Michael Bateman Email & Phone Number

Melbourne, Victoria, Australia

Working in a client solutions team to deliver superior account service, supporting key account leadership in responding to multiple high end client enquiries and requests in accordance within SLA’s for allocated clients.Providing timely and accurate delivery of customer service reporting and metrics, taking Initiative that drive efficiencies, automation, and overall operational risk reduction within the business.

Melbourne, Victoria, Australia

Working in a client solutions team to deliver superior customer service, supporting key account leadership in responding to multiple high end client enquiries and requests in accordance within SLA’s for allocated clients.Providing timely and accurate delivery of customer service reporting and metrics, taking Initiative that drive efficiencies, automation, and overall operational risk reduction within the business.

Melbourne, Australia

Responsibilities include but are not limited to:• Process and manage applications for personal loans and credit cards and supervise all applications from their loading stage to submission whilst liaising with both applicants and internal stakeholders• Perform credit history analysis on all credit solicitations and conduct thorough verification and validation of all applications• Execute detailed analysis of customers financial information, including tax returns and financial statements to proactively manage risk and assess serviceability on credit submissions• Proactive manage risk to ensure all tasks are completed efficiently and meet all policy and compliance requirements• Knowledge of responsible lending and compliance practices• Proficient with SAS, Interflow loan systems and MS Office• Build genuine rapport with clients by providing high level of customer service to meet their banking and insurance needs, while seeking opportunities to cross sell financial services products• Understand the health insurance system and engage directly with clients to discover, compare, and recommend personalised health insurance products• Conduct outbound calls to new and existing clients to help with general and specific enquiries, manage client retention, handle complaints, and assist with any banking and insurance requirements• Expert in general insurance products, including motor vehicle, home and contents and travel insurance• Monitor and analyse transactions to identify fraudulent activity and potential breaches of the AML/CFT Act and report suspicious activity to the responsible regulatory bodies• Train and supervise new staff on all company processes and procedures

Melbourne, Australia

Responsibilities include but are not limited to:• Process high volumes of foreign exchange transactions• Engage directly with clients providing a high level of customer service• Handle complex client enquiries and complaints including, undertaking further investigations into the matters raised and escalating as required• Train and supervise new staff on all company processes and procedures• Motivate and coach team members in order to maximise performance and ensure personal and professional development• Achieved and exceeded sales targets and KPI’s and received various company awards • Monitor and analyse transactions to identify fraudulent activity and potential breaches of the AML/CFT Act• Report and flag suspicious activity to AUSTRAC • Calculate currency conversions with reference to market rates• Analyse market data and trends to provide competitive rates• Manage large sums of cash in a busy environment Achievements:• 2018 Global Gathering Qualification - Store Profit Award, Store Improvement Award, $100,000 Consultant Improvement Award, $350,000 Commission Transfer Award.• 2017 Store Improvement Award

Diploma Of Events Management, Business And Personal/Financial Services Marketing Operations

Year 12 Vce