Responsibilities

·          Developing new and existing business opportunities through customer relationship management and cross selling

·          Driving funds under management (FUM) growth through consolidation of savings

·          Ensuring smooth transition of businesses into our portfolio

·          Generating and interpreting data and reports to support decision making

·          Working closely with team members to position and win tenders

·          Managing and resolving customer enquiries and complaints

·          Defining internal processes to deliver service efficiencies and reduce customer response time

·          Preparing statement of advice (SOA’s) for new corporate customers

·          Management of both external and internal stakeholders relationships

Bank Teller

National Australia Bank, October 2006 – March 2008

Responsibilities

·          Developing new business by selling retail products and services

·          Handling large amounts of cash on a daily basis

·          Reconciling held cash against recorded amounts in teller draws, ATM’s and bank safes

·          Processing international and telegraphic transfers

·          Training and mentoring new staff in bank procedures

·          Working in a team environment and actively promoting staff morale

·          Resolving customer complaints and issues

·          Promoting relationships with regular and key clients to ensure continued business

·          Enhancing existing skills and knowledge through internal development