Summary
Overview
Work History
Education
Skills
Timeline
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Robyn McGregor

Hawkesbury Heights,NSW

Summary

Client focused, self-motivated and highly reliable team leader with over a decade of experience in client facing roles. Previously working as a Financial Counsellor in the Community Services industry, I bring a passion for problem solving and high regard for clients and team members alike.

Overview

13
13
years of professional experience

Work History

Shop Assistant

Coles Supermarket
09.2023 - Current
  • Completed daily tasks accurately and on-time to support shop needs.
  • Maintained a clean and organised shop floor, optimising space for ease of customer navigation.
  • Assisted customers in locating items, ensuring a positive shopping experience.
  • Assisted customers in finding items and explained benefits and services to increase sales and satisfaction.
  • Remained calm and composed in tense situations involving angry or upset customers.
  • Provided customer service and assistance at the Deli counter
  • Provided excellent customer service, promptly addressing inquiries and resolving issues.
  • Assisted customers with click and collect online shopping.

Senior Caseworker

Anglicare Sydney
07.2021 - 09.2022
  • Provided assistance to those experiencing significant financial hardships
  • Monitored program funding levels closely, ensuring adequate resources were allocated for effective service delivery.
  • Provided clients with referral pathways to suitable service providers.
  • Collaborated with team members to develop holistic solutions for clients'' needs.
  • Provided support during crisis situations, helping clients navigate through challenging circumstances successfully.
  • Mentored junior caseworkers and provided guidance on best practices, leading to a more skilled team.
  • Maintained accurate records of each case, ensuring proper documentation and compliance with regulatory requirements.
  • Assessed needs of each client and recommended appropriate services and resources.
  • Maintained high level of client confidentiality, following strict guidelines, and recommendations.
  • Assessed and evaluated clients' needs, determined eligibility for services, and developed individualised case plans.
  • Assisted clients in developing and setting realistic goals to promote positive change.

Financial Counselor

Anglicare Sydney
01.2017 - 06.2021
  • Led coordination efforts of the Food and Financial Assistance Program for the Northern Inland region encompassing Tamworth, Armidale,Inverall ,Moree,Glen
    Innes,and Gunnedah.
  • Worked with clients to develop personal recommendations for improvement of financial circumstances, reducing debt and increasing income.
  • Cultivated a positive, non-judgmental environment for clients to openly discuss their financial challenges and concerns.
  • Increased client confidence in managing personal finances by providing tools and resources for long-term success.
  • Assessed client financial situation and explored background through one-on-one interview process.
  • Managed caseload effectively, ensuring timely follow-up appointments and communication with clients.
  • Improved client financial stability by assessing their financial situations and developing tailored plans.
  • Assisted clients in reducing debt through customised repayment strategies and budget adjustments.
  • Strengthened client understanding of complex financial concepts using clear explanations and real-life examples.
  • Acted as an advocate for clients during creditor negotiations, working towards mutually beneficial agreements that facilitated debt resolution.
  • Provided assistance and support to clients facing severe hardships caused by drought and bushfire incidents.
  • Had the immense honour of collaborating with the closed community in Wytaliba, which is situated around 40km east of Glen Innes post the significant bushfire incident in 2019.

Receptionist Administrator

Anglicare Northern Inland
02.2014 - 12.2016
  • Answered incoming calls, directing clients to individuals addressing specific needs.
  • Greeted incoming visitors and clients professionally and provided friendly, knowledgeable assistance.
  • Acted as first point of contact and set appointments for prospective clients.
  • Performed intake interviews to determine appropriate counselling support for clients
  • Boosted company image by providing friendly, professional, and timely assistance to all visitors, clients, and vendors.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Handled complaints and questions, and re-directed calls to other team members.
  • Assisted in coordinating and managing various company events.

Receptionist Administrator

Centrecare Counselling Service
01.2012 - 02.2013
  • Answered incoming calls, directing clients to individuals addressing specific needs.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Handled complaints and questions, and re-directed calls to other team members.
  • Expedited daily office tasks such as mail distribution, document scanning, photocopying, and data entry to ensure smooth workflow.
  • Acted as first point of contact and set appointments for prospective clients.

Education

Bachelor of Property Valuation - Property Valuation

TAFE NSW
Ultimo, NSW
11.2025

Diploma of Financial Counselling - Counselling

Eve Burrows College
Sydney, NSW
12.2017

Certificate III - Business Administration

TAFE NSW
Tamworth, NSW
11.2013

Certificate IV - Family And Community Services

TAFE NSW
Tamworth, NSW
11.2006

Certificate IV - Tertiary Preparation Certificate

TAFE NSW
Tamworth, NSW
11.2005

Skills

  • Relationships and rapport building
  • Good Communication
  • Collaboration
  • Problem Solving
  • Conflict Resolution
  • Budget Planning
  • Negotiation and Advocacy skills
  • Computer Literacy skills
  • Leadership skills

Timeline

Shop Assistant

Coles Supermarket
09.2023 - Current

Senior Caseworker

Anglicare Sydney
07.2021 - 09.2022

Financial Counselor

Anglicare Sydney
01.2017 - 06.2021

Receptionist Administrator

Anglicare Northern Inland
02.2014 - 12.2016

Receptionist Administrator

Centrecare Counselling Service
01.2012 - 02.2013

Bachelor of Property Valuation - Property Valuation

TAFE NSW

Diploma of Financial Counselling - Counselling

Eve Burrows College

Certificate III - Business Administration

TAFE NSW

Certificate IV - Family And Community Services

TAFE NSW

Certificate IV - Tertiary Preparation Certificate

TAFE NSW
Robyn McGregor