Windsor Wen Email & Phone Number

Sydney, New South Wales, Australia

• Preventing external fraud from occurring within the Branch network.• Detecting and protecting our customers from fraud and scam events performed in Branch via over the counter cash withdrawals, over the counter transfers, over the counter international money transfers and cheque withdrawals.• Providing further review and instruction on BTS alerts by providing authorisation codes as required.• Investigating and responding to branch external fraud events within a timely manner.• Provide an inbound phone line service for branch external fraud enquiries from our front line teams, stakeholders, customers and other financial institutions.

Sydney, New South Wales, Australia

 Provide Quality Customer service to enquiries, providing information over the phone, including giving basic trouble shooting assistance for technical issues through to generating financial statements Think outside the box to handle more technical/complex queries and deliver a quality experience Service General members of the public through to financial advisers/planners and also sometimes lawyers, supporting account queries and performing administration on accounts, whilst adhering to company compliance standards Contribute to a positive team environment through individual results and support of peerssharing of best practices, successes and learning experiences. Provides support for Link Market Service Investors with respects to their Online Portfolio Credentials

Sydney, Australia

Role Purpose: To respond to ANZ Share Investing retail customer enquiries via phone, email andworkflow by providing an exceptional client experience, first time, every time. The role requiresknowledge in on boarding process for clients, relationship building with CMC Markets and a desire to add value to the conversation by anticipating customer needs beyond their query.Responsibilities: Delivering correct and thorough information to clients to avoid compensation claims orcomplaints. Strives to deliver exceptional client experiences, first time, every time Demonstrates ANZ service standards – listens to customers to understand their needs & viewsin order to deal effectively with their queries and concerns. Takes personal responsibility for resolving customer concerns and links customers’ needs tosuitable products and solutions. Remains polite and tactful towards customers. Provides support for ANZ Share Investing clients with respects to their inflight application orlogon credentials Access and provide encrypted historical information to clients as requested and relevant Ensure individual and team compliance to ANZ Share Investing policies and procedures in allactions. Ensure Service Level Agreements are met and strives to exceed Manage first line complaints for ANZSI clients Contribute to a positive team environment through individual results and support of peerssharing of best practices, successes and learning experiences. Liaise with external parties such as CMC Markets to ensure seamless response to customer Perform within ASX business rules and ANZ policy at all times Identify risk and security issues within processes and determine remediation plans. To ensure up to date compliance to ANZ and ANZ Share Investing policies and procedures To ensure alignment and adherence with governance policies, processes and standards and withexternal regulatory requirements.

North Ryde

My Role: Provide quality customer service to clients and financial advisers, support account queries and provide information around financial products and services, on behalf of the Australian Taxation Office as a Contractor. Strives to deliver exceptional client experiences, first time, every time Demonstrates Australian Taxation Office service standards – listening to customers to understand their needs & views, and providing them the outcome that both the ATO and the client effectively through their queries and concerns. Takes personal responsibility for resolving customer concerns and links customers’ needs tosuitable products and solutions. Remains polite and tactful towards customers. Access and provide encrypted historical information to clients as requested and relevant Ensure individual and team compliance to Australian Taxation Office policies and procedures in allactions. Ensure Service Level Agreements are met and strives to exceed. Manage first line debt collection calls, assisting client's through means of payment plan, extra time, and finding ways to resolve activity, and income tax debt's through by all appropriate means, and act on a case by case basis to resolve/remitt/reject Failure to Lodge penalties, General interest Charges, and additional time to lodge tax return/activity statments. Contribute to a positive team environment through individual results and support of peerssharing of best practices, successes and learning experiences. Liaise with external parties such as Probe Group Pty Ltd and Recoveries Corp to ensure that the debt is collected and resolved within a seamless timing.  Perform within ATO compliance rules and policy at all times. Identifying risk and security issues within processes and determine remediation plans to ensure in the future, the risk is mitigated accordingly. To ensure alignment and adherence with governance policies, processes and standards and withexternal regulatory requirements.