Paul User
@pauluser6
Talented financial services professional with eight years of experience.
What I'm looking for
I am a dedicated financial services professional with eight years of experience in customer service and project management. My career has been marked by a proactive approach to meeting project demands and keeping teams motivated. I have a proven track record of successfully managing client portfolios and implementing new systems that enhance service delivery.
Throughout my career, I have excelled in roles that require strong communication and problem-solving skills. I have led teams to achieve top performance in various projects, including a significant transition to digital platforms at American Express. My ability to analyze industry trends and pursue professional development opportunities has allowed me to stay ahead in a rapidly changing environment.
Experience
Work history, roles, and key accomplishments
Client Service Officer
Cuscal Limited
Oct 2023 - Present (1 year 7 months)
As the first point of contact for client inquiries at Cuscal, I resolve issues related to products and services, ensuring exceptional client service. I manage client communications, log queries in the CRM, and advocate for client satisfaction while collaborating with internal teams to improve processes.
Insurance Sales Consultant
IAG
Oct 2020 - Oct 2023 (2 years 11 months)
In my role at IAG, I closed sales on new insurance policies by effectively presenting options to customers. I tracked industry trends and pursued professional development to enhance my product knowledge, providing high-quality service and support to clients.
Customer Banking Specialist
Commonwealth Bank
May 2018 - Oct 2020 (2 years 5 months)
As a Customer Banking Specialist, I supported multiple branches by providing tailored financial solutions to clients. I excelled in achieving targets and enhancing operational efficiencies through system updates and feedback collection.
Project Assistant
American Express
Jul 2015 - Jul 2017 (2 years)
In my role as Project Assistant at American Express, I was the subject matter expert for new corporate products and assisted in the global implementation of a new client servicing platform. I guided teams through software issues and prepared project-related documentation.
New Merchant Business Specialist
American Express
Oct 2014 - Apr 2015 (6 months)
As a New Merchant Business Specialist, I managed the sign-up process for new merchants, utilizing Salesforce to create and service corporate accounts. My role involved consultative selling and identifying opportunities for business growth.
Corporate Care Professional
American Express
Dec 2010 - Mar 2012 (1 year 3 months)
In this role, I provided premium customer service to corporate cardholders, ensuring compliance with AML/KYC regulations and supporting clients with various systems. My extensive training in financial servicing enhanced my ability to meet client needs.
Sales Executive
Optus
Feb 2011 - Sep 2011 (7 months)
As a Sales Executive at Optus, I achieved monthly KPI targets by selling financial products and providing fast-paced customer service. My role involved managing escalations and ensuring compliance with finance contracts.
Sales Executive, Store Communications Area Manager
Harvey Norman
Jan 2010 - Dec 2010 (11 months)
In my role at Harvey Norman, I managed in-store sales and operations, ensuring the successful launch of new telecommunications partnerships. I trained staff and consistently achieved top sales results across a diverse range of products.
Education
Degrees, certifications, and relevant coursework
Cuscal Limited
Client Services
2020 -
The purpose of the position is to be the first point of contact within Cuscal for all client and stakeholder enquiries and issues related to Cuscal's products and services.
American Express
Project Management
2015 - 2017
SME for new Corporate products, point of contact and project assistant for the Australian market new systems implementation for new client servicing platform being globally implemented.
Harvey Norman
Sales Management
2010 - 2010
In store area management, sales preparation and execution, stock maintenance and promotions preparation and implementation of Optus telecommunications partner.
Commonwealth Bank College
TCE, Business Studies
2003 - 2003
Role of branch area relief working in multiple branches in the area Hobart learning all aspects of branch operations.
Elizabeth College
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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