Experience

BOQ Specialist

• Australia
• Financial Services
• 100 - 200 Employee

• Residential Private Banking

  • Aug 2021 - Present

  Promoted to internal associate within the residential banking team at BOQ Specialist.

• Client Consultant - Transactional Services Duty

  • Jun 2019 - Jul 2021

  My Role: - Experience working solo and under strict daily deadlines as the frontline worker for the banks personal domestic and international transfer service. - Such daily task involves written and verbal confirmation with clients, risk checks assessments, and the final inputs of large transaction through banking programs. - Extensive skills and knowledge around the areas of FX trading, negotiation skills in the area of spot rates, term deposit rates and greater understanding of the foreign exchanges market across different currencies (USD, ZAR, EU etc). - Collaborating risk assessment alongside the bank product team and direct management structure to ensure due diligences is complete for each transaction. - Providing exceptional client service in all client dealings and communication whilst maintaining a strong relationships with client’s expectations and meeting deadlines for payments. Meeting AUSTRAC AML reporting requirements for suspicious activity and trends.

• Client Consultant

  • Nov 2018 - Jul 2021

  BOQ Specialist provides specialist banking services for clients in niche market across the medical, dental and veterinary sectors and has done for the past 30 years. Formerly Investec Bank (Australia) Limited which was acquired by Bank of Queensland Limited in 2014.



Penrith Panthers

• Australia
• Spectator Sports
• 100 - 200 Employee

• Customer Service Representative

  • Mar 2016 - Nov 2018