Tara Sone
Wellard,WA
Summary
Personable and dedicated Customer Service Representative with extensive experience in Finance industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
21
21
years of professional experience
Work History
Customer Consultant
Bankwest
Rockingham, WA
04.2012 - Current
- Answered incoming customer inquiries with a focus on providing exceptional customer service.
- Developed and maintained positive relationships with customers through efficient communication.
- Identified customer needs by actively listening to their requests and complaints.
- Resolved customer issues in an efficient and timely manner, escalating when necessary.
- Provided product knowledge and technical support to customers via telephone or email.
- Maintained accurate records of customer interactions, including notes detailing conversations, actions taken, and follow-up activities.
- Verified accuracy of customer accounts by reviewing account information for changes or discrepancies.
Home Loan Specialist
Bankwest
Maddington, WA
01.2006 - 01.2010
- Reviewed and processed loan applications to determine eligibility.
- Created detailed reports on loan status and provided updates to customers.
- Researched and resolved customer inquiries related to loan terms, payments, and other issues.
- Negotiated loan terms with borrowers in accordance with company policies.
- Provided guidance regarding mortgage options based on individual circumstances.
- Prepared documents for closing including title search paperwork and insurance information.
- Verified accuracy of all documentation prior to submission for final approval.
Customer Consultant
Bankwest
Booragoon, WA
05.2003 - 01.2006
- Answered incoming customer inquiries with a focus on providing exceptional customer service.
- Developed and maintained positive relationships with customers through efficient communication.
- Identified customer needs by actively listening to their requests and complaints.
- Resolved customer issues in an efficient and timely manner, escalating when necessary.
- Provided product knowledge and technical support to customers via telephone or email.
- Maintained accurate records of customer interactions, including notes detailing conversations, actions taken, and follow-up activities.
- Verified accuracy of customer accounts by reviewing account information for changes or discrepancies.
- Greeted customers upon arrival in the store, provided assistance in locating merchandise as needed.
- Collaborated with team members to ensure all customer inquiries were answered promptly and accurately.
Teller
Bankwest
Booragoon, WA
04.2003 - 05.2003
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified customers' identification to ensure compliance with laws and regulations.
- Balanced cash drawers on a daily basis.
- Provided exceptional customer service while accurately processing routine transactions.
- Processed wire transfers for customers both domestically and internationally.
- Researched discrepancies between actual cash amounts and records of transactions for accuracy.
- Performed daily reconciliation of teller drawer within established limits.
Education
High School Diploma -
Iona Presentation College
Mosman Park11-2000
Certificate II in Travel And Tourism - Travel And Tourism
Fremantle Tafe
South Fremantle11-2000
Skills
- Complaint Handling
- Active Learning
- Order Processing
- Promotional support
- Account Management
- Customer Service
- Regulatory Compliance
- Quality Assurance Controls
- Inbound Call Management
- Professional telephone demeanor
- Policies and Procedures Adherence
- Self Motivation
- Professionalism
References:
- Irindu Wijewardene
- Branch Manager - Rockingham
- 0449 500 649
- irindu.wijewardene@bankwest.com.au
Timeline
Customer Consultant
Bankwest
04.2012 - Current
Home Loan Specialist
Bankwest
01.2006 - 01.2010
Customer Consultant
Bankwest
05.2003 - 01.2006
Teller
Bankwest
04.2003 - 05.2003
High School Diploma -
Iona Presentation College
Certificate II in Travel And Tourism - Travel And Tourism
Fremantle Tafe