Brooke Atkins
Nelson,Nelson
Summary
A highly-motivated banker with desire to take on new challenges and progress my banking career. A team player with a strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively under pressure and quickly mastering new skills.
Overview
5
5
years of professional experience
Work History
Banking Specialist
BNZ
Nelson
08.2023 - Current
- Analyse financial information and credit reports to determine risk profiles and creditworthiness of potential borrowers.
- Verify income sources listed on credit applications such as IRD statements, payslips, employment contracts, and bank statements.
- Process unsecured lending applications by verifying information, preparing documents, and ensuring that all requirements are met before closing the loan.
- Approve and decline loan applications and explain reasoning behind decisions.
- Prepare unsecured loan contracts, review documents for accuracy, and provide feedback to customers about the status of their loans.
- Advise customers on the various types of comprehensive banking solutions available that best meet their immediate and future needs.
- Ensure implementation and adherence to all applicable risk procedure, regulations, policy and procedures that govern lending and banking activities.
- Stay abreast of lending regulations, industry trends and market rates.
- Perform risk assessments on customers to ensure compliance with anti-money laundering regulations.
- Coordinate referrals to teams within BNZ e.g Private Bank, Small Business Hub and Home Loan Specialists.
Customer Service Banker
BNZ
Richmond, Tasman
07.2021 - 08.2023
- Maintained an accurate record of all customer interactions for future reference.
- Developed relationships with customers through regular follow-up calls or emails providing updates on their accounts.
- Opened, closed, and updated accounts for customers, including Kiwisaver, Individual, Joint, Minor and non-personal accounts.
- Provided advice and education on different BNZ products and financial options i.e term deposits, term pies, credit cards, and account types.
- Provided BNZ insurance quotes and insurance information.
- Managed over 40 calls per day on the BNZ Customer Connection Hub inbound queue.
- Managed over 40 secure messages per day on BNZ Digisales queue.
- Managed and escalated customer interactions by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services in a timely manner.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
- Trained new to bank staff on banking systems and processes.
Registered Social Worker
Nelson Women's and Children's Refuge
, Nelson
08.2019 - 08.2021
- Worked collaboratively with other professionals such as psychiatrists, psychologists, and nurses to coordinate care for clients.
- Developed individualized service plans with clients to address their identified goals.
- Attended team meetings and provided feedback on case updates and treatment recommendations.
- Coordinated referrals to outside agencies for additional services such as substance abuse programs or vocational training.
- Maintained thorough case history records and wrote detailed reports of client progress.
- Managed and lead social workers on the crisis phone line which involved using critical thinking to break down problems, evaluate solutions, prioritise tasks, and make decisions.
Education
Career Qualified in Banking
Banking Fundamentals
12-2022
Bachelor of Social Science - Social Work
Nelson Marlborough Institute of Technology
Nelson, NZ12-2019
Certificate in Social Science And Counselling
Nelson Marlborough Institute of Technology
12-2015
BCAP Levels 1-4
Banking Fundamentals
Skills
- Ability to work in time pressured situations and provide high quality, accurate work
- Ability to prioritise tasks and workload
- Great attention to detail
- Problem-Solving aptitude
- Fast learner
- Adaptable
- Thorough knowledge of Due Diligence and BNZ Policy
- Extremely driven to succeed and progress my career
- Honest and Dependable
- Ability to communicate with a diverse range of people
- Motivated to learn new skills
- Able to work autonomously
- Able to use BNZ systems confidentially and effectively
Affiliations
- Dancing for a Cause Trained Dancer Participant 2018, 2021 and 2023, and 2025 (Local show/fundraising event raising funds for the local Hospice. In 2023, $460,000 was raised)
- Co-author of research article 'Animal Assisted Intervention at the Nelson Ark: A Social Work Placement Reflection published in the Aotearoa New Zealand Association of Social Workers' Journal. 2020.
References
References available upon request.
Timeline
Banking Specialist
BNZ
08.2023 - Current
Customer Service Banker
BNZ
07.2021 - 08.2023
Registered Social Worker
Nelson Women's and Children's Refuge
08.2019 - 08.2021
Career Qualified in Banking
Banking Fundamentals
Bachelor of Social Science - Social Work
Nelson Marlborough Institute of Technology
Certificate in Social Science And Counselling
Nelson Marlborough Institute of Technology
BCAP Levels 1-4
Banking Fundamentals
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