TRITIN NGUYEN
Sunshine West,Australia
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
5
5
years of professional experience
Work History
Relationship Associate Professional Services
National Australia Bank
03.2023 - Current
- Proactive management of Term deposits, rollovers and opening Term deposit accounts.
- Aligned to BBM's and SBBM's to complete tasks and requirements within a timely manner.
- Onboarding new to bank clients by actioning KYC requirements and opening new accounts ( business and personal).
- Process maintenance transactions and work with relevant support teams to complete client's request (both domestic and international transfers).
- Investigate company searches and trust deed/share certificates when required.
- Educating customers to self service digital channels to simplify customer baking.
- Identifying ways in which we can continue to meet or better support our customer needs, through specialised requirements and engagement with our specialist bankers.
Private Advisor
National Australia Bank
01.2021 - 03.2023
- Assisting Private Banking Managers with managing a large portfolio of high net-worth clients by providing efficient, high skilled analytical and support service to various transaction, product and service information as requested.
- Onboarding new to bank clients while adhering to AML/CTF legislation, and ability to onboard complex business entities in a timely manner.
- Identifying wealth and lending opportunities with clients and generating referral and refinance opportunities
- Building and maintaining ongoing client relationship by responding to client requests in a timely manner and proposing solutions aligned with their needs
- Carrying out client administrative duties required to ensure the effective operation of the business such as filling maintenance of clients accounts, preparation of documents, procedures, checks and system updates
Personal Lending Specialist
National Australia Bank
02.2019 - 01.2021
- Evaluated loan requests and documents to verify accuracy and completeness.
- Processed loan applications and monitored progress from start to finish.
- Assisted customers with completing loan applications and other paperwork.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
- Proactively identified solutions for customers experiencing credit issues.
- Assessed loan portfolios for compliance with underwriting policies.
Direct Servicing Banker
National Australia Bank
10.2018 - 02.2019
- Supporting and building rapport with a diverse range of business and personal customers whilst having discovery conversations involving sales, servicing, guidance and recommendations at the customer;s best interest are met and exceeded
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Opened, closed, and updated accounts for customers.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Established rapport with new clients to increase satisfaction and loyalty.
- Trained new hires on customer service policies and procedures.
Education
Bachelor of Business -
Victoria University Melbourne
Melbourne, Victoria07.2019
Bachelor of Urban planning -
University of New South Wales
Sydney, New South Wales05.2013
Skills
- Critical Thinking
- Time Management
- Interpersonal Skills
- Networking Abilities
- Teamwork Abilities
- Problem Solving
- Conflict Resolution
- Data Analysis
- Organizational Skills
- Active Listening
- Decision Making
- Customer Service
- Effective Communication
- Relationship Building
References
- Chloe Bloore, NAB team leader, 0402647210
- Karl Maciejewski, NAB Private Business Manager, karl.maciejeeski@nab.com.au, 0452671327
Timeline
Relationship Associate Professional Services
National Australia Bank
03.2023 - Current
Private Advisor
National Australia Bank
01.2021 - 03.2023
Personal Lending Specialist
National Australia Bank
02.2019 - 01.2021
Direct Servicing Banker
National Australia Bank
10.2018 - 02.2019
Bachelor of Business -
Victoria University Melbourne
Bachelor of Urban planning -
University of New South Wales
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