Jade Cheng

55 Taylor Road
Andotown WA 4087
M: 0400 000 000
H: 07 2222 2222
E: jade.cheng@example.com

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 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

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

Qualifications/Certifications
2006 AFSL (Australian Financial Services) Tier 2 Accreditation, Andotown Training Institute, Perth WA
2005 Insurance Accreditation, Andotown Training Institute, Perth WA

Skills
Category
Computer
Computer
Language
Language

Name
Microsoft Office Word, Excel, PowerPoint
Internet Explorer
Mandarin
Cantonese

Interests
Latin dancing
Bushwalking
News, current affairs and technology
Languages

References
Ross Geneva - Branch Manager
Melinda Ethiope - HR Coordinator
Cockatoo Bank
Parrot Bank
Email: ross.geneva@email.com
Email: Melinda@example.com
Phone: 07 0000 0000
Phone: 07 0000 0000
- See more at: http://www.careerfaqs.com.au/careers/sample-resumes-and-cover-letters/banking-customer-serviceadviser-resume/#.dpuf

Jo Sample
123 Ocean Drive
Sampleville, FL 1234 United Statessample@connectcv.com 0418 675 30902 867 5309

Career Objective

Qualified and experienced Financial Planner seeks an achievement-driven opportunity to create and maintain profitable re
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 assess the relativ
Develop investment strategies to meet short and long term financial objectives.
Act as the steward of the clients assets.
Create, implement, and continually review a plan that includes strategies designed to help clients pursue their longJan 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, guidelines, rules, and r
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 objectives, risk tolera
circumstances.
Advised clients regarding the advantages and disadvantages of different investment strategies Identified and sold th

to customers.
Generated and followed-up on leads.
Ensured compliance with company and regulatory requirements and guidelines. Reported all incidences of noncom
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

Japanese

Immigration / Work Status

Australia Permanent Resident

Hobbies / Interests
Tennis, sailing and fishing, baseball, karate and karaoke.

References
References available on request

Native

Paul Brazel

Resu

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:

Paul.Brazel@someemail.com

NATIONALITY:

Australian

EDUCATION:

RMIT University, Melbourne, Australia (February 1994 November 1997), Bachelor of Business
(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 Customer Service
Training

CAREER HISTORY
March 2005 Current

ANZ
Relationship Manager

March 2004 - March 2005

Business/Commercial Clients dealing with lending/Investments of up to $50 million

Oversaw the preparation of complex credit submissions ensuring mitigation of any potential r
or losses
Managed and developed business and corporate banking portfolios
Experience in dealing with Corporate/Institutional Clients ranging from $5 to $25 million
accounts

ANZ
Relationship Bankers

Identified new business opportunities and new clients to the Bank

Processes credit submissions and completed annual reviews to ensure timely delivery of
decisions, 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 appreciation for Thai
food, red wine and most genres of music and movies.

REFERENCES:

References on request