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
OnlineResidential Sales Certificate - Real Estate (NZQA)
NZ Certificate In Financial Services L5 - Residential Property Lending (V2)
Open Polytechnic of New Zealand
OnlineSkills
- 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
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