Deepanshi
Tarneit
Summary
Skilled Personal Banker with effective background in financial services industry. Noted for strong client service skills, ability to assess customer needs and tailor banking solutions accordingly. Demonstrates prowess in cross-selling banking products and services, establishing long term client relationships, and contributing to business growth. Committed to maintaining up-to-date knowledge on banking products, trends, and regulations.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Banker
Great Southern Bank
Werribee
09.2023 - Current
- Provided customer service to clients, including answering questions and resolving issues.
- Conducted account openings and closings for clients.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Responded promptly to customer emails, phone calls and requests for information.
- Cross-sold banking products such as credit cards, loans and investments.
- Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Processed loan applications according to established guidelines.
- Promoted additional bank services through personal contact with customers.
Front Desk Coordinator
Aussizz Group Pty Ltd.
Werribee
04.2021 - 08.2023
- Handle 50+ customer interactions per day, giving detailed, personalised, friendly & polite service to ensure customer retention
- Memorized all company services to be able to answer customer queries quickly and efficiently
- Handling social media page of the office- uploading and editing videos and other posts
- Coordinating with various departments within the office
- Receive source data such as customer names, addresses, contact information and enter data into software
Assistant Restaurant Manager
Hungry Jacks' Pty Ltd
10.2018 - 04.2021
- Worked to ensure a positive and hassle-free customer experience
- Worked on Labor portfolio
- Prepared staff and management rosters as per EBA guidelines
- Creating JIRA tickets and submitting payroll forms for any staff pay queries
- Completing and rechecking Time and Attendance sheets on daily and weekly basis
- Hiring and training of new crew
- Maintaining the payroll of the employees, assisting in applying leave, etc
- Identified and maximized sales opportunities and increased customer retention rates
- Settled any customer disputes in a professional and pleasant manner
- Managed orders and supervised inventory by performing daily, weekly and monthly counts
Education
Master of Business Administration and Master of Professional Accounting -
Holmes Institute
06.2019
Bachelor of Commerce -
Panjab University
05.2015
Skills
- Empathy
- Adaptability
- Teamwork
- Clear communication skills
- Taking responsibility
- Patience
- MS Office
- Rapport building
- Customer Obsessed
- CRM
- Personal Lending
- Assisting the management team
- Training new hires
- Relationship building
- Attention to detail
Languages
English
Full Professional
Punjabi
Full Professional
Hindi
Native/ Bilingual
Certification
- RG 206 - Dec 2023
Accomplishments
- CRM Champion
- Consumer Lending Champion
References
References available upon request.
Timeline
Personal Banker
Great Southern Bank
09.2023 - Current
Front Desk Coordinator
Aussizz Group Pty Ltd.
04.2021 - 08.2023
Assistant Restaurant Manager
Hungry Jacks' Pty Ltd
10.2018 - 04.2021
Master of Business Administration and Master of Professional Accounting -
Holmes Institute
Bachelor of Commerce -
Panjab University
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