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.• Work closely with team members and other stakeholders to ensure the service are met in a timely and accurate fashion.• Provide technical supports to enable clients are able to access to their accounts.

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.• Reconciling cash and bank receipts on a daily basis.• Manage and maintain the non-customer facing cash duties i.e. ATMs, DPS & Drop box, Ordering and Repat branch cash etc. • Assist in training new staff in procedures and practices.• Provide input to the procedures manual and improve working practices where possible.• Provide information and assistance to fellow team members in connection to what is required for their effective performance.

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.• Proactively participating and contributing in team meetings including initiating new ideas and contribute to resolving issues.

Rg146 Qualified, Rg146

Graduate Diploma Specialising In Finance

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