Summary
Overview
Work History
Education
Skills
Timeline
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Anita Guo

Summary

With 5 years of marketing experience, I excel at understanding product features and effectively communicating their value to customers. This allows me to tailor financial solutions that meet individual needs. I am skilled in building strong client relationships, leveraging excellent communication to foster trust. My marketing background helps me identify key customer insights, providing relevant financial advice. Combined with strong organizational skills and a team-oriented mindset, I thrive in managing multiple priorities and delivering exceptional service.

Overview

5
5
years of professional experience

Work History

Personal Banking Advisor

Westpac
04.2024 - Current
  • Build and maintain strong, long-term relationships with clients, ensuring their banking needs are met with personalized solutions
  • Conduct thorough assessments of clients' financial situations, understanding their goals and recommending suitable banking products, such as savings accounts and loans opportunities
  • Meet or exceed sales targets. Meet or exceed sales targets. Track and report on performance, ensuring consistent progress toward individual and team goals.

Marketing Coordinator

Award Mortgage
10.2022 - 09.2023
  • Organized Sydney, Melbourne and Brisbane Property Expos and local events, generating 200+ leads per event
  • Managed email campaigns and social media, generating 5+ leads per week
  • Created marketing materials for 24 branches and 100+ brokers

Marketing Manager

Peak Technology
01.2020 - 10.2022
  • Organized events and exhibitions to boost brand awareness and generate sales
  • Promoted products at college orientations and via KOLs on social media
  • Launched Australia’s first live-streaming studio, reaching 10,000 viewers per show

Marketing Assistant

Ostar TV
11.2019 - 11.2020
  • Created documentation outlining research findings for use by project managers, customers and other marketing staff to make accurate decisions about future plans
  • Created high-quality press releases, blogs and newsletters

Education

Master of Public Relations And Advertising -

The University of New South Wales
Sydney, NSW
12.2019

Bachelor of Arts - Broadcasting And Hosting Arts

Beihua University
06.2017

Bachelor of Law - Basic Law

Beihua University
06.2017

Skills

  • Customer Relationship Management
  • Problem Solving & Conflict Resolution
  • Lead Generation & Conversion
  • Sales & Target Achievement
  • Communication & Interpersonal Skills
  • Compliance Checks
  • Product Knowledge & Cross-Selling
  • Teamwork and Collaboration

Timeline

Personal Banking Advisor

Westpac
04.2024 - Current

Marketing Coordinator

Award Mortgage
10.2022 - 09.2023

Marketing Manager

Peak Technology
01.2020 - 10.2022

Marketing Assistant

Ostar TV
11.2019 - 11.2020

Master of Public Relations And Advertising -

The University of New South Wales

Bachelor of Arts - Broadcasting And Hosting Arts

Beihua University

Bachelor of Law - Basic Law

Beihua University
Anita Guo