Renae Ellis Email & Phone Number

Halls Head, Western Australia, Australia

Dubbo, New South Wales, Australia

Achievements• Best Performing CSO - Capital and Country Awards FY18 H1• Awarded multiple Gold Medal Star Award for customer serviceResponsibilities• Accurately process standard telling transactions including cash deposits and withdrawals, managing and assisting with loan account payments and transaction account ledgers through the use of a wide range of computer programs and systems.• Responding to customer account enquiries whilst safely ID and searching customer information adhering to government regulations, bank policies and privacy laws.• Customer Service: greet and guide customers in a friendly and professional manner. • Communicate existing and new account services. Up-sell and direct customer to appropriate staff member. • Working with other teams and departments to find solutions and products to meet customers needs• End of day cash balancing, management and control of cash ATMS, locating discrepancies and maintaining general admin and audit duties and requirements.• Handle incoming and outgoing customer service/sales related phone calls to resolve any issues/complaints and increase sales and customer satisfaction.

Putaruru

Achievements• Received consistently excellent feedback from clients.• Increased branch customer my bank status through proactive outbound calling.Responsibilities• Develop relationships with new and existing clients through quality conversations and recommending products suitable to client’s needs.• Build knowledge and understanding of all secured and unsecured lending, insurance and investment and general banking products and services within the branch. • Utilise knowledge of branch technology including P&E, Sales Customer and NZLO• Achieve and exceed branch targets. • Open new accounts, TD’s, Personal Loans and credit cards whilst adhering to AML requirements. • Sell insurance and investment products.

Western Australia, Australia

Multiple roles and locations spanning over 10 + years, including Savings Specialist, Customer Service Specialist and Customer Service Representative. Responsibilities• Access large movement reports and identify missed sales and follow up opportunities. Contact clients to retain funds taken from CBA by negotiating term deposit rates etc.• Access QNA reports to identify opportunities to retain clients, contacting them to ensure they are using the account and it is right for their needs. Work closely with other branch staff to ensure this is done at account opening and minimise the loss to the branch.• Attend weekly meetings with area savings specialist to ensure branch performance and daily check in with branch manager.• Telling – Cash Handling, order and receive cash, daily cash balancing.• Customer Service – Ensure customer is being served quickly and competently whilst maintaining FORD principles, engaging with client and looking for sales referral opportunities.• Attend weekly one on one coaching, striving to increase referrals and revenue.• Complete foreign currency transactions and business transactions.• Keep up to date with bulletins, trainings and isource as well as product knowledge.• Educate clients on self-service options and available products/promotions for their needs.• Adhere to banking practices, private acts and trade practices laws as set out by the bank• Complete FHC & identify/refer possible sales opportunities.• Handle customer enquiries and complaints• Open new accounts, Term deposits, personal loans, credit cards and insurance.• Refer HL and Risk or FP appointments.• Seek coaching and constructive feedback.• Lead by example and share best practice with fellow colleagues.• Set sales goals, stay focused and drive for results

Nowra

Kalgoorlie