Jessie-lee Curtis

Experience

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  Helene Abicair College of Advanced Beauty Therapy

  Nov 2011 - Dec 2016

  Manager & Educator
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  Commonwealth Bank

  Jul 2018 - Jun 2019

  Customer Service Specialist

  As a Customer Service Specialist, I built strong customer relationships by fostering meaningful conversations and supporting clients' financial goals with integrity and accountability. I efficiently processed financial transactions, handled personal loan and credit card applications, opened new accounts, and made referrals for more complex financial needs, consistently ensuring customer satisfaction and meeting client needs.

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  Westpac

  Jul 2019 - Nov 2020

  Personal Banking Advisor

  Engaged in everyday banking conversations with customers, accurately identifying their needs and making appropriate referrals to address banking and lending requirements. Cultivated strong customer relationships by understanding their current financial situations and future goals, while efficiently handling transactions, opening accounts, and processing loan and credit card applications. Proactively invited clients for banking reviews, ensuring comprehensive support and long-term customer satisfaction. Show less

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  Commonwealth Bank

  Nov 2021 - Apr 2022

  As a Customer Banking Specialist, collaborated with branch management and team to deliver exceptional customer service by identifying client needs and recommending tailored financial solutions. Conducted customer interviews, processed applications for loans, credit cards, and new accounts, while proactively educating clients on in-branch and digital banking technologies. Additionally, served as a Culture Council representative, advocating for colleagues and fostering a positive workplace environment. Show less

  • Customer Banking Specialist

    Nov 2020 - Apr 2022

  • Customer Care Specialist - Secondment

    Nov 2021 - Jan 2022
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  Allwood & Ryan

  Apr 2022 - Jan 2023

  Bookkeeper

  Demonstrated ability to navigate and leverage accounting software functionalities to produce detailed and compliant BAS reports.Demonstrated proficiency in MYOB.

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  Beta Alpha Psi - Xi Kappa, Deakin University

  Sept 2022 - now

  Associate Member

  Beta Alpha Psi is an international honor organisation for accounting, finance and business information systems students and professionals.

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  Brewster Walsh & Associates

  Jan 2023 - now

  Assistant Accountant

  Prepared Business Activity Statements (BAS) and income tax returns for a variety of entities, ensuring compliance with relevant regulations. Collaborated with senior accounting staff to identify tax-saving opportunities and optimize tax liabilities. Supported financial data analysis and report preparation, contributing to strategic planning and decision-making. Proficient in using accounting software like Xero, MYOB, and QuickBooks to streamline processes and maintain accurate records. Show less

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  Deakin International Consultancy Experience

  Jun 2023 - Jun 2023

  Business Consulting

  Conducted thorough research and analysis of clients' operating environments and markets, identifying areas of growth and opportunity to drive strategic decision-making.Collaborated seamlessly with team members to develop and refine key strategic recommendations aligned with client aspirations and objectives.Demonstrated effective time management skills by establishing clear timelines and actionable goals for project milestones. This structured approach facilitated progress tracking and ensured timely project completion.Formulated a comprehensive set of key performance indicators (KPIs) to enable clients to measure the success and impact of proposed recommendations accurately.Engaged in collaborative teamwork to produce a detailed business consultancy report, delivering actionable insights to clients within stringent time constraints.Communicated persuasively and professionally, effectively conveying complex ideas to diverse audiences during impactful business presentations. Show less

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  BWC Wealth Partners Pty Ltd

  Feb 2024 - May 2024

  Financial Planning Intern

  Provided support to the financial advisory team at BWC Wealth Partners, enhancing operational efficiency. Acquired and leveraged skills in Xplan software to streamline processes, improve task management, and facilitate effective collaboration among team members. Contributed to the delivery of high-impact financial advisory services, ensuring seamless client experiences and improved service outcomes.

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  Financial Advice Association of Australia

  Jan 2025 - now

  Emerging Professionals Committee Member