InvestorKit

Associate Buyers Agent

BGC partners

Client Services Officer

Australian Money Market

Term deposit broker 

Morgans Financial Limited

•	Processing payments, cash journals, transfer funds, adjustment brokerage and reconciliations utilising GBST and Microsoft Excel
•	Processing cash products – new accounts applications, banking forms, deposits & withdrawals 
•	Liaising with advisers, dealers assistants through the Morgans network and external providers such as Banks and Deposit takers via email and phone whilst providing quality service to our clients 
•	General assistance and back up to others within the Client Accounts team 
•       Develop an understanding of the following regulations and procedures and their impact to the department: 
o Banking regulations
 o AML regulations 
o Morgans client accounts procedures

Accounts Settlements Officer 

JD Sports

•	Assist customers with queries, processing sales, returns and gift vouchers
•	Assist my Department Managers and share product knowledge with customers
•	Escalate any customer complaints to management
•	Worked under the guidance and support of your Store Manager and overall team to achieve KPI's and targets
•	Ad-hoc tasks as required and upkeep store presentation

Casual Sales Assistant 

Cruise Megastore

•	Membership consultant 
•	Office environment
•	Selling different packages tailored to customers 
•	Updating customers details through the system 
•	Sending emails of new deals and promotions to members 
•	 Dealing with customers credit card details 
•	Organizing different payment plans for customers 
•	Providing exceptional customer service

Membership Consultant

Panthera Finance

Acting in accordance with Government regulations to locate and manage finance accounts that have fallen in arrears. This role consists of negotiating with banking and finance clientele to arrange payments in full, settlements and arrangements.

• Offering a settlement proposal or alternative payment arrangement to secure debt.
• Promoting and maintaining a high level of integrity whilst adhering to all relevant policies and
procedures.
• Proactively approach business challenges applying problem solving skills, persistence, teamwork and resourcefulness to achieve positive results.
• Conforming to ASIC & ACCC Regulations for collection practices on contingent debts.
• Adhering to UCCC and NCCP protocols for purchased debts.

Consultant

SurfStitch

Warehouse storeworker

Experienced Settlement Officer with a demonstrated history of working in the financial services industry. Skilled in Sales, Leadership, Customer Service, and Microsoft Office. Strong support professional with a Bachelor of Commerce - BCom focused in Finance and economics from Griffith University. 

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