Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Trish Sgouras

Dingley

Overview

21
21
years of professional experience

Work History

Office Manager

CIC Facility Services P/L
01.2020 - 12.2024
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client enquiries or concerns via phone calls or email correspondence.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Leveraged data and analytics to make informed decisions and drive business improvements.
  • Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.

Assistant Relationship Manager

Westpac Banking Group
05.2007 - 11.2019
  • Assisted Relationship Manager in generating high-quality lending submissions in a diversified commercial portfolios.
  • Conducted cash flow, risk and financial statement analysis, and regularly reviewed portfolios to spot any potential risks involved with existing or new clients and their financial requests.
  • Conducted comprehensive credit risk assessments on potential clients to maintain a healthy lending portfolio and minimize risk exposure.
  • Contributed to sales targets by actively participating in cross-selling initiatives across various product lines.
  • Participated in weekly team meetings to discuss progress towards goals and share best practices for improved performance outcomes.
  • Completed thorough client assessments to ensure optimal product offerings tailored for their unique financial needs.
  • Strengthened client relationships by providing consistent support and addressing their financial needs.
  • Liaised with internal teams such as operations, legal and settlements to ensure seamless execution of transactions on behalf of clients.
  • Facilitated smooth transitions during account onboarding by guiding clients through required documentation procedures and promptly addressing any issues that arose.
  • Responded to customer enquiries and resolved complaints to establish trust and increase satisfaction.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Managed accounts to retain existing relationships and grow share of business.

Personal Banker

Westpac Banking Group
06.2006 - 05.2007
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.

Small Business Banker

Westpac Banking Group
06.2005 - 05.2006
  • Managed a diverse portfolio of small business clients, ensuring their unique financial needs were met efficiently and effectively.
  • Maintained up-to-date knowledge of industry trends, regulations, and competitor offerings to provide informed recommendations to clients.
  • Collaborated with branch partners to cross-sell banking products and services, increasing overall revenue for the bank.

Bank Teller

Westpac Banking Group
02.2004 - 06.2005
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.

Education

FNS41820 Certificate IV in Financial Services
06-2007

Skills

  • Customer service
  • Office management
  • Organizational skills
  • Office administration
  • Data entry
  • Clear oral/written communication
  • Administrative support
  • Bookkeeping
  • Account reconciliation
  • Relationship building
  • Database administration
  • Compliance monitoring
  • Problem resolution
  • Managing operations and efficiency

Accomplishments

2013 Westpac Alfred Davidson Award winner awarded to the top 1% of Westpac employees each year for delivering outstanding performance and making an outstanding contribution to the business across the 12 month period.

Languages

Greek
Limited Working

Timeline

Office Manager

CIC Facility Services P/L
01.2020 - 12.2024

Assistant Relationship Manager

Westpac Banking Group
05.2007 - 11.2019

Personal Banker

Westpac Banking Group
06.2006 - 05.2007

Small Business Banker

Westpac Banking Group
06.2005 - 05.2006

Bank Teller

Westpac Banking Group
02.2004 - 06.2005

FNS41820 Certificate IV in Financial Services

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Trish Sgouras