Amirah Zaharun Nisa
Auckland,AUK
Summary
Confident Personal Banker, has wide knowledge in AML Requirement's, Home and consumer Lending (CAA 2) , Kiwisaver and General insurance. Dedicated to meeting customer's financial goals through Financial wellbeing Review. Skilled in ONYX, Mahi Tahi and Genesys Cloud. Solid knowledge of personal banking practices including business lending and financials with the usage of Advice Tool.
Overview
5
5
years of professional experience
Work History
Personal Banker
ASB
Broadway, Auckland
08.2021 - Current
- Extensively worked with first home buyers to get into their first home using ASB tools such as Kiwisaver explorer and Home Ownership Explorer.
- Helped customers open and close accounts, apply for loans and make sound financial decisions using Advice Tool.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Used job-related software such as Onyx, Genesys cloud and Mahi Tahi to gather customer's data and proactively contacting them for all lending and general enquires.
- Expanded customer relationships by maintaining regular follow-up processes and rapport using Pipeline and Milestones.
- Partnered with Insurance and other one team partners to provide clients with optimal financial advice and solutions.
- Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
- Wide knowledge in business lending with ability to read and understand financial statements.
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
- Trained and guided new Personal bankers to achieve their CAA and understand how to run Financial wellbeing review and applications to send to R&BC.
Concierge
ASB Bank
St Luke's, Auckland
02.2020 - 08.2021
- Worked to deliver the highest level of customer service possible to receive high VOC
- Worked on Dime buckets during COVID lock-down to ensure customer satisfaction was met
- Successfully used tag on tools to ensure a meaningful customer connection is build
- Created some memorable customer interactions and putting them in front of Personal Bankers
- Taking ownership of my own learning and development in ASB and working towards the set goals
- Educated customer's with better banking workshops and teaching them about better ways of banking with ASB.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Opened customer's account's using correct AML procedures.
Accounting Assistant
Saiyad and Associates Tax Professionals
Auckland
06.2019 - 12.2019
- Efficiently assisted in preparing ledgers, balance sheets, and trial balances
- Performed pre-audit procedures to allow accurate audits.
- Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
- Reconciled company credit cards, expense accounts and other expenses and financial records.
- Recorded debit, credit and account transactions in computer spreadsheets such as Xero and MYOB.
Education
Bachelor of Accounting -
Auckland University of Technology
Auckland, NZ12.2019
High School Diploma -
Massey High School
Auckland12.2015
Skills
- Transaction Processing
- Customer Service
- MS Excel
- Relationship Building
- Account Maintenance
- Financial Statements Preparation
- Banking Policies and Procedures
- Verbal and Written Communication
- ONYX & AML
- Genesys Cloud
- Mahi Tahi
- Kiwisaver Explorer
- Home Ownership Explorer
- General Insurance accreditation
References
- Grace Wong from ASB Bank 0273123375
- Victor Pringle from ASB Bank 0212471508
Languages
Timeline
Personal Banker
ASB
08.2021 - Current
Concierge
ASB Bank
02.2020 - 08.2021
Accounting Assistant
Saiyad and Associates Tax Professionals
06.2019 - 12.2019
Bachelor of Accounting -
Auckland University of Technology
High School Diploma -
Massey High School
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