ZOLZAYA PUNTSAGNAMJIL (ZOLA)
Burwood,Australia
Summary
Experienced banking professional with over a decade of expertise in client relationship management, loan processing, and customer service. Proven track record in exceeding sales targets, managing high-value client portfolios, and implementing operational improvements. Adept at training and mentoring junior staff, fostering a positive work environment, and enhancing customer satisfaction. Currently pursuing a Master of Professional Accounting with CPA specialization and an Associate Member of CPA Australia, committed to advancing skills in financial analysis, auditing, and accounting practices.
Overview
11
11
years of professional experience
Work History
Relationship Manager/Loan Officer
KHAN Bank
01.2016 - 10.2022
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Evaluated loan applications and conducted credit analysis.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
Senior Bank Teller
KHAN Bank
05.2012 - 11.2013
- Supervised junior tellers and managed high-value transactions.
- Maintained a balanced cash drawer with meticulous attention to detail, ensuring accuracy in all transactions.
- Delivered exceptional customer service during high-volume periods, effectively managing wait times and workloads.
Specialist Bank Teller
KHAN Bank
02.2012 - 05.2012
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Educated customers on banking products, enabling them to make informed decisions about their finances.
VIP Bank Teller
KHAN Bank
11.2013 - 12.2014
- Assisted VIP customers with personalized banking services.
- Processed customer transactions promptly, minimizing wait times.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
Bank Teller
KHAN Bank
12.2014 - 01.2016
- Handled customer inquiries and promoted bank products.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Education
Master of Professional Accounting (CPA) -
Macquarie University
07.2024
Advanced Diploma in Leadership Management -
Australian College of Business Intelligence
01.2023
Bachelor of Korean Interpreter -
University of Humanities of Mongolia
01.2016
Bachelor of Management of Business and Accounting -
University of Life Science of Mongolia
01.2010
Skills
- Financial Analysis
- Cash Handling
- Banking
- Client Relationship Management
- Loan Processing and Credit Analysis
- Sales and Cross-Selling
- Financial Advisory
- Compliance and Risk Management
- Customer Service Excellence
- Training and Mentorship
- Market Research and Analysis
- Relationship Building
- Client Relationships
Languages
English
Professional Working
Korean
Limited Working
Mongolian (Native)
Native or Bilingual
Timeline
Relationship Manager/Loan Officer
KHAN Bank
01.2016 - 10.2022
Bank Teller
KHAN Bank
12.2014 - 01.2016
VIP Bank Teller
KHAN Bank
11.2013 - 12.2014
Senior Bank Teller
KHAN Bank
05.2012 - 11.2013
Specialist Bank Teller
KHAN Bank
02.2012 - 05.2012
Master of Professional Accounting (CPA) -
Macquarie University
Advanced Diploma in Leadership Management -
Australian College of Business Intelligence
Bachelor of Korean Interpreter -
University of Humanities of Mongolia
Bachelor of Management of Business and Accounting -
University of Life Science of Mongolia
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