Emma Wong
Auckland,AUK
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Attentive and goal-focused brings successful approach to cultivating complex best practices to meet organizational and regulatory expectations. Detail-oriented focus on achieving expected outcomes.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Personal Banking Consultant
ASB Bank Limited
Broadway
02.2024 - Current
- Assisted customers in meeting their financial goals by offering comprehensive support in personal banking matters such as lending, insurance, and investments.
- Delivered value-added recommendations to enhance customers' banking experience based on findings from needs analysis.
- Cultivated strong relationships by extending assistance to customers’ families and friends.
- Sustained existing business and identified fresh growth opportunities through fostering connections and building relationships.
- Provided training to enhance banking knowledge and skills, enabling staff to conduct quality conversations to customers for an enhanced customer experience, and refer to appropriate team partner.
- Assisted Broker Hub in processing a wide range of lending applications, from simple first home loans to complex refinancing, rental properties, title changes, and construction lending.
- Achieved compliance with up-to-date lending qualifications in all areas: Consumer, Housing, and Expert.
Home Ownership Manager
ASB Bank Limited
WestCity, Henderson
09.2023 - 02.2024
- Provided comprehensive support to customers throughout their home ownership journeys, spanning from initial purchase to mortgage refinancing and construction financing.
- Maintained and developed relationships with key stakeholders to ensure ongoing business growth in a dynamic market.
- Expanded client portfolio and cultivated new business opportunities through engagement with diverse stakeholders internally and externally.
- Assisting home lending customers with their overall banking needs (Lending, