Jade Cheng
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Jade Cheng 55 Taylor Road Andotown WA 4087 M: 0400 000 000 H: 07 2222 2222 E: [email protected] Objective I am an efficient customer-focused professional seeking an opportunity where I can use my excellent customer service skills, outstanding communication skills and knowledge of banking systems and products to help solve customers’ banking issues. Education University of Andotown Perth WA Bachelor of Liberal Studies Graduated: 2006 Andotown High School Perth WA Higher School Certificate Graduated: 2002 Employment History March 2008 – Present: Service Adviser Cockatoo Bank Perth WA Responsibilities Service customer enquiries, determine custome r needs and pro vide solutions with regards to their banking requirements Educate customers on product options and technology issues Manage customer and bank privacy Manage and pass on customer feedback Effectively use a variety of computer programs to access customer details and databases, and research options Data entry Continual awareness of compliance requirements – OH&S and risk management Achievements Customer Service Award, 4th quarter 2008
Transcript of Jade Cheng
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Jade Cheng55 Taylor Road
Andotown WA 4087
M: 0400 000 000
H: 07 2222 2222
ObjectiveI am an efficient customer-focused professional seeking an opportunity where I can use my excellent customer
service skills, outstanding communication skills and knowledge of banking systems and products to help solve
customers’ banking issues.
EducationUniversity of Andotown
Perth WA
Bachelor of Liberal Studies
Graduated: 2006
Andotown High School
Perth WA
Higher School Certificate
Graduated: 2002
Employment HistoryMarch 2008 – Present: Service Adviser
Cockatoo Bank
Perth WA
Responsibilities
Service customer enquiries, determine customer needs and provide solutions with regards to their banking requirements
Educate customers on product options and technology issues
Manage customer and bank privacy
Manage and pass on customer feedback
Effectively use a variety of computer programs to access customer details and databases, and research options
Data entry
Continual awareness of compliance requirements – OH&S and risk management
Achievements
Customer Service Award, 4th quarter 2008
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Vice President of the Bank Social Club – coordinated the annual company barbecue with 120 people attending, as well as team
sporting activities
Selected to help coach new recruits
August 2007 – March 2008: Bank Teller
Parrot Bank
Perth WA
Responsibilities
Served customers efficiently
Processed transactions
Cash handling and balancing with zero errors
Advised and educated customers about their options
Used a variety of computer programs and applications
Worked in a team to achieve targets and positive outcomes for customers and the bank
Achievements
Formally commended for excellent service
Made suggestions for customer feedback processes which were taken up by management
December 2006 – August 2007: Customer Service and Sales
Hemmingway Insurance
Perth WA
Responsibilities
Answered incoming customer service enquiries and advised customers
Made outgoing sales calls to encourage existing customers to upgrade
Used a variety of computer programs and applications
Operated within a team to reach targets
Assisted with coaching new staff members
Achievements
Certificate for excellent sales results
Selected to help coach new recruits
June 2006 – December 2006: Customer Service Representative
Pinkberry Internet Service Provider
Perth WA
Responsibilities
Answered incoming customer service enquiries and advised customers
Used a variety of computer programs and applications
Provided basic technical guidance
Referred customers to appropriate specialist departments
Achievements
Promoted from outgoing to incoming calls department
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Qualifications/Certifications2006 – AFSL (Australian Financial Services) Tier 2 Accreditation, Andotown Training Institute, Perth WA
2005 – Insurance Accreditation, Andotown Training Institute, Perth WA
SkillsCategory Name
Computer Microsoft Office – Word, Excel, PowerPoint
Computer Internet Explorer
Language Mandarin
Language Cantonese
InterestsLatin dancing
Bushwalking
News, current affairs and technology
Languages
ReferencesRoss Geneva - Branch Manager
Cockatoo Bank
Email: [email protected]: 07 0000 0000
Melinda Ethiope - HR Coordinator
Parrot Bank
Email: [email protected]: 07 0000 0000
- See more at: http://www.careerfaqs.com.au/careers/sample-resumes-and-cover-letters/banking-customer-service-
adviser-resume/#.dpuf
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Jo Sample123 Ocean Drive
Sampleville, FL 1234 United [email protected] 675 30902 867 5309
Career Objective
Qualified and experienced Financial Planner seeks an achievement-driven opportunity to create and maintai
maximizing investment strategies designed to achieve their financial goals.
