Director

• Jul 2021 - Present

Division Director

• Feb 2020 - Present

Senior Wealth Specialist

• Dec 2018 - Feb 2020

Advanced Financial Adviser

• Oct 2016 - Nov 2018

Servicing Planner

• Sep 2015 - Sep 2016

• Build and maintain relationships with clients, prepare advice documentation and research to support financial advisers and implement advice.• Assist with the delivery of ongoing service in the provision of professional, compliant and quality advice to clients.• Undertake triage and scheduling of clients to optimise advisers’ time with clients and ensure a positive client experience.

Customer Service Specialist

• Dec 2014 - Aug 2015

• Actively offer and sell customers appropriate products and packages, transactional options and specialist advice to meet their total financial needs.• Attract, retain and grow the value of the Bank’s customer base through in-branch sales and referral targets as set by Branch Manager. Products include deposit accounts, general insurance, consumer credit insurance, credit cards, merchants and general consumer lending.• Identifying opportunities to deliver a tailored solution that clearly links back to customer's financial goals.

Concierge

• Apr 2014 - Dec 2014

• Provide customers with a positive customer experience from the time they walk in the Branch to the time they leave.• Building rapport with customers and ensuring customer’s needs are being met.• Direct customers to the most appropriate branch specialist in a timely manner leading to the highest possible customer experience. • Ensure all branch ATMs are fully functionally and cash flow are maintained at an adequate level at all time. • Provision with accounts maintenance work such as updating customer profiles, changing pin, international money transfer, currency exchange and renewing term-deposit.