Claudia Jones
Fordell,Wanganui
Summary
Hello, my name is Claudia Jones. I am a Professional Customer Banking Specialist with experience serving bank customers through various offerings. Helpful when processing transactions, opening accounts and cross-selling bank services. I am a Team player quick to assist tellers, managers and other staff with various needs to deliver outstanding service.
I am looking to advance my banking skills in a way that supports others and have flexibility to support myself and family.
Outside of work I am Treasurer for Fordell Preschool Committee and currently sit on the Board of Trustees For Fordell School. I also coach my daughters T-Ball team the last since 2022.
Overview
20
20
years of professional experience
Work History
Customer Banking Specialist
BNZ Whanganui
05.2019 - Current
- Successfully resolved complex customer complaints, demonstrating empathy and professionalism throughout the process.
- Increased customer satisfaction by providing personalized banking solutions and exceptional service.
- This includes a wide variety of Account opening and maintenance, Unsecured lending such as CreditCards, Personal Loans and Overdrafts, Kiwisaver opening and maintaining, General Insurance
- Certificate Qualified in Banking 2023, Nominated Representative for Financial Advice covering FSLAA and CCCFA.
Customer Service Representative
NZAA Wanganui
06.2007 - 03.2018
- Handled customer inquiries and suggestions courteously and professionally.
- Including Driver licence and Motor Vehicle licensing, Insurance consultant, cash handling, Administration duties.
Kitchen Hand
Ryman Jane Winston Retirement Village
01.2007 - 06.2007
- Dishes, food prep, room cleaning and laundry.
Customer Service Representative
Farmers Family Store Wanganui
06.2004 - 12.2005
- Customer Service, stock transfers, phone orders, Administration and cash handling.
Education
Certificate qualified in Banking -
BNZ Whanganui
Bachelor of Applied Science -
UCOL, Palmerston North
Accounting
The Careerer Acadamy
12.2023
Certificate in Small Business studies -
Te Wananga O Aotearoa
01.2013
NCEA Level 2 -
Wanganui Girls College
01.2005
Skills
- Cash handling and management
- Branch operations
- Financial Reporting
- Anti-Money Laundering
- Loan Processing
- Attention to Detail
- Team Cooperation
- Exceptional customer service
- Compliance, banking laws, and regulations
- New Account Setup
- Reliable and Responsible
- Regulatory Compliance
References
References are available upon request.
Timeline
Customer Banking Specialist
BNZ Whanganui
05.2019 - Current
Customer Service Representative
NZAA Wanganui
06.2007 - 03.2018
Kitchen Hand
Ryman Jane Winston Retirement Village
01.2007 - 06.2007
Customer Service Representative
Farmers Family Store Wanganui
06.2004 - 12.2005
Certificate qualified in Banking -
BNZ Whanganui
Bachelor of Applied Science -
UCOL, Palmerston North
Accounting
The Careerer Acadamy
Certificate in Small Business studies -
Te Wananga O Aotearoa
NCEA Level 2 -
Wanganui Girls College
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