Experience

EML

• Australia
• Insurance
• 700 & Above Employee

• Case Management Specialist

  • Jul 2022 - Present



American Express

• United States
• Financial Services
• 700 & Above Employee

• Senior National Business Development Executive - Corporate Services

  • Dec 2016 - Jul 2022

  American Express, also known as Amex, is an American multinational financial services corporation. They are the world’s largest card issuer, the premium network for high-spending card-members, a processor of millions of transactions daily, and a partner that provides business-building services to a worldwide merchant base. My main responsibility within American Express is to formulate a strategic partnership with C-Level Executives. Through effective consultation, I am capable of delivering profitable payment solutions which support extended payment terms and provides tangible rewards.



CommSec

• Australia
• Financial Services
• 400 - 500 Employee

• Equities & Margin Lending Account Manager

  • Jan 2014 - Dec 2016

  • Reporting and analysis of daily statistics to identify any trade risks or account limit breaches • Facilitating and executing client’s ASX/CHI-X trades through internal broker systems with accuracy and efficiency. • First point of contact for new and existing customers on share trading inquiries, specialising in the Australian market. Providing up to date and comprehensive information regarding respective products and procedures to customers. • Liaise with implementation, product sales and operations to ensure high quality service delivery and prompt resolutions to disputes and provide accurate information with extensive knowledge of business objectives. • Meeting business objectives by exploring new opportunities with existing clients. • Assisting management in achieving targets by promoting innovative ideas to improve overall performance and efficiency within the team. • Administering Margin Lending, Wealth Management, IT and bilingual inquiries with additional support and knowledge to areas required. • Coaching and sharing best practice with team members to develop a better understanding of the quality assurance guidelines.



St.George Bank

• Australia
• Banking
• 700 & Above Employee

• Personal Banking Specialist

  • Nov 2012 - Nov 2014

  • Conduct Know-Your-Client (KYC) checks as part of client on-boarding process and work closely with compliance and legal teams with adoption of account opening. • First point of contact for new and existing customers on a wide range of banking products including but not limited to: Credit & lending, Trade Finance, Treasury, Foreign Exchange, Payment & Cash Management. Providing up to date and comprehensive information regarding respective products to customers. • Educating on general insurance products and educating customers on services available within the business and creating quality leads for financial planners and business lending opportunities. • Ensuring branch compliance is adhered to. Ensuring all branch staff is updated with AML requirements and taking appropriate actions to remediate risk to the business. • Relationship management of the existing personal and business customers and servicing their banking needs meeting business and sales objectives by acquiring new customers and increasing business opportunities with existing customer. • Assisting management in meeting branch goals and objectives representing all areas of financial services. Conducting regular team meetings and presentations. • Coaching branch staff to identify opportunities and to increase quality leads generated. • Following up on queries and new facilities on behalf of customers and liaising with relevant departments to ensure timely delivery/completion.