Employment History
Jan 2009 – present: Financial Planner
Eastpac Bank
Responsibilities: Devise and execute business development strategies to attract and acquire new clients.
Conduct in-depth reviews of clients' financial circumstances and future goals.
Assist clients in making informed decisions.
Communicate complex information to clients to make them aware of their options and help them ass
Develop investment strategies to meet short and long term financial objectives.
Act as the steward of the client’s assets.
Create, implement, and continually review a plan that includes strategies designed to help clients pur
Jan 2006 – Dec 2008: Financial Advisor
Australia Bank
Responsibilities:
Analysed information and prepared plans best suited to individual clients' requirements.
Negotiated with product suppliers for the best possible rates.
Presented clients with information on new and existing products and services.
Built and maintained strong relationships with clients, helping them to track their progress over time.
Provided clients with a high level of individualized customer service.
Review accounts on a regular basis to ensure compliance with internal and external policies, guidelin
Jan 2004 – Dec 2005: Financial Services Assistant
Gold Financial Services
Responsibilities:
Assisted customers with opening accounts.
Worked with new and existing clients in building their portfolios by assessing their investment objecti
circumstances.
Advised clients regarding the advantages and disadvantages of different investment strategies Identif
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to customers.
Generated and followed-up on leads.
Ensured compliance with company and regulatory requirements and guidelines. Reported all incidences of
Achieved client satisfaction and loyalty through excellent service.
Jan 2000 – Dec 2003: Financial Planning Assistant
High Street Bank
Responsibilities:
Manage customer reviews on Windham financial planning software program
Answer clients' queries about their financial plans
Conduct in-depth reviews of clients' financial goals
Work closely with the Financial Director to develop appropriate financial plans for clients
Effectively communicate complex information to clients to help them make informed financial decisions
Achievements:
Helped build new client portfolios by assessing their financial objectives
Proactively increased client numbers through client recommendations
Received excellent feedback from clients
Achieved high customer satisfaction and loyalty
Education / Qualifications
Graduate Diploma of Finance
RMIT University
Graduated
Bachelor of Business (Economics and Finance)
RMIT University
Graduated
Skills
Name Proficiency
Microsoft Excel Advanced
Microsoft Office Advanced
Languages
Name Proficiency
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Japanese Native
Immigration / Work Status
Australia – Permanent Resident
Hobbies / Interests
Tennis, sailing and fishing, baseball, karate and karaoke.
References
References available on request
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Paul Brazel
DATE OF BIRTH / AGE: 5 May 1975 / Age 33
ADDRESS: 3 Martha Avenue, Hawthorn Victoria 3123
CONTACT NUMBER: Home: +61 3 900 777 Work: +61 402 999 777
E-MAIL ADDRESS: [email protected]
NATIONALITY: Australian
EDUCATION: RMIT University, Melbourne, Australia (February 1994 – November 1997), Bachelor of Busi(Economics and Finance)
AWARDS & ACHIEVEMENTS: 1999 ANZ award for excellence in Customer Service
SKILLS & TRAINING: Computer literature with a strong proficiency the full Microsoft office suite, Financial CustomTraining
CAREER HISTORY
March 2005 – Current ANZ Relationship Manager
Business/Commercial Clients dealing with lending/Investments of up to $50 million Oversaw the preparation of complex credit submissions ensuring mitigation of any
or losses
Managed and developed business and corporate banking portfolios
Experience in dealing with Corporate/Institutional Clients ranging from $5 to $25 maccounts
March 2004 - March 2005 ANZ Relationship Bankers
Identified new business opportunities and new clients to the Bank
Processes credit submissions and completed annual reviews to ensure timely delivdecisions, documentation and funding to clients
Sales and business development Customer service
Exposure to business and commercial banking
INTERESTS / ACTIVITIES: I love my sports and regularly play tennis, squash and basketball. I also have an appreciatiofood, red wine and most genres of music and movies.
REFERENCES: References on request
