Paul UserPU
Open to opportunities

Paul User

@pauluser6

Talented financial services professional with eight years of experience.

Australia

What I'm looking for

I am seeking a role that values client-centric service and offers opportunities for professional growth.

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

CL
Current

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.

CB

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.

AE

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.

Education

Degrees, certifications, and relevant coursework

CL

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.

AE

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.

HN

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.

CC

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.

EC

Elizabeth College

Tech stack

Software and tools used professionally

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Paul User - Client Service Officer - Cuscal Limited | Himalayas