Customer/Member Service In A Very Busy Environment.
I've worked for banks, a pastoral company and a trade union in very demanding customer/member service roles where telephone phone calls and email queries were constant. Roles included but were not limited to tasks such as: face to face and telephone interaction; providing information; writing procedures; writing product information; processing applications and other data; financial transactions; responses by email and letter; scanning; filing; data analysis.
Client Services Manager
Gilt Investments Pty Ltd
August 2013 - January 2014
A sales role in an investment broking firm. Results had to be driven by cold-calling prospective clients.
CFMEU Mining & Energy Division
October 2007 - July 2013
Was one of 2 staff in the Membership department serving approximately 9,800 Qld members. Duties included: answering telephone calls from members; calling members; processing membership applications & variations; processing members' dues via payroll deductions, direct debits, invoices & credit card payments; correspondence to members, scanning documents; database management; extracting & providing data to management & executive. An extremely busy job that required multi-tasking and constant re-prioritising of daily & weekly tasks.
Temping lead to next permanent job
February 2007 - September 2007
Feb 2007 - Sep 2007
Temping assignments undertaken to gain exposure to different areas of industry with a view to a change of career focus. (Temping lead to next permanent job.)
David Black Manufacturing Jewellers
From November 2006
(as required) David Black Manufacturing Jewellers Ad-hoc support Husband's business - accounts payable & receivable; stocktaking & client database management.
Senior Rural Finance Manager
Deposits & Investments
May 2004 - November 2006
Responsibilities included direct sales; training & coaching or mentoring staff in a large territory. The role's purpose was to develop skills & increase focus of the company's branch based staff on the need to meet large increases in deposit budgets. The role wound up as the AWB finance focus changed.
Suncorp - Group Treasury
February 1996 - April 2004
Senior dealer in a team of 4 with focus on risk advisory for Suncorp's Business Banking clients. Education provided to clients & colleagues on risk management products. As the role specialised in Agribusiness clients, distance necessitate that much of the business was conducted by telephone & email.
Westpac - Financial Markets
February 1986 - January 1996
Various roles involving telephone sales of Financial Markets products. Client relationships & service mainly provided by telephone.
Qualifications & Certifications
Toowong & Sunnybank State High Schools
Sales & Sales Team Management
Various courses including Mercuri International.