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

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Jade Cheng55 Taylor Road

 Andotown WA 4087

M: 0400 000 000

H: 07 2222 2222

E: [email protected]

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