight into the specific types of new leads required by sales professionals.
- Interact with clients via phone and face-to-face to discuss a potential business transaction.
- Proficient in CRM software to keep record of potential clients and revenue.
- Developed and maintained client relationships to drive business growth.
- Conducted market research to identify new business opportunities and trends.
Fill Team Member
Big W
07.2021 - 11.2021
- Responding to customer inquiries, resolving complaints, and addressing any issues promptly.
- Working closely with team members to achieve sales targets and meet operational goals.
- Restocking merchandise and ensuring shelves to meet customer demands.
- Processing transactions accurately and efficiently at the checkout counter.
- Managed inventory replenishment to optimize product availability and reduce stockouts.
Kitchenhand
KFC
03.2017 - 07.2021
- Maintain positive and calm attitude in fast-paced and demanding environment.
- Prepared ingredients and assembled menu items according to KFC standards.
- Applied problem solving strategies to keep team members under pressure.
- Preparing and cooking menu items according to the standards.
- Maintaining cleanliness and sanitation standards in the kitchen area by following the food safety procedures and regulations.
- Monitoring and managing inventory levels for optimal day-to-day operations.
Education
Bachelor of Finance and Economics - Applied
RMIT University
12.2023
Skills
- Operational efficiency
- Know your customer
- Payment processing
- Loan origination
- Business prospecting
- Portfolio management
- Branch management
- Credit assessment
- Banking operations
Accomplishments
- Involved in client acquisition, achieving 75K annual revenue during internship period.
- Managed stocktake inventory and invoice at retail store.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Timeline
Banking Consultant
ANZ
11.2024 - Current
Internal Sales Representative
HI-Q
07.2024 - 11.2024
Pharmacy Assistant
Chemist Warehouse
05.2023 - 07.2024
Business Development Associate
Corpay
12.2021 - 12.2022
Fill Team Member
Big W
07.2021 - 11.2021
Kitchenhand
KFC
03.2017 - 07.2021
Bachelor of Finance and Economics - Applied
RMIT University