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Banking Operations Officer | Administrator
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Competencies
Demonstrated experience with Client Relationship Management.
Demonstrated experience with Financial Analysis.
Demonstrated experience with Regulatory Compliance.
Demonstrated experience with Microsoft Office.
Demonstrated experience with Client Query Resolution.
Education
Summary
Banking Operations Officer | Administrator open to new opportunities
Experience
Banking Operation Officer/Administrator
Managed private wealth client relationships across a broad portfolio, delivering personalised financial solutions and status updates that supported client retention and long-term growth objectives. Conducted financial analysis on client account activity and transactional patterns, generating actionable recommendations to improve client outcomes and identify cross-sell opportunities within the market. Developed and maintained a structured pipeline of client applications and service
Customer Service Consultant
Handled high-volume inbound client queries professionally, consistently meeting SLA targets for response time and first-contact resolution across all transactional service channels. Conducted responsive research to provide authoritative guidance to clients on account operations, products and market-related services, ensuring accurate advice and regulatory compliance at all times. Managed ownership of complex complaints, escalating where required and maintaining client trust and satisfa