Summary
Overview
Work History
Education
Skills
Timeline
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TAMARA STEGNJAIC

Sydney

Summary

I am a diligent and proficient team contributor with over 7 years of experience in customer-focused organisations. Skilled in working with senior leadership to shape strategic priorities and deliver operational excellence. I bring a proven ability to drive success at all levels of an organisation and am now seeking a permanent opportunity where I can continue to grow into a more senior role. While I have a strong interest in financial services, I remain open to opportunities across industries where I can leverage my strengths and continue to develop professionally.

Overview

7
7
years of professional experience

Work History

Senior Wealth Operations Associate

Macquarie Bank
02.2024 - Current
  • Company Overview: Wealth Operations Associate | February 2024 - Current
  • Supported a variety of business intelligence projects, applied academic knowledge to real-world business scenarios, and identified opportunities to enhance data visualization.
  • Identified case trends, developed overarching strategy, and provided recommendations to senior leadership to enhance the processing and authorising of cases.
  • Managed the account opening process, conducting thorough KYC (Know Your Customer) checks and ensuring compliance with AML (Anti-Money Laundering) regulations to mitigate risk and uphold regulatory standards.
  • Led the successful migration of the primary company database to Salesforce, overseeing project planning, execution, and stakeholder communication; ensured full adoption by coordinating training and ongoing support for a team of 15 staff members.
  • Spearheaded projects focused on enhancing operational efficiency, proactively identifying areas for improvement and implementing innovative solutions to streamline processes and optimise workflows.
  • Reviewed advisor documents for compliance and accuracy, managed complex platforms to resolve inquiries efficiently, and delivered creative solutions in fast-paced, high-complexity environments while consistently meeting productivity targets.

Client Experience Advisor

Ubank
08.2022 - 02.2024
  • Company Overview: Client Experience Advisor | 08/2022 - 02/2024
  • Conducted thorough audits of customer account information to proactively identify discrepancies and implement effective resolutions.
  • Consistently exceeded KPIs related to call handling speed, accuracy, and volume, contributing to team performance and service goals.
  • Managed and resolved escalated customer issues with tact and efficiency, resulting in sustained customer satisfaction and loyalty.
  • Engaged with customers across social media platforms (Facebook, Instagram, Twitter), delivering timely and professional support to enhance brand reputation.
  • Provided expert support on personal home loans, assisting customers with repayments, resolving arrears, and managing interest rate inquiries.
  • Logged and escalated disputes, complaints, and technical issues while ensuring timely follow-ups with relevant internal and external teams.
  • Successfully completed a 6-month transition training to support a new system software rollout, guiding advisors and customers through onboarding and troubleshooting.

Team Member

Bunnings
02.2021 - 08.2022
  • Company Overview: Team Member | 02/2021 - 08/2022
  • Assisting in customer inquiries through phone communication and allocating customers to suitable departments.
  • Organising/collecting trolleys to prevent excessive overfill and insuring the safety of customers and their assets.
  • Experience with processing returns and exchanges.
  • Storing loose stock away into aisles while dropping all handstock to floor level to be sold and aiding in increasing sales.
  • Efficiently working to learn required tasks quickly to upskill and maximise my performance.
  • Experience in stocktake, balancing the till and financial technology such as EFTPOS.
  • Intercommunicating within NSW Bunnings Warehouses to keep updated on stock levels.

Team Member

Coles
07.2019 - 02.2021
  • Exposed to a large scale of diverse customers, team members and other local Coles stores in need of adapting a sophisticated approach in dealing with matters.
  • Assisting other Coles team members with registers and scanning in a timely manner to reach daily KPI's.
  • Followed production orders and company standards to exceed quality scores on consistent basis.
  • Adapted to team needs by rotating efficiently through various workstations, ensuring smooth operations across all areas.
  • Initiated inventory control measures to sustain stock levels.

Crew Trainer

McDonald's
11.2017 - 05.2019
  • Company Overview: Crew Trainer | 11/2017 - 05/2019
  • Trained and guided new staff on operations, customer service, and safety standards.
  • Resolved customer issues with professionalism, ensuring a positive experience.
  • Operated EFTPOS and register systems efficiently during high-volume periods with accuracy and speed.
  • Simultaneously managed food preparation machinery and front-of-house service, demonstrating effective multitasking under pressure.
  • Promoted products, boosting customer engagement and sales.
  • Promoted products, boosting customer engagement and sales.
  • Planned and supervised group and individual training sessions, fostering team development and skill progression.

Education

Higher School Certificate - ATAR

Bossley Park High School
Bossley Park, NSW
11.2020

Skills

  • Analytical Thinking
  • Attention to Detail
  • Communication (Verbal & Written)
  • Problem-Solving
  • Time Management
  • Computer Skills
  • Calculations
  • Adaptability
  • Team Collaboration
  • Work Ethic
  • Eagerness to Learn
  • Leadership

Timeline

Senior Wealth Operations Associate

Macquarie Bank
02.2024 - Current

Client Experience Advisor

Ubank
08.2022 - 02.2024

Team Member

Bunnings
02.2021 - 08.2022

Team Member

Coles
07.2019 - 02.2021

Crew Trainer

McDonald's
11.2017 - 05.2019

Higher School Certificate - ATAR

Bossley Park High School

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TAMARA STEGNJAIC