Overview
Work History
Education
Skills
PERSONAL INFORMATION:
Timeline
Generic
Emma Roberts

Emma Roberts

Wanaka

Overview

15
15
years of professional experience

Work History

Mobile Mortgage Manager

Westpac Bank
09.2013 - 08.2022
  • Continuously grew customer base through strategic relationship management.
  • Supported clients in navigating diverse aspects of home buying, from initial purchase to investment and refinancing.
  • Recognized as one of three Construction Lending Specialists in the South Island for Westpac.
  • Acquired extensive experience in complex lending across various entities.
  • Enhanced lending pipeline through effective internal and external networking.
  • Collaborated with business partners to provide guidance on complex lending transactions.
  • Established rapport and trust with clients, facilitating seamless referrals for comprehensive protection discussions.
  • Received commendation from Westpac CEO for exceptional customer service.
  • Achieved significant accomplishments in role.
  • Frequently praised for delivering outstanding results.
  • Achieved top 5 position out of 77 Mobile Mortgage Managers in New Zealand based on results and quality assurance.
  • Consistently met KPIs by ensuring quality conversations and effective pipeline conversion from preapproval to drawdown.

Assistant Bank Manager

Westpac Bank
04.2012 - 09.2013
  • Shared accountability for performance outcomes of Dunedin North and Gardens branches.
  • Managed staff performance, coaching, and development.
  • Implemented strategic marketing initiatives for branch.
  • Supported branch manager in expanding business opportunities.
  • Oversaw compliance and legislative requirements management.
  • Monitored and improved customer service processes through regular reviews.
  • Participated in banking and networking functions to foster professional relationships.

Customer Banking Consultant

Westpac Bank
02.2010 - 04.2012
  • Provided comprehensive services tailored to client needs, encompassing investment banking, lending, accounts, Kiwisaver, insurances, and credit cards.
  • Consistently explored innovative strategies to drive business growth for branch and self.
  • Achieved over 200% of sales targets, earning nationwide recognition from management.
  • Shared sales strategies to help colleagues achieve success.

Sales Coordinator

Plumbing World
02.2008 - 02.2010
  • Built and maintained strong relationships with branch staff, customers, and shareholders.
  • Consistently identified and leveraged promotional opportunities to boost sales.
  • Followed up on outstanding credits and debtors.
  • Earned 'Rookie of the Year' nomination from Otago Area Manager in first year at Plumbing World.

Education

NZ Certificate In Financial Services L5 - Life, Disability And Health Insurance

Open Polytechnic of New Zealand
Online

Residential Sales Certificate - Real Estate (NZQA)

NZ Certificate In Financial Services L5 - Residential Property Lending (V2)

Open Polytechnic of New Zealand
Online

Skills

  • Sales and Account Management Skills
  • Excellent communication skills, able to put views across confidently and assist better relationships
  • Excellent oral and written communication skills
  • Ability to build solid relationships and to gain confidence from people
  • Outstanding record of success in sales, the development of business marketing plans and the management of customer relationships to promote and grow business
  • Results orientated individual, constantly striving to exceed above and beyond expectations
  • I’m confident, informative and an effective communicator with the ability to relate effectively to people at all levels
  • Decisive, with a strong sense of accountability, analysing solutions, identifying key issues and making well-reasoned decisions

PERSONAL INFORMATION:

  • NAME: Emma Rose Roberts
  • ADDRESS: 53 Mount Nicholas Avenue, Wanaka
  • TELEPHONE: 027 656 4986
  • EMAIL: emma.roberts1982@outlook.co.nz

Timeline

Mobile Mortgage Manager

Westpac Bank
09.2013 - 08.2022

Assistant Bank Manager

Westpac Bank
04.2012 - 09.2013

Customer Banking Consultant

Westpac Bank
02.2010 - 04.2012

Sales Coordinator

Plumbing World
02.2008 - 02.2010

Residential Sales Certificate - Real Estate (NZQA)

NZ Certificate In Financial Services L5 - Life, Disability And Health Insurance

Open Polytechnic of New Zealand

NZ Certificate In Financial Services L5 - Residential Property Lending (V2)

Open Polytechnic of New Zealand
Emma Roberts