Billie Ness

Experience

• 

  GE

  Nov 2005 - Aug 2008

  Personal Financial Representative

  Sold Personal Finance and Insurance to customers. Assisted with Branch TrainingAssisted Manager with monthly coachingsAchieved monthly Key Performance IndicatorsProvided customers with upselling and cross-selling optionsMade outbound calls to existing customersTaking inbound call inquiriesCollecting relevant customer personal and financial information Assessing customers needs and eligibility for product eligibility for product solutionsExecuting on all team and individual objectivesSupporting national and local marketing campaignsAchievement - Awarded Personal Finance representative of the year 2006 Show less

• 

  GE

  Feb 2014 - Oct 2014

  Personal finance representative

  Sold Personal Finance and Insurance to customers. Assisted with Branch TrainingAssisted Manager with monthly coachingsAchieved monthly Key Performance IndicatorsProvided customers with upselling and cross-selling optionsMade outbound calls to existing customersTaking inbound call inquiriesCollecting relevant customer personal and financial information Assessing customers needs and eligibility for product eligibility for product solutionsExecuting on all team and individual objectivesSupporting national and local marketing campaigns Show less

• 

  ASIC

  Jul 2016 - Jun 2017

  Customer Service Representative
• 

  Good Shepherd Australia New Zealand

  Jul 2017 - Mar 2022

  CFIO
• 

  Good Shepherd Australia New Zealand

  Jul 2022 - now

  • Business Analyst/ Project Manager

    Jul 2024 - now

  • Subject Matter Expert

    Jul 2022 - Jul 2024