Annabel McGuckin
Summary
Customer Specialist motivated to provide highest quality customer experience. Strong administrative and organizational skills. Dedicated to increasing customer satisfaction and retention through efficient and accurate problem resolution.
Overview
20
20
years of professional experience
Work History
Customer Specialist
ASB Bank
06.2022 - Current
- Directed customers to appropriate departments for additional support.
- Assessed and offered solutions to improve procedures and customer experiences.
- Handled customer inquiries and suggestions courteously and professionally.
- Processed customer service orders promptly to increase customer satisfaction.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Provided primary customer support to internal and external customers.
- Maintained up-to-date knowledge of product and service changes.
- Followed up with customers about resolved issues to maintain high standards of customer service.
Administration Officer
Waipara Springs Winery and Restaurant
02.2020 - 05.2022
- Vinsight (wine inventory software), Weekly/Monthly Reporting, Company compliance register, Maintaining company database, Processing domestic wine orders, Managing the Cellar Club memberships
11.2018 - 02.2020
- Maternity Leave/stay at home mother
Account Manager
ASB/Sovereign Home Loans
03.2018 - 11.2018
03.2017 - 03.2018
- Maternity leave/stay at home mother
Account Manager
ASB / Sovereign Home Loans
08.2015 - 03.2017
- Assess loan applications, Assist with construction loans by reviewing fixed price contracts and supporting documents, Manager broker relationships
Rural Banking Assistant
ASB
08.2009 - 01.2015
- Customer service, Meeting team sales targets, Account opening / closing, Loan processing using CRABBS, Loan documentation management, Progress payment requests, Report monitoring - e.g
- BIR / High Value Cheque / Expiring Loans, Field inbound calls - first point of contact for clients, Credit card processing, Term deposit management, Bank switching new clients, Interest only management, Covenant monitoring, Security alterations, Loading temporary limits, Training & guidance for new staff, Assist in organising client functions
CSO Armagh Street Branch (Senior CSO from 2007)
ASB
08.2007 - 01.2009
- Customer service, Meeting personal sales targets, Cash balancing, Covered Personal Banker Role during 2009 until commencing Rural
Junior Corporate Actions Clerk
NORTHERN TRUST
06.2006 - 07.2007
- Process all forms of corporate event entitlements, Reconcile record date stock positions, Cash and Stock reconciliations, exemptions are reviewed and cleared, Liaise externally with Fund Managers, Emailing Recs to query cash/stock enquiries, Filing, Close Files through Fund Master
CSO Christchurch Branches
ASB
01.2006 - 05.2006
- Customer service, Meeting personal sales targets, Cash balancing, Insurance Quotations, Opening overseas bank accounts, All foreign exchange transactions
Customer Service Specialist/Personal Banker
CBA
05.2005 - 12.2005
- Customer service, Pro-active in achievement of branch targets, Insurance referrals, Customer profiles, Personal Lending, General Insurance, Referrals to Wealth, Financial Planning, Risk Insurance and Commercial Business Specialists
CSO Armagh Street
ASB
11.2003 - 04.2005
- Customer service, Meeting personal sales targets, Cash balancing, Insurance Quotations, Opening overseas bank accounts, All foreign exchange transactions, Head Teller duties, Assessing Credit Card Applications, Business and Personal account opening
Skills
- Experienced in customer service and sales
- Operate within guidelines and processes
- Very customer focussed - providing a consistently high quality
- Have worked very closely with a wide range of professional clients
- Determined and decisive; uses initiative to develop effective solutions to problems
- Reliable and dependable - high personal standards and attention to detail
- Results driven, logical and methodical approach to achieving tasks
- Confident with computers - well versed with ASB in-house systems as well as Outlook, Excel and Word
- Extremely reliable and committed
- Relate very well to a wide range of people - easily build rapport with customers
- Driven to achieve goals and results
- Work very well independently and as part of a team
- Thoroughly enjoy a challenge
- Confident, outgoing and fun to work with
- Professional in presentation and attitude
- Not afraid to ask for advice when necessary
Telephone
(021) 838242
Education And Training
- 2001 New Zealand School of Travel and Tourism
- 1996 - 2000 Rangi Ruru Girls School (Sixth Form Certificate, School Certificate)
Hobbies and Interests
- Reading
- Movies
- Friends and family
- Travel
- Cooking
- Fitness
References
To be advised. Referee/s will be current from ASB
Timeline
Customer Specialist
ASB Bank
06.2022 - Current
Administration Officer
Waipara Springs Winery and Restaurant
02.2020 - 05.2022
11.2018 - 02.2020
Account Manager
ASB/Sovereign Home Loans
03.2018 - 11.2018
03.2017 - 03.2018
Account Manager
ASB / Sovereign Home Loans
08.2015 - 03.2017
Rural Banking Assistant
ASB
08.2009 - 01.2015
CSO Armagh Street Branch (Senior CSO from 2007)
ASB
08.2007 - 01.2009
Junior Corporate Actions Clerk
NORTHERN TRUST
06.2006 - 07.2007
CSO Christchurch Branches
ASB
01.2006 - 05.2006
Customer Service Specialist/Personal Banker
CBA
05.2005 - 12.2005
CSO Armagh Street
ASB
11.2003 - 04.2005
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