Dedicated banking consultant with extensive experience in retail sales and customer service roles. Proven track record of delivering exceptional customer experiences and ensuring compliance with regulatory requirements. Committed to contributing to Rothbury's mission of providing quality advice and service to clients.
Overview
6
6
years of professional experience
Work History
Banking Consultant
SBS Bank
Frankton, Queenstown
12.2022 - 02.2024
Provided personalized financial advice and assistance to clients, facilitating account openings and guiding customers on banking products and services.
Conducted lending activities, assisting clients with loan applications and presenting lending options tailored to their needs.
Ensured compliance with regulatory requirements and bank policies, contributing to a culture of integrity and professionalism.
Actively engaged in bank programs to enhance customer engagement and satisfaction, driving advocacy and loyalty.
Achieved or exceeded personal sales goals on consistent basis.
Built positive and productive customer connections to drive consistent sales.
Retail Sales Assistant
Resene Colorshop
Queenstown
05.2021 - 11.2022
Delivered exceptional customer service, addressing inquiries and providing product recommendations to enhance customer experience.
Maintained store organization and cleanliness, stocked products, and prepared attractive displays.
Handled cash transactions, applied discounts, and ensured accurate pricing and invoicing.
Stayed informed about current promotions and product offerings to provide relevant information to customers.
Maintained store organization and cleanliness, ensuring a welcoming and attractive environment for customers.
Utilized POS software for accurate transaction processing and inventory management, supporting efficient store operations.
Retail Assistant
Mitre 10 Mega
Queenstown
08.2020 - 04.2021
Delivered friendly service and knowledgeable assistance to promote customer loyalty and consistent sales.
Collaborated with team members to maintain store organization and replenish stock as needed.
Maintained knowledge of store products and promotions to enhance customer experience.
Organized store merchandise displays and assisted customers with product selection.
Managed customer inquiries and provided support both in-person and via telephone, fostering positive customer relationships.
Customer Service Consultant
Bank of New Zealand (BNZ)
Queenstown, Queenstown
02.2018 - 03.2019
Resolved customer problems and complaints with knowledgeable and friendly service.
Maintained knowledge of banking products and services, promoting customer satisfaction and loyalty.
Communicated effectively with customers about account changes and new banking products.
Developed relationships with customers to ensure repeat business opportunities.
Assisted customers in navigating website for online orders or account management needs.
Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
Education
Certificate V: Financial Services - Finance
Open Polytechnic
Queenstown, NZ
12-2023
Certificate III: Business Administration - Business Administration
Austral College
Gladstone Queensland
09-2019
Skills
Exceptional customer focus and engagement
Strong communication and interpersonal skills
Sound understanding of compliance and regulatory requirements
Proficient in financial analysis and risk assessment
Strong attention to detail and multitasking abilities
Goal-driven with a growth mindset
Ability to work effectively in independent and team environments
Hobbies and Interests
Exercising
Photography
Socialising
Music
Timeline
Banking Consultant
SBS Bank
12.2022 - 02.2024
Retail Sales Assistant
Resene Colorshop
05.2021 - 11.2022
Retail Assistant
Mitre 10 Mega
08.2020 - 04.2021
Customer Service Consultant
Bank of New Zealand (BNZ)
02.2018 - 03.2019
Certificate V: Financial Services - Finance
Open Polytechnic
Certificate III: Business Administration - Business Administration
Austral College
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