Thomas Nguyen
Greystanes,NSW
Summary
Experienced Financial Broker and a great team member. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Finance Broker
LoanOptions.ai
02.2023 - Current
- Managed a diverse portfolio of clients actively seeking loans, from commercial to consumer.
- Enhanced client satisfaction by providing tailored financial solutions and exceptional customer service.
- Collaborated with colleagues to develop innovative marketing strategies, generating new leads and expanding the client base.
- Assisted in developing training materials used to educate new hires on best practices in finance brokering.
Customer Banking Specialist
Commonwealth Bank
03.2022 - 02.2023
- Fulfilled diverse duties to provide customer service, balance and replenish ATMs, maintain accounts and open new accounts.
- Proactively call customers to build rapport and invite them into the branch for a Financial Health Check or an appointment with a Home Lending specialist.
- Processed term deposits, retirement savings plan contributions and mail deposits within processing time limits.
Transport Courier
RTG Logistics
11.2020 - 08.2021
- Loading parcels, packages and pallets on to company vehicles
- Driving to delivery and pick up locations across NSW.
Education
High School Diploma -
St Pauls Catholic College
Greystanes, Sydney11.2020
Skills
- Customer Service
- Product and Service Sales
- Sales closing
- Problem Solving
- Client management
- Portfolio Management
- Team Collaboration
- Risk Assessment
Certification
- High School Certificate
- Certificate III in Financial Services
- RG Retail Lending Services
Timeline
Finance Broker
LoanOptions.ai
02.2023 - Current
Customer Banking Specialist
Commonwealth Bank
03.2022 - 02.2023
Transport Courier
RTG Logistics
11.2020 - 08.2021
High School Diploma -
St Pauls Catholic College
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