Eden Speers
Napier ,Hawkes Bay
Summary
I'm hardworking, social and determined. I am excited and passionate about delivering unparalleled customer care and helping clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.
Overview
5
5
years of professional experience
Work History
Personal Banker
TSB Bank
2021.05 - Current
- Providing unparalleled customer care and satisfaction by providing personalized banking solutions and exceptional service.
- Onboarding new to bank customers, holding appointments to uncover financial needs.
- Handling new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues, inquiries and maintenance.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
Banking Assistant
Kiwibank
2019.05 - 2021.04
- Enhanced customer satisfaction by providing efficient and accurate banking services.
- Streamlined account opening processes for faster service, resulting in increased new accounts.
- Assisted clients with credit card and personal loan applications, successfully securing funding for their needs.
- Supporting branch home lenders with new to bank customers, preparing documentation and completing follow up calls.
Education
NZ Certificate in Financial Services (Level 5)
Open Polytechnic
03.2023
Skills
- Regulatory Compliance
- Interpersonal Skills
- Efficient time management
- Banking Policies and Procedures
Timeline
Personal Banker
TSB Bank
2021.05 - Current
Banking Assistant
Kiwibank
2019.05 - 2021.04
NZ Certificate in Financial Services (Level 5)
Open Polytechnic
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