ANZ Wealth Australia - National Transitions Support Officer Resume Example

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XXXXXX XXXXXX , JENNERS , PA 15546
Home: XXXX XXX XXX - XXXXXXXXXXXXXXXXXXXXXXX
Nora Butler
Summary
I am a very passionate and ambitious person. I have a positive attitude and want to be the best I can be. I have a keen commitment to perform and thrive on a busy work environment. I liaise extremely well with clients and employees and have an ability to strike up trusting and lasting relationships. I find my strengths are being extremely well organised, punctual, my communication skills and my attention to detail. I thrive on working towards goals and targets. These have been the tools which have helped me in performing my duties with great efficiency.
Skills
  • Strong support skills
  • Strong sales background with exceptional results
  • Strong call centre background
  • Commitment to perform
  • identifying and converting sales opportunities
  • Helping peers to achieve results
  • Very courageous with integrity
  • Willing to learn: striving to be the best I can be
  • Strong ability to build rapport quickly with customers and business partners
  • Extensive face to face experience in a retail and a banking role
  • Highly professional
  • Passion and drive for meeting customer requests and needs
  • Considered to be a great communicator: diplomatic, friendly and possessing a good sense of humour
  • Versatile and adaptable
  • Exceptional time management skills
  • Able to work without supervision and lead others as required to success
Experience
02/2015 to Present
National Transitions Support Officer ANZ Wealth Australia - Sydney, NSW
  • Realise and drive transition opportunities
  • develop processes, methods, tools and templates for future business transition work
  • coordinate and management of administration support to the Sales Strategy Manager and National Transitions Manager
  • product comparison of external platform onto in-house platforms on a large scale
  • Attending Financial Adviser meetings
  • Presentation of findings to large groups of Financial Advisers
  • Monthly reporting
  • Analysis and comparison of bulk clients current superannuation position
05/2014 to 02/2015
Business Development Officer ANZ Wealth Australia - Adelaide, SA
  • Support to the State Manager, Business Development Managers and Senior Business Development Officer
  • Creating agendas and collating figures for adviser meetings
  • Preparing daily, weekly and monthly reports including suspense reports 
  • Coding of monthly expenses for the team 
  • Organising and coordinating weekly sales meetings
  • Organising and coordinating client functions and events
  • Resolve adviser complaints regarding sales and service
  • Managing administration issues
  • Resolving queries and assisting advisers via email or phone 
  • Overall support and administration duties
  • Problem solving
05/2013 to 05/2014
Transport Officer Department of Veterans' Affairs Government - Adelaide, SA
  • Taking a high volume of calls per day
  • Meeting daily stats
  • Dealing with Veterans' health and transport providers
  • Prioritise workload
  • Organising and booking transport
  • Dispute resolution
  • General admin duties
  • Call centre environment
  • Assessment of cases and decision making
01/2012 to 05/2013
Business Development Coordinator ACE Insurance - Adelaide, SA
  • Recruiting and hiring sales teams
  • Placing job ad's
  • Conducting interviews
  • Supporting and executing the role out of ESM (enhanced sales model)
  • Expansion of new markets within Australia
  • Training of agents to sell different risk groups to increase their productivity
  • Field training of representatives
  • Building vacant territories
  • Training new representatives
  • Point of sales software support
  • In field weekly cash-in's
  • Reporting and sending data
  • Review team performance
  • Sales
04/2012 to 08/2012
Sales Representative/Insurance Advisor ACE Insurance - Adelaide, SA
  • Cold calling
  • Sales of personal insurance products (income protection, trauma, total and permanent disability, child cover, funeral cover)
  • Meeting and exceeding sales targets
  • Relationship building
  • Servicing existing clients
  • Outstanding product knowledge 
  • Building relationships with clients and staff
  • Appointment setting
  • Administration duties
05/2009 to 04/2012
Insurance/ Sales Consultant Bank SA - Adelaide, SA
  • Customer service
  • Sales of general insurance products (home & contents, vehicle, travel, caravan, motor bike, boat)
  • Knowledge of Insurance products
  • Meeting and exceeding assigned sales targets
  • Maintaining customer accounts
  • Building rapport with new and existing customers
  • Sales training of new entrants
  • Knowledge of financial products
  • Handling objectives
  • Liaising with partner companies
  • Administrative duties
01/2008 to 05/2009
Customer Service Officer Bank SA - Adelaide, SA
  • Customer service
  • Sales & Service calls
  • Transactions
  • Referrals and sales
  • Balancing branch
  • Supervision and training with new entrants
  • Balancing of ATM's
  • Insurance Coordinator
  • Cash handling
  • Promoting of bank products
  • Extensive knowledge of bank products
  • Perform foreign currency transactions
  • Listening then identifying customer's needs and wants
  • Perform teller duties as required
  • Execute overseas transfers of funds
  • Compile information about new accounts, enter account information into computers, and file related forms or other documents
  • Refer customers to appropriate bank personnel to meet their financial needs
  • Process loan applications
  • Interview customers to obtain information needed for opening accounts
  • Investigate and correct errors upon customers' request, according to customer and bank records
05/2002 to 12/2007
Customer Service Manager Drake Foodland - Adelaide, SA
  • Customer Service
  • Cash Handling
  • Rostering
  • Balancing of store
  • Resolve customer complaints
  • Supervising 20 staff
  • Liaising with staff and management
  • Managing of petty cash
  • Targets and budget control
  • Managing of staff
  • Training of staff
  • Ordering of stock
  • Stock control
  • Supervising of store stocktakes
  • Hire and train employees, and evaluate their performance
  • Issue and cash money orders
01/1999 to 05/2001
Customer Service Drake Foodland - Adelaide, SA
  • Assist customers by providing information and resolving their complaints
  • Cash handling
  • Count money in cash drawers at the beginning of shifts to ensure that amounts always balance
  • Greet customers entering the store
  • Answer customers' questions, and provide information on procedures or policies
  • Process stock returns and exchanges
  • Stock shelves
  • Request information or assistance using paging systems
Education
Thomas More College - Salisbury Downs, SA
Further Training
  • TAFE SA - Basic Bookkeeping Course Dec 2013
  • ACE Insurance Tier 1 Compliance Course April 2012
  • Recruitment Training - ACE Insurance Sep 2012
  • Bank SA - ACE Applications Course (personal loan administrator) Oct 2008
  • TAFE SA - Typing Speed Test Aug 2004
  • Certificate III Retail Management Mar 2004
  • Food Safety & Hygiene Training Dec 2003
Awards and Recognition
  • ANZ Wealth - Distribution iCARE Award May 2016
  • ACE Insurance - South Australian Record Holder "Highest Annual Premium written in 1 week" June 2012
  • Bank SA - STAR Awards 2009, 2010, 2011, 2012
  • Drake Foodland - Service Award Oct 2002

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About this resume

National Transitions Support Officer FROM JENNERS , Pennsylvania RESUME

This is a resume for a National Transitions Support Officer in JENNERS, Pennsylvania with experience working for such companies as ANZ Wealth Australia and ANZ Wealth Australia. The grade for this resume is 0 and is one of hundreds of National Transitions Support Officer resumes available on our site for free. Use these resumes as templates to get help creating the best National Transitions Support Officer resume.

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School Attended
Thomas More College