Amanda Lee Email & Phone Number

Melbourne, VIC, AU

Melbourne, Victoria, Australia

- Created and managed 2 new Advice teams - Simple Advice Team and Guidance Specialist Team.- Delivered strong member satisfaction, retention, built member advocacy and improved member engagement, retirement & financial wellbeing.- As part of the main working group for the implementation of new online calculators and advice tools, provided critical input.

- Led a team of advisers to deliver quality advice & education to members, within defined service quality and compliance standards.- Managed and resolved escalations, complaints, dissatisfied customers and complex technical issues.- Ensured all incidents and complaints were lodged and liaised with the appropriate teams to resolve the cases.- Provided.

Melbourne, Australia

- Conducted a structured questioning process to identify member's circumstances and objectives to construct a financial solution or to refer them to the Comprehensive Advice Team.- Provided high quality general and personal advice to members that meet their advice needs in an effective and efficient way.- Participated in outbound calling to support.

Melbourne, Australia

- Provided appropriate general and limited personal advice with a 'Member's First' experience. - Identified opportunities where further comprehensive advice would add value to the member. - Created SOAs using Xplan, ensuring delivery within 5 working days.

Melbourne, Australia

- Provided general advice to members. Referred members who required holistic advice to Cbus Financial Advisers or IFFP Planners.- Improved and managed the support procedure for advice implementations. - Actively worked on the development of a new "fact find" process and Statement of Advice for Insurance. - Presented Death, TPD and Income Protection.

Melbourne, Australia

- Managed and coached a team of 9 customer service consultants, ensuring team objectives and standards of service were met. - Conducted regular inter-departmental team building sessions. - Built a committed and enthusiastic team by leading, motivating and coaching the team to achieve success. - Prepared performance reports for presentation to Trustees.

Melbourne, Australia

- Achieved service standards in productivity, cycle time and quality. - Consistently handled member and employer enquiries in a professional and timely manner. - Acted as technical expert and mentor for team members.- Accelerated to assist with employer enquiries within 6 months.

Bachelor Of Commerce (B.Com.), Accounting And Finance

Activities and Societies: • Secretary of Monash Dance Sport (2008) • Street Latin Gold medallist in the Monash & Melbourne University.

Advanced Diploma Of Financial Services, Financial Planning