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Paraplanner/Junior Planner

Worked in the Banking & Finance Sectors for many years. Have over 20 years Customer Service experience. I posess good intermediate computer skills: MSword, Office, Outllook, MYOB and Excel. Strong communication and telephone skills.

Work Preferences

Desired Salary
55,000 - 65,000 per year  
Availability
1 Week  
Desired Job Type
Full Time  
Can Travel for Work
Extensively  
Highest Education Level
High School  
Current Location
VIC Other  
Willing to relocate?
No
Residency / Visa
Australian Citizen

Skills Profile

Insurance (general)
Insurance (Life)
Other
Technical Skills Skill Last Used Yrs. Exp.  
  EXCEL 2007 15  
  MYOB 2010 1  
  POS 2008 5  
  WORD 2010 10  

Employment History

Job Title
GE Money
Industry
Financial Services
11/2006 to Current
Making outbound calls to existing customers
Taking inbound call enquiries
Conducting customer loan interviews. Collecting relevant customer personal and financial information. Assessing customer’s needs and eligibility for product solutions, Providing customers with up-selling and cross sell options. Introducing new GE and external products. Executing on all team and individual objectives.
Supporting national and local marketing campaigns
Developing thorough understanding of branch network offerings. Servicing customer’s transaction needs - taking payments, answering queries and maintaining customer relations
Proactively working to retain customers. Maintaining daily branch procedures such as log books, and cash handling.
Work in accordance with GE policies and procedures, operating to a high ethical standard. Understand and ensure all Compliance, Legislative & Regulatory responsibilities are met.

Qualifications

Completed Institution Degree / Qualification
1986 Maryvale High School Year 12  

Work Related Training & Certification

Completed Institution Training / Certification
2011 Kaplan Education RG146 (Financial Planning)