Eduardo Macko Dee
Auckland
Overview
4
4
years of professional experience
Work History
Home Ownership Consultant
ASB Bank Ltd
02.2022 - Current
- Developed and maintained strong relationships with ASB staff to increase referral opportunities and expand business networks.
- Process approximately 3-4 loan applications a day and monitored progress from start to finish.
- Achieved high levels of customer retention by delivering exceptional service throughout the entire loan process.
- Provide Kiwisaver advice to client's to ensure that they are set up and tracking well towards their first home or retirement goals.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Improved client satisfaction by providing personalized home loan consultations and tailored financial solutions.
- Supported special projects related to lending initiatives, contributing valuable insights based on operational expertise.
Personal Banker
ASB Bank
03.2021 - 03.2022
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Helped clients through their home ownership journey.
- Provide Kiwisaver advice to client's to ensure that they are set up and tracking well towards their first home or retirement goals.
- Provide guidance and advice to clients on ASB's products and services, and when appropriate, refer specialised customer needs to the applicable channel.
- Managed multiple loan applications simultaneously while maintaining high levels of organization and attention to detail.
- Analyzed applicants' financial situation, and other factors to determine qualification status accurately based on lending requirements.
Customer Service Officer
ASB Bank
02.2020 - 03.2021
- Enhanced customer satisfaction by efficiently addressing and resolving their inquiries and concerns.
- Provide an unbeatable customer experience by delivering high quality service to create positive first impression.
- Undertake value add conversations that are relevant to client needs
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Maintained a high level of product knowledge to effectively assist customers with accurate information and recommendations.
- Managed account opening procedures for new customers, maintaining strict compliance with regulatory requirements.
- Supported branch management by completing routine administrative tasks and reporting on key performance indicators.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
Education
Certificate in Financial Services (Level 5) - Financial Services (Investment)
Open Polytechnic
Auckland, NZ05.2024
Bachelor of Commerce - Accounting And Information Systems
The University of Auckland
Auckland, NZ01.2020
Skills
- Problem-Solving
- Attention to Detail
- Client Relationships
- Customer Service
- Banking
- Home Lending
- Consumer Lending
- Kiwisaver
- Real estate knowledge
- Verbal and written communication
Accomplishments
- Collaborated with project managers in ASB in the development of a new lending application software by being part of the pilot. - NextLend (2024).
- Collaborated with project managers in testing new communication software in ASB direct channels by being part of the pilot. - Genesys Cloud (2023)
- ASB Rising Star Finalist for Direct Channels (2023)
- ASB Direct Channels Team of the year (2022)
- ASB Retail Excellence Awards Finalist (2021)
- ASB Lending Credit Approval Authority (2021)
- ASB Retail Team of the year (2020)
- Kiwisaver Accreditation (2020)
- Certified Junior Business Analyst from IIBA (2018)
- ARIS Certificate from Software AG University Relations (2018)
Timeline
Home Ownership Consultant
ASB Bank Ltd
02.2022 - Current
Personal Banker
ASB Bank
03.2021 - 03.2022
Customer Service Officer
ASB Bank
02.2020 - 03.2021
Certificate in Financial Services (Level 5) - Financial Services (Investment)
Open Polytechnic
Bachelor of Commerce - Accounting And Information Systems
The University of Auckland
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