Cindy Tran
Auckland,New Zealand
Summary
Highly motivated and detail-oriented professional with a proven ability to quickly learn and adapt to new situations while maintaining a strong work ethic. My objectives are to leverage my skills, knowledge, and passion for finance in a challenging role as a banker. I aim to contribute to the success of a reputable financial institution by delivering exceptional customer service, providing strategic financial solutions, and build long- term relationships with clients.
Overview
6
6
years of professional experience
Work History
Banker
BNZ
04.2023 - Current
- Demonstrated exceptional cross-selling skills, generating opportunities daily for financial health checks, credit cards, home loan, and insurance products
- Delivered fast and efficient service to customers, quickly adapting to new systems and processes, leading to reduction in transaction processing time.
- Evaluated client financial positions and identified most appropriate banking products.
- Educated customers on online banking, assisted customers with setting up or closing accounts, executed wire transfers, stop payments and account transfers, investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Balanced teller drawers and ATM cash.
Financial Crime Analyst
Commonwealth Bank of Australia
08.2021 - 09.2022
- Handled a high volume of customer inquiries and cases: averaging 15 calls, and 40 cases per day.
- Worked within the Financial Crime team assisting with KYC/CDD/EDD onboarding, PEPs and sanctions monitoring.
- Possessed knowledge of various entity types and their structure to authenticate their identity.
- Provided support and guidance in training new staff.
- Award: Monthly recognition from QA team for achieving good results.
Customer Banking Specialist
HSBC Vietnam
02.2018 - 09.2018
- Worked closely with customers to collect, analyze, and evaluate information needed to prepare loan applications under the guidance of senior staff members
- Recommended the most effective solutions to enhance the customer's financial well-being while also directing them to appropriate staff members for further support
- Proactively identified opportunities to refer customers to other areas of the business, promoting engagement and driving revenue growth
- Maintained confidentiality in handling customers and banking information, ensuring all data was handled with the utmost discretion and professionalism.
Education
Master of Applied Finance -
Auckland University of Technology
New Zealand01.2021
Bachelor degree - Business Administration International -
University
Vietnam01.2017
Skills
- Adaptability
- Teamwork and collaboration
- Technology proficiency
- Sales and Cross-Selling
- Teller Experience
References
Available upon request
Timeline
Banker
BNZ
04.2023 - Current
Financial Crime Analyst
Commonwealth Bank of Australia
08.2021 - 09.2022
Customer Banking Specialist
HSBC Vietnam
02.2018 - 09.2018
Master of Applied Finance -
Auckland University of Technology
Bachelor degree - Business Administration International -
University
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