Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

ANISHA D'SOUZA

Greenhithe,AUK

Summary

Versatile Customer Service professional with over 10+ years of experience working across Risk, Sales, Relationship Management, Customer Experience, IT and Financial Services. Expert in risk analysis, planning & organization and providing comprehensive support to team members & leaders. Goal-oriented individual with the ability to meet long-term goals through daily organization.

Overview

2
2
years of professional experience

Work History

Banking Advisor

Bank of New Zealand
06.2023 - Current
  • Coordinated with various divisions and departments in servicing of routine banking transactions.
  • Extended and sustained relationships with customers to maintain and grow business.
  • Ensured I remain up to date with the latest financial legislation, to provide sound product & financial advice based on the client requirements & CCCFA protocols.
  • Contacted prospective clients to generate new loans, deposits and business to achieve company production goals.
  • Worked with customers to procure updated financial information on continuous basis.
  • Acquired collateral documents to be utilized as security on loans in accordance with banking policies.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.

Audit & Assurance Associate

Strategi Compliance
09.2022 - 03.2023
  • Maintains high level of client care throughout the entire engagement by recommending new policies, procedures and controls that add value to the client's business
  • Drafted findings and recommendations into detailed reports.
  • Detected internal control deficiencies and suggested corrective measures.
  • Recommended strategies to correct unsatisfactory conditions and reduce costs.
  • Reviewed data points and trends to determine compliance.
  • Developed audit scopes and audit programs.
  • Developed detailed financial recordkeeping methods and procedures to support fiscal reporting.

Assurance Specialist

NZ Financial Services Group, Smales Farm
07.2021 - 09.2022
  • Recorded findings of inspection process, collaborating with quality team to implement corrective actions.
  • Educated Advisers/Brokers on specific QA standards and confirmed maintenance of standards.
  • Implemented process improvements to increase productivity in quality assurance operations.
  • Promoted adherence to quality standards by educating personnel on quality control.
  • Monitored product standards and quality-control programs.
  • Provided regular updates to team leadership on quality metrics by communicating consistency problems or production deficiencies.
  • Collected and analyzed data to measure effectiveness of quality control processes.
  • Monitored testing procedures and verified performance of tests according to established item specifications and protocol.
  • Documented and executed detailed test plans and test cases and summarized and logged audit findings for reporting purposes.
  • Conducted investigations into questionable test results.

Education

Certification in Business Studies - Finance

University of Massey
2026

Post Graduation Diploma -

Cornell Institute of Business & Technology
Auckland, NZ
02.2011

Bachelor's of Commerce - Accounting And Finance

University of Mumbai
06.2009

Skills

  • Detail-oriented
  • Team player
  • Problem-Solver
  • Analytical Skills
  • Research/due diligence
  • Eye for Detail
  • Work Well Under Pressure
  • Collaborative Skills
  • Organized & Quick Learner
  • Excellent Communication skills
  • Strong Work Ethic
  • Relationship Building Skills
  • Approachable & Adaptable
  • Ability to Quantify Risks
  • Ability to Choose Mitigation Strategy
  • Strategic Thinking Ability

Accomplishments

  • Head of Customer Outcomes
  • Title: Team Manager
  • Relationship: Manager/Leader
  • Relationship: Manager/Leader
  • Business/Company: NZFSG
  • Business/ Company: BNZ
  • PRIVATE
  • PRIVATE
  • PRIVATE

Timeline

Banking Advisor

Bank of New Zealand
06.2023 - Current

Audit & Assurance Associate

Strategi Compliance
09.2022 - 03.2023

Assurance Specialist

NZ Financial Services Group, Smales Farm
07.2021 - 09.2022

Certification in Business Studies - Finance

University of Massey

Post Graduation Diploma -

Cornell Institute of Business & Technology

Bachelor's of Commerce - Accounting And Finance

University of Mumbai

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ANISHA D'SOUZA