Daniel Ye Email & Phone Number

North Sydney

• Provide information on the trading platform and educating investors on the functionality of the trading platform.
• Managing inbound and outbound calls in a professional manner.
• Provide assistance with on boarding new trading accounts and completing AML & FATCA data checks.
• Provide assistance with shares transfer from or to external brokers or registries.
• Accurately inputting and amending information on the client database system.
• Reporting and escalating identified risks and issues to appropriate Management Departments.

Wellington & Wairarapa, New Zealand

• Use breadth and depth of experience and knowledge to provide a high level of service to our customers to ensure customer service standards and principals are maintained.
• Identifying customer needs and resolving service and enquires in a timely manner.
• Prepare reports for ATM and Foreign currency accounts.
• Maintaining a high degree of mobility and visibility to ensure customers are receiving prompt attention and guidance.
• Proactively identifying referral opportunities and referring to the appropriate teams.
• Providing professional transactional ad administrative services across the branch to ensure consistently great customer service experience for customers.

Wellington & Wairarapa, New Zealand

• Continuously applying best practice procedures developed when dealing with and responding to customer enquiries.
• Supporting other team members when required to complete work assigned and to respond to customer calls in the queue.
• Identifying and resolving customer enquiries at first point of contact where call is shorter and less complex in relation to credit cards, retail and internet banking enquiries.
• Keeping the customer up to date with progress of an enquiry and when making a transfer to the appropriate solutions departments if determined necessary.
• Demonstrating ANZ service standards in all customer interactions.
• Undertake appropriate security procedures and practices when dealing with customer enquire.

Rg146 Qualified, Rg146

Graduate Diploma Specialising In Finance

Bachelor Of Commerce (Bcom), Accounting And Finance, Commercial Law