Wenjuan Ban
Hurstville,Australia
Summary
With extensive experience in banking, spanning roles such as Bank Teller, Financial Service Manager, I bring a solid foundation in customer and financial services. I aim to leverage my expertise to deliver outstanding banking services, fostering positive customer relationships, and promoting bank products. With a keen eye for detail, precision in financial transactions, and strong communication skills, I aspire to contribute significantly to the bank's success. My goal is to become a valued member of the bank's team through dedication and hard work.
Overview
14
14
years of professional experience
Work History
Tax Consultant
H&R Block
07.2023 - 10.2023
- Discussing with clients from different culture background about their financial information and taxable income during appointments
- Determining any possible deductions to which a client may be eligible
- Researching tax laws
- Collaborating with customers to develop strategies to reduce tax liabilities
- Communicating with clients to clarify tax-related concerns
- Preparing tax filings
- Ensuring that clients comply with their tax responsibilities
- Prepares tax returns for individuals, organizations, and businesses using significant knowledge of tax rules and regulations
- Using adequate strategies to minimize taxation by taking advantage of tax deductions and credits.
Financial Advisor for VIP
China Citic Bank Liuzhou Branch
11.2015 - 08.2019
- Responsible for developing, managing business relationship with customers who own over 6 million(RMB) assets in the bank, providing professional asset allocation or investment solutions, providing overseas financial suggestions for customers (foreign exchange, visas, loans)
Financial Services Manager
Bank of China Liuzhou Branch
11.2012 - 10.2015
- Responsible for planning financial products / services - for instance, deposit, insurance, noble metal, equity, foreign currency
- Developing customers, managing business relationship with customers.
Teller
Bank of China Liuzhou Branch
07.2009 - 10.2012
- Responsible for customer financial services, developing sales revenue via deposit, insurance, noble metal products / services
- Counting the cash drawer at the beginning and end of shift handling cash, credit cards, debit cards and cheques answering customer account inquiries preparing money orders, travellers' cheques and savings bonds exchanging and providing foreign currencies for customers recording every single transaction on their computers answering phones, emails and maintaining a clean working area providing information about the bank's services helping customers order new cheque books, cards and other products promoting new deals that the bank is offering.
Education
Pathways to Employment Program (Retail) -
St George TAFE
01.2024
AMEP Course -
St George TAFE
01.2023
2023 Income Tax Course -
H&R Block
01.2023
CFP (Certified Financial Planner) certificate -
CEO Financial Planning Standards Board
01.2015
Bachelor of Arts - International Economics
Taiyuan University of Science
Taiyuan China06.2009
Skills
- Customer Service: Committed to providing excellent service and addressing customer inquiries
- Verbal Communication: Able to communicate clearly and effectively with customers and team members
- Computer skills: Microsoft Office (Word, Excel, PowerPoint), Email and Internet
- Teamwork/Collaboration: Works well in a team environment and values cooperation
- Cash Handling: Accurate in processing payments and maintaining cash registers
- Sales Principles: Familiar with upselling techniques and product knowledge
- Consumer Products: Knowledgeable about retail products and their features
- Data Tracking: Detail-oriented in tracking inventory and sales data
- Language: Fluent in English and Mandarin
- Relationship Management
- Financial Planning
References
Available on request
Timeline
Tax Consultant
H&R Block
07.2023 - 10.2023
Financial Advisor for VIP
China Citic Bank Liuzhou Branch
11.2015 - 08.2019
Financial Services Manager
Bank of China Liuzhou Branch
11.2012 - 10.2015
Teller
Bank of China Liuzhou Branch
07.2009 - 10.2012
Pathways to Employment Program (Retail) -
St George TAFE
AMEP Course -
St George TAFE
2023 Income Tax Course -
H&R Block
CFP (Certified Financial Planner) certificate -
CEO Financial Planning Standards Board
Bachelor of Arts - International Economics
Taiyuan University of Science
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