Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Sumon Banerjee

Adelaide

Summary

Experienced banker with a 3-year tenure at Westpac Group. Dedicated to delivering high-quality results and demonstrating a strong passion for leadership. Skilled in cultivating stakeholder relationships to foster mutually beneficial partnerships, consistently achieving impressive outcomes that garner positive feedback from supervisors and customers alike. Recognized for reliability and exceeding performance benchmarks. Committed to driving success in the banking industry. Connect with me on LinkedIn: https://www.linkedin.com/in/sumon-banerjee-47a262188/

Overview

5
5
years of professional experience

Work History

Claims Manager

Suncorp
04.2025 - Current
  • At the training phase at present.
  • Job will involve processing the claims of those who have had an incident at their house to see firstly whether it meets the definition of being an insured event and then provided that it does, taking the necessary steps to help address their situation.

Consumer Consultant

Audika
03.2025 - 04.2025
  • Outbound cold-calling to members of the public in order to inform them about Audika's free hearing test offer for anyone over 26 plus educating them regarding the need to have their hearing checked regularly.
  • By doing this, would look to persuade them to come in for a free hearing test at Audika.
  • Contacting people who had their hearing checked by Audika long time ago and looking to persuade them of the need to come in for another heaing test,

Estates Care Consultant

Westpac Group
08.2023 - 09.2024
  • Answering the queries of Estate Representatives, Lawyers & branch staff regarding what documents are required for finalization of an estate and how to correctly complete these documents.
  • Predominantly in-bound call centre environment but sometimes also necessary to make outbound calls and send emails to representatives.
  • High level of proficiency at understanding the scenarios when a certain document would be required and when it will not.
  • Great intuition at knowing the most time effective way the estate representative can re-provide a particular form when something goes wrong.

Customer Assist

Westpac Group
09.2021 - 07.2023
  • Worked with Transaction and Credit Card Accounts in the Collections Space.
  • Role involved contacting SGB customers that have overdrawn on their transaction accounts as well as those that have either fallen behind on the MMPs of their Credit Card and/or gone over their Credit Limit to inform them of this fact and then work with them to find an appropriate solution for the issue.
  • Highly proficient at utilizing various software and tools such as TCS, Vision Plus, Appian, Geproc and Firefly.
  • Extensive knowledge about the various Transaction and Credit Card accounts and the Terms & Conditions associated with them.
  • Additionally, also have a great understanding about other miscellaneous things such as Comprehensive Credit Reporting, Hardship Arrangements & the necessary documents for finalizing a deceased’s estate.
  • This enables me to educate customers and helps in developing solutions that are most appropriate for their circumstances.

Compliance Officer

Services Australia
11.2020 - 05.2021
  • Investigating whether customers have received the correct amount of income support payment from Centrelink.
  • For determining this had to examine whether the customer has met the appropriate notification requirements based upon their circumstances when reporting about their earned income, as per Social Policy Law.
  • Additionally, utilised software such as ADEX and complex assessment tools such as Earnings Apportionment Tool for undertaking this work.
  • Outbound Telephony – ringing up customers to inform them about overpayments they may have received as well as educating them about the reasons why this occurred.

Client Services Officer

Services Australia
08.2020 - 10.2020
  • Inbound Telephony – receiving calls from JobSeeker customers, answering their various queries and/or finding the appropriate solution for their needs.
  • Navigating through various resources and channels in order to obtain the proper solution for solving customer’s problem/s.
  • Utilising software such as Customer First, Process Direct and Assisted Customer Claim for obtaining information about the customer, making changes on their record and finally undertaking tasks on their behalf.

Client Services Officer

RJD Financial Planning
05.2020 - 08.2020
  • Collate and organise client files, manage the insurance and Super research on X-Plan for clients and make outbound calls to providers including Insurance companies and Superannuation Funds.
  • Prospect clients by outbound calls to organise meetings and conduct first appointment to identify client needs, concerns and objective and complete fact find and investor profile.
  • Conduct research to find strategy and products that are in the client’s best interests and ensure that an exceptional level of customer service is provided through every interaction with the needs of the customer being the foremost priority.
  • Ensure client is kept well informed and that all necessary actions are recommended and undertaken and maintain formal and informal key contacts both within the business and external to the business.

Education

Diploma of Financial Planning -

Mentor Education
05.2025

Masters of Finance - Banking

University of South Australia
01.2019

Bachelor of Economics & Finance - undefined

University of Adelaide
01.2017

Certificate of Achievement - undefined

H & R Block’s Income Taxation Course
01.2017

Skills

  • General Administration: skilled in data entry with the ability to draft formal correspondence such as emails, templates, and letters Also, a strong understanding of effective filing solutions and report writing
  • Call Centre Environment: extensive experience working in both in-bound & outbound telephony where the call volume was very high
  • Compliance Work: able to thoroughly understand legislation and then make use of this knowledge to determine whether customers have met their obligatory requirements
  • Strategic Business Planning: able to align direction throughout the business and assess emerging trends to assess areas of change and opportunity and communicate company vision across the business

Accomplishments

  • Offers a vast amount of experience working in both in-bound and out-bound call centre type environments.
  • Have significant experience working in the field of compliance for Social Security Payments.
  • Significant experience working with SGB Bank products such as Credit Cards, transaction accounts and a deep understanding of the Terms & Conditions associated with these products.
  • Also, high level of expertise regarding things such as CCR Legislation, Hardship Arrangements & the requirements for finalization of Deceased Estates.

Timeline

Claims Manager

Suncorp
04.2025 - Current

Consumer Consultant

Audika
03.2025 - 04.2025

Estates Care Consultant

Westpac Group
08.2023 - 09.2024

Customer Assist

Westpac Group
09.2021 - 07.2023

Compliance Officer

Services Australia
11.2020 - 05.2021

Client Services Officer

Services Australia
08.2020 - 10.2020

Client Services Officer

RJD Financial Planning
05.2020 - 08.2020

Masters of Finance - Banking

University of South Australia

Bachelor of Economics & Finance - undefined

University of Adelaide

Certificate of Achievement - undefined

H & R Block’s Income Taxation Course

Diploma of Financial Planning -

Mentor Education

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