Rose Clements

Inbound Superannuation Consultant at ESSSuper
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Contact Information
us****@****om
(386) 825-5501
Location
Melbourne, Victoria, Australia, AU

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Experience

    • Australia
    • Financial Services
    • 100 - 200 Employee
    • Inbound Superannuation Consultant
      • Nov 2022 - Present

      Provide members with support regarding their entitlements, status, or contributions with a first-call resolution focus. Educate members to understand their entitlements and empower them to make informed decisions about their superannuation and garner control. Clarify ever-changing preservation and tax regulations, and clearly articulate the relevant Acts and Regulations. Provide members with support regarding their entitlements, status, or contributions with a first-call resolution focus. Educate members to understand their entitlements and empower them to make informed decisions about their superannuation and garner control. Clarify ever-changing preservation and tax regulations, and clearly articulate the relevant Acts and Regulations.

    • Australia
    • Wellness and Fitness Services
    • 1 - 100 Employee
    • Aesthetic & Wellness Therapist
      • Mar 2022 - Nov 2022

      Greet clients entering the clinic and perform consultations, assessing client's concerns, and recommending therapeutic skin care and body treatments, alternative courses of action, risks and side effects and consequences of not having any treatment, while offering a wide range of body shaping treatments and recommending and selling skincare and wellness products. Greet clients entering the clinic and perform consultations, assessing client's concerns, and recommending therapeutic skin care and body treatments, alternative courses of action, risks and side effects and consequences of not having any treatment, while offering a wide range of body shaping treatments and recommending and selling skincare and wellness products.

    • Australia
    • Banking
    • 700 & Above Employee
    • Home Loan Retention Consultant
      • Jul 2014 - Mar 2022

      Managed inbound and outbound calls from existing ME Bank home loan customers and those who were considering refinancing to another lender. Identified customer needs to understand their financial drivers. Provided a tailored solution through product education, relevant pricing offers to ensure needs and expectations of the customer are met.KEY ACHIEVEMENTSStrengthened relationships with Banking Managers, Home Loan Lending Solutions, Discharges, Service, Sales and Credit, in addition to other departments, resulting in achieving desired outcomes for customers.Drove home loan growth by identifying customers seeking further lending for home loan purchases, home renovations, debt consolidation or personal finance to refer to the Mobile Banking team or Top Up assessment team.Built business cases when requesting competitor price match or special pricing for high retention risk customers for consideration and approval from the pricing group. Show less

    • Customer Service & Sales Consultant
      • Jul 2012 - Jul 2014

      Provided an elite service to new and existing customers, providing account information, and identifying sales opportunities across retail deposit and loan products. Actioned electronic transfers, payments alterations, bank cheques, direct debits, and credits, as well as emergency cash requests.Processed debit and credit card requests, including lost and stolen cards, limit increases and decreases and fraudulent reporting. Processed requests and provide information for home loan facility alterations, discharges, deceased estates and change of title.KEY ACHIEVEMENTSBuilt and managed key relationships with internal departments, imperative to resolving complex customer enquiries and general business enquiries.Acknowledged for referring accurately qualified quality leads to mobile lenders.Recognised for the ability to develop relationships with diverse backgrounds and cultures, and various demographics with clear and concise communication. Show less

    • Canada
    • Manufacturing
    • 200 - 300 Employee
    • Customer Service | Receptionist | Sales Assistant
      • Jan 2007 - Jul 2012

    • Australia
    • Retail
    • 700 & Above Employee
    • Receptionist - Community Involvement
      • Feb 1997 - Mar 2007

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