Talha Siddiquie
Sydney
Summary
Currently employed as an Equities Associate at CommSec with 18+ months of tenure. Well developed financial acumen with strong knowledge in the equities space. Eager to foster this knowledge of financial markets further and gain experience within the Commerce space.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Settlements Officer
Commonwealth Bank
Sydney, NSW
09.2023 - 03.2024
- Worked within CBA's Asset Finance Settlements team to settle 15-20 (daily) deals for prospective business customers
- Employed knowledge of financial systems to ensure organisations are compliant with business and regulatory policies.
- Worked independently and collaboratively in a team environment.
- Utilised various different CBA software such as ALFA POS & ALFA LM for data collection and processing of deals
- Developed a strong multi-tasking capability as the role requires a strong attention to detail and analytical mindset
Equities Associate
CommSec
Sydney, NSW
08.2021 - 08.2024
- Provided excellent customer service and built rapport with clients in a fast paced and changing environment
- Profound knowledge within Equities space and extensive knowledge on CommSec internal process
- Specialised in conflict resolution and case management; ensured all client inquiries are resolved in a professional and efficient manner.
- Consistently performed within the Top 30 Associates for November and December in 2021, December 2022 and January 2023.
- Contributed to workshops to improve business practices - Collaborated in business improvement workshops to brainstorm pain points within the business & ways in which processes can be improved with a risk focused mindset
Business Contact Centre Representative
Equifax
Sydney, NSW
02.2021 - 07.2021
- Provided exceptional customer service to various multinational businesses regarding administrative requests managing over 30 customer calls per day.
- Established rapport with clients whilst managing business expectations accordingly
- Utilised Equifax products such as Invoice Portal, Robotics, IQ Connect to setup customer access and aided with requests relating to user management needs
- Utilised Pegasus software to aid clients with data maintenance and administrative needs.
- Multitasking a range of different software and databases to fulfill client requests whilst adhering to policies and QA requirements.
Education
Bachelor of Commerce - Business Information Systems
Macquarie University
Sydney, NSW11.2023
Skills
- Analytical and Critical Thinking
- Flexible and Adaptable
- Organization and Time Management
- Software proficiency
- Teamwork and Collaboration
- Effective Communicator - Strong written and verbal communication
- Multitasking Abilities
- Planning and Coordination
Certification
Kaplan RG146 Accreditation - Tier 1 Securities
Timeline
Settlements Officer
Commonwealth Bank
09.2023 - 03.2024
Equities Associate
CommSec
08.2021 - 08.2024
Business Contact Centre Representative
Equifax
02.2021 - 07.2021
Bachelor of Commerce - Business Information Systems
Macquarie University