Summary
Overview
Work History
Education
Skills
Languages
Timeline
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ANDREW DEE MATAUPU-PULETIUATOA

14 Raphoe Road,Flat Bush

Summary

In my pursuit of new endeavours to grow and always learn as we know learning is a life journey not just a season of our lives, I am seeking new opportunities even in new industries as I really back my ability as a quick learner and being able to adapt accordingly.


I am currently a Personal Banker & have been in this industry for just under a decade. I have been in various different roles throughout my tenure ranging from Personal Banking to management.


I have also started and operated my own gym where my roles ranged from CEO, cleaner, marketer, trainer and the list goes on.


I've also got a background in insurance as well where I scaled to roles of management in that industry.


Prior to this, I was in the warehousing industry with a passion to always improve in life. This passion has never died down hence why I am in the pursuit of a new job.


I am also NZ Born Samoan & can speak fluent in both English & Samoan.

Overview

10
10
years of professional experience

Work History

ANZ Bank LTD
10.2015 - Current
  • Serve customers with their immediate needs
  • Review banking for 'personal set' customers to identify additional and unrecognised needs that would benefit the customer
  • Analyse our customers need and wants and match them to the countless products we have available
  • Sales champion role within the team ensuring team out-performance
  • Coach new team members on approaching customers with different banking products
  • Weekly updates of the Team and individual sales targets
  • Advised customers on banking products including transact, savings, investment, personal lending, life and general insurances
  • Educating our customer base on our banking products and ways of banking and utilising ANZ profiling guide to ensure all customer needs and wants were identified and reviewed thoroughly to ensure total customer satisfaction
  • Maintained friendly and professional customer interactions
  • Exceeded quarterly sales targets and achieved all 6 buckets for the year full period
  • Credit card retention.

CEO & Founder

Homebred Fitness & Nutrition LTD
10.2016 - 12.2020
  • Initiated strategy to drive company growth and increase market share and profitability.
  • Managed financial, operational and human resources to optimize business performance.
  • Implemented strong hiring and training techniques to promote team cohesiveness and streamline overall workflow.
  • Built productive relationships with industry partners and competitors to support strategic business objectives.
  • Negotiated with suppliers and delivery workers and ordered materials according to forecasted customer demand.
  • Represented organization at industry conferences and events.
  • Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
  • Analyzed and tracked business metrics and made appropriate adjustments to meet supply and demand needs.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
  • Engaged positively with staff and leadership colleagues, soliciting and encouraging feedback and collaborative spirit.

Retention Team Leader

Penrose, Youi PTY LTD
05.2014 - 10.2015
  • Dealing with enquiries from existing clients
  • Assess the area of concern and work with the client in order to find a suitable solution
  • Resolving the concerns via reassessing client risks, insurance coverage and premiums
  • Reconciling client statements & payments for any account enquiries
  • Reallocating any payments which have been identified as incorrect, or allocating credits as needed
  • Resolving complaints via ascertaining client needs and assessing available solutions
  • Working around client objections & building rapport
  • Identifying and actuate opportunities for cross sales
  • Reviewing previous communications between the client and Youi, to provide context to current issues and also to identify where there has been a lapse in process
  • Daily task management & following up with actions
  • Meeting or exceeding the set KPI's which were set around:
  • Number of actions Save ratio-which is a mandatory 60% < Sales ratio
  • Client satisfaction & productivity
  • Award for highest productivity
  • 100% client satisfaction rating
  • Delegated daily tasks to team members to optimize group productivity
  • Promoted to leadership position in recognition of strong work ethic and provided exceptional customer service
  • Motivated and empowered team members to build customer satisfaction and loyalty to support retention and growth
  • Fostered positive employee relationships through communication, training and development coaching
  • Mentored newly hired employees on machine operations and implemented training on safety procedures to prevent injuries
  • Allocated resources and organized processes within assigned area of responsibility to drive efficiency and productivity
  • Reviewed completed work to verify consistency, quality and conformance
  • Utilized coaching and leadership principles to enhance internal and external team dynamics
  • Recommended and executed improvements for production and product quality
  • Assigned projects and distributed tasks to team members as per area of expertise
  • Defined manufacturing performance standards and reviewed outcomes of performance goals to set future targets
  • Maintained high standards of customer service during high-volume work shifts and fast-paced operations
  • Monitored team progress and enforced deadlines
  • Reviewed staff work and gave comprehensive and constructive feedback
  • Organized and prioritized incoming work orders and optimized team workflows and resources to handle dynamic demands
  • Documented production levels and materials used to keep management informed
  • Collaborated with management team to implement new work procedures or policies.Sales Advisor
  • Penrose

Youi PTY LTD
10.2013 - 05.2014
  • Being a friendly first point of contact with our newest customers
  • Dealing with sales enquiries over the phone for our product
  • Creating insurance packages to suit our customers' needs
  • Cross selling to cover all our customers' insurance requirements
  • Living our commitment to providing awesome service every day and contributing to an awesome working environment and team culture.

Education

High School Diploma -

Diploma in Accounting
Manukau Institute Of Manukau
09.2014

NCEA Level 3 - undefined

De La Salle College

NCEA Level 2 - undefined

Mt Albert Grammar School

Skills

  • Customer Relationship Management
  • Finance and Accounting Operations
  • Managing Routines
  • Coaching and Mentoring
  • Team Leadership
  • Verbal and Written Communication
  • Anti Money Laundering (AML)
  • Process Applications
  • Sales Expertise
  • Personal Coaching
  • Banking
  • Improvement Strategies
  • Coaching Leadership
  • Individual Evaluations
  • Youth Support
  • Orientation and Onboarding
  • Analytical Thinking

Languages

Samoan
Native or Bilingual

Timeline

CEO & Founder

Homebred Fitness & Nutrition LTD
10.2016 - 12.2020

ANZ Bank LTD
10.2015 - Current

Retention Team Leader

Penrose, Youi PTY LTD
05.2014 - 10.2015

Youi PTY LTD
10.2013 - 05.2014

High School Diploma -

Diploma in Accounting

NCEA Level 3 - undefined

De La Salle College

NCEA Level 2 - undefined

Mt Albert Grammar School

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ANDREW DEE MATAUPU-PULETIUATOA