Experienced Banker looking for a change in pace and new challenges.
Overview
7
7
years of professional experience
Work History
KYC Refresh Analyst
Bank of Queensland
Brisbane
02.2023 - Current
Maintain and update the records of our existing customer base ensuring we Meet our regulatory requirements set by AUSTRAC
Achieved level 3 accreditation for KYC Refresh
SME responsibilities for the rollout of Dashboard, this involved creating a Training pack for new starters and conducting relevant training
Involved in collaboration with BOS team to assist with uplift and recording of KYC refresh procedures
Experience with working with deregistered entities, joined the deregistered team in October 2023
Lent as support to Customer Exits Team January 2024 until present.
Embedding & Retention Consultant
Bank First
Melbourne
07.2022 - 01.2023
Develop and maintain meaningful relationships with existing members to ensure their longevity as mortgage customers
Empower customers by educating them with regards to their existing banking to strengthen their relationship and trust with the bank
Collaborate with wider teams to ensure each member experience and outcome is of high value and of actual benefit.
Home Lending Specialist
NAB - National Australia Bank
Melbourne
03.2021 - 06.2022
Hosting appointments with prospective home buyers to guide them through their home buying journey
Assessing credit applications, and educating customers throughout the application, purchasing and settlement scenario
Abiding to strict KPIs for my self and the branch as a whole, as well as being second in charge.
Mortgage Litigation Case Manager
ANZ - Australia & New Zealand Banking Group LTD
Melbourne
04.2019 - 03.2021
Develop and maintain effective working relationships with the banks solicitors to reach resolutions regarding particular legal matters in the mortgage collections process
Assess and manage high risk property settlements with the aim to minimize financial loss for the bank
Develop timely strategies to maximize recoveries and again minimize loss for the banks mortgage portfolio.
Mortgage Hardship Consultant
ANZ - Australia & New Zealand Banking Group LTD
South Melbourne, VIC
06.2018 - 04.2019
Identifying customers who were at risk, or currently experiencing financial hardship through either through identifying particular triggers in conversation or physically assessing applications for assistance
Providing a tailored experience for each customer in need, in a fast paced environment with the aim of achieving an outcome that is financially beneficial for the customer whilst favourable for the bank
Having difficult yet necessary conversations with customers in order to educate and increase their understanding of the banking system.
High Risk Collections Officer
ANZ - Australia & New Zealand Banking Group LTD
South Melbourne, VIC
08.2017 - 06.2018
Managing high arrears mortgages and implementing strategies to assist customers in navigating this issue
Identifying conversational and behavioural triggers to determine suitable resolutions in line with the customers' financial situation
Thoroughly reviewing customer scenarios and implementing solutions in line with relevant legislations such as the DCG (debt collection guidelines).