Bella Boyd
Summary
Accounting and Business graduate with a recent track record of success in assessing clients loan applications, business leadership and customer service Highly motivated and well-presented business professional with proven success in various tasks as a banking specialist, leading teams and in a wide range of customer facing roles Excellent communication and interpersonal skills and the ability to build positive relationships with others including colleagues, customers and others Strong organisational, planning and time management abilities, able to prioritise and manage multiple responsibilities and tasks, work under pressure and meet deadlines Experienced across a range of sectors with varied core business skills plus a strong understanding of underlying business and success drivers Expertise in managing accounting processes, procedures and in the use of technology to achieve business efficiencies Capable and proven in leading, managing and training individuals and teams Customer service focused with a strong attention to detail, solid expertise in accounting and also committed to continued professional development.
Overview
7
7
years of professional experience
Work History
Banking Specilaist
Westpac New Zealand
03.2021 - Current
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Educated customers on features and benefits of banking products and services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Evaluated client financial positions and identified most appropriate banking products.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Collaborated with Loan Officers to provide timely, accurate service for clients throughout entire mortgage process.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with strong sense of personal responsibility.
Accounts Administrator
The Cottage
01.2018 - 01.2022
- Manage wages, monthly invoice payments, account reconciliations, accounts payable and accounts receivable
- Use the Xero accounting system and Smart payroll
- Also contribute to inventory management, stock ordering and budgeting
- Prepare all accounts information and attend monthly meetings with the accountant
- Have quickly learned the monthly accounting cycle of a small business and have reliably, thoroughly and efficiently completed all accounting tasks on time and to the required standard
- Matched purchase orders with invoices and recorded necessary information.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Handled day-to-day accounting processes to drive financial accuracy.
- Generated invoices upon receipt of billing information and tracked collection progress.
Customer Service Representative
Event Cinemas
12.2016 - 01.2018
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Answered constant flow of customer calls with minimal wait times.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Maintained lobby, hallway, and auditorium cleanliness using various sanitation practices.
- Checked IDs for age-restricted shows in compliance with regulations.
- Worked with other staff members for smooth theater operations.
- Performed routine inspections of theater to identify safety hazards.
Education
Diploma - Accounting And Business Management
Toi Ohomai Institute of Technology
Tauranga12.2018
Diploma - Xero
Career Academy
Bay Of Plenty2017
High School Diploma -
Papamoa College
Tauranga, NZ12.2015
Skills
- Banking Ethics Knowledge
- Banking Financial Software
- Consumer Banking Specialist
- Strong Analytical and Problem-Solving Skills
- Written and Oral Communications
- Complaint Resolution
- Financial Calculation and Analysis
- Customer Service Standards
- Precision and Accuracy
Timeline
Banking Specilaist
Westpac New Zealand
03.2021 - Current
Accounts Administrator
The Cottage
01.2018 - 01.2022
Customer Service Representative
Event Cinemas
12.2016 - 01.2018
Diploma - Accounting And Business Management
Toi Ohomai Institute of Technology
Diploma - Xero
Career Academy
High School Diploma -
Papamoa College
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