Client Service Consultant

• Jan 2021 - Present

Client Engagement Officer

• Sep 2020 - Dec 2020

Advice Officer

• Feb 2020 - Sep 2020

Financial Advisor - Intrafund (Secondment)

• Aug 2019 - Feb 2020

Member Solutions Officer

• Sep 2017 - Aug 2019

Co-Owner

• Jun 2014 - Jul 2017

• Liaising & maintaining a professional relationship with external stakeholders such as suppliers, accountant & landlord • Submitted the Business Activity Statement (BAS) to the Australian Taxation Office by the required due date • Exceptional customer service/complaint resolution • Providing external accountant with monthly journal entries in a proficient & timely manner • Preparation of employee superannuation, PAYG statements & generating pay slips in accordance with employment related legislation • Preparation of monthly reports including aged debtors, credit/debit report• Coding all transactions to assist external accountant in preparation of quarterly BAS• Formatting the cash register with external IT consultant • Assisting with marketing and advertising strategy

Customer Service Officer

• May 2012 - Jun 2014

• Assist clients with enquires across a broad range of banking products and • Providing accurate and consistent advice to clients by phone, face-to-face and email in accordance with Financial legislation • Contacting clients by phone to assist with debt clearance and offer solutions such as payment plans • Manage diverse products such as traveller cheques, credit cards, insurance and investment products• Profit contribution and contributing to the business/sales outcomes for the Branch • Resolving complaints and transactional needs in a timely and professional manner • Appropriately referring customers to specialised staff, such as Financial Advisers and Loan managers

Customer Banking Specialist

• Oct 2011 - Apr 2012

• Identify and determine solutions to assist clients in accordance with financial legislation • Providing comprehensive product knowledge and service skills to determine the needs of clients • Proactively referring customers with more complex financial needs to group specialists, such as financial planners • Proactively identifying products and services relevant to client needs by completing an effective Financial Health Check in accordance with Commonwealth Bank’s procedures. • Processing client and business transactions • Delivering excelling Client Service • Proactive outbound calling to increase branch revenue • Conducting Credit and Finance Applications • Answering and assisting with telephone and email enquiries by providing accurate information to all clients

Finance Assistant/Supervisor

• Jan 2006 - Nov 2011

• Management of staff/ delegation of duties • Staff rosters • Customer service/complaint resolution • General business banking • Payroll and personnel duties • Balancing of register/cash handling • Opening/closing café • Management of stock/Invoicing • Management of catering (bookings and functions) • Responsible for purchase ledger • Coding all transactions to assist external accountant in preparation of quarterly BAS • Preparation of employee superannuation • Assisting clients with booking enquiries • Managing payments and invoices