Lemalu - 15 Years Banking Knowledge - Balga WA 6061, Australia

Kelvin Lemalu

Balga WA 6061, Australia

Services

15 Years Banking Knowledge

Summary:

• Firth-teen years experience in banking industry.
• Computer system operation of ANZ Bank and Westpac Bank.
• Comply with Procedures and Policies – qualifying potential clients using the banks and Australia Financial Market (AFMA) criteria.
• Expert in Foreign Exchange products.
• Cross-selling banks core products and services.
• Can speak three languages fluently – English, Samoan and Hindi.
• Excellent Customer Service skills.
• Achieving targets and beyond.
• Computer savvy in most Microsoft package.
• Skilled in analysis and interpretation of statistical/financial/qualitative content.

Work History

Consultant Officer

Breakthrough Financial Solutions Limited

12 Pioneer Street, Henderson 0650
Phone: 09 838 1494

Current Role: Consultant Officer

Key Objectives
• Selling Insurance, Mortgage, Small Loans.
• Preparing Personal Tax Summary for clients.
• Preparing Donation IR3 for clients.
• Debt Collection - Accounts Payable.
• Registration of Charity Trust and Incorporated Society.
• Assisting Accountant with preparing GST & PAYE returns for accounting clients.
• Working hand in hand with Managing Director in marketing and promoting Breakthrough Financial Solutions Limited to the Samoan Communities, Organization and Society.
• Assisting Administration department with paper work.

Foreign Exchange Dealer/Treasurer

Westpac Cook Island

Assistant Finance Analyst
Retail Tellers (Part-Time)

Senior Foreign Exchange Dealer (Supervisor)

Westpac Samoa Banking Corporation

My Position at Wespac Cook Island was Manager Treasury & Dealings my objectives were to Support the Cook Island Leadership team to achieve our Financial results, Drive trading income to meet plan, Develop a trading database of key trade clients, actively seek to expand this and develop a cusotmer visitation program, Improve work environment to reflect global high performing company culture,Improve the Personal Banking Financial framework - working closely with in country Finance manager and regional Finance. Providing training for staff and cusotmers in terms of financial products.

Treasury Dealer, Treasury Operations Officer, International Relief Officer/ Prime Banking Teller (HVC), Retail Head Teller

ANZ Bank of Samoa Ltd

Position: Treasury Dealer, Treasury Operations Officer, International Relief Officer/ Prime Banking Teller (HVC), Retail Head Teller for Foreign Exchange, Airport Agency - Foreign exchange teller/Customer services officer, Services support office, Retail teller/Customer services teller.




Key Achievements
• 2008/2009 - Achieve yearly target and stretch target by 20%.
• Oct 2009 - Special Recognition Award
• 2007/2008 - Achieve yearly target and stretch target by 40%.
• Sept 2008 - On the Spot Award for teamwork, positive attitude & going an
Extra mile
• 2006/2007 - Achieve yearly target and stretch target by 20%.
• Oct 2007 - General Manager's Award for Best Employee for the month.
• Dec 2007 - Best Employee of Month Award
• 2005/2004 - Achieve yearly target and stretch target by 10%.
• May 2004 - Pacific Sales Star of the Month May • 2004/2003 - Achieve yearly target and stretch target by 10%.
• 2002/2003 - Achieve yearly target and stretch target by 15%.

Qualifications & Certifications

Cert Accounting (Basic on going)

University of South Pacific

Accounting, Economics, Geography, English

St. Joseph College

Business Math

National University of South Pacific

AG Primary School in Fiji

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