Experience

The Jackson Laboratory

• United States
• Biotechnology Research
• 700 & Above Employee

• Accountant

  • Apr 2016 - Present



Bank of Melbourne

• Australia
• Banking
• 500 - 600 Employee

• Lending Manager

  • Oct 2015 - Mar 2016



Westpac

• Australia
• Banking
• 700 & Above Employee

• Personal Banker-Business (SME)

  • Sep 2013 - Oct 2015

  Key responsibilities (Retail Banking Sales/Customer Service): • Understanding customers’ business and recommending suitable products.• Building strong business relationships with portfolio customers by proactively contacting them regularly to make sure their banking needs are met.• Updating and maintaining product knowledge across transaction accounts, deposit products, unsecured lending, insurance, wealth and home loan products to assist our customers in achieving their financial goals.•Identifying customer needs, solving them and referring more complex matters, such as financial planning, home lending and business lending to relevant business partners to ensure customers’ expectations are exceeded.• Handling customers’ complaints in a prompt manner and closely following up with solutions to their problems. • Coaching new colleagues, sharing knowledge and providing feedback.• Working with others to achieve both personal and branch sales targets. Show less

• Relationship Banker-Commercial Banking

  • Jan 2013 - Sep 2013

  Key responsibilities (Assistant to Commercial Relationship Managers): • Understanding commercial clients’ requirements and liaising with other relevant departments and specialists across the bank to deliver the best customer outcomes.• Jointly own client portfolios with for two commercial relationship managers, providing them with business support in deal submissions - customer information gathering, ordering property valuations, business financials analysis, deal writing and file preparation.• Providing accurate, relevant and urgent information in response to customer enquiries regarding company bank accounts, business and corporate online banking, and different types of business or corporate cards. • Prompt and expedient resolution of customer requests by providing the best possible customer experience. • Proactively strengthening customer/business relationships.• Identifying opportunities for need-based cross selling of banking products.• Maintenance and retention of customer documentation consistent with bank policies and legislative requirements Show less

• Personal Banker Premium

  • Aug 2010 - Jan 2013

  Key responsibilities (Retail Banking Sales/Customer Service): •Developing and managing client portfolios to ensure their current and future banking needs are met.•Fast and accurate processing of customer transactions and requests to deliver exceptional service.•Identifying customer’s financial needs and promoting full suites of banking products and services.•Resolving customer’s complaints or problems in an efficient, timely manner and following up with customers on resolutions.•Contributing to team success, working cohesively as well as independently, within the team environment.•Continuous improvement of skills and banking knowledge to assist clients in achieving their financial goals. Show less



Hernry Buck's Menswear

• 320 COLLINS STREET, MELBOURNE

• Sales Assistant

  • Nov 2007 - Aug 2010

  Key responsibilities (Sales/Customer Service) • First point of contact for customers and sale opportunities. • Creating customer relationships and maintaining repeat business opportunities. • Identifying customer needs and providing clothing solutions. • Maintaining knowledge of current sales and promotions policies. • Assisting the sales team to achieve the store’s sales targets. Key responsibilities (Sales/Customer Service) • First point of contact for customers and sale opportunities. • Creating customer relationships and maintaining repeat business opportunities. • Identifying customer needs and providing clothing solutions. • Maintaining knowledge of current sales and promotions policies. • Assisting the sales team to achieve the store’s sales targets.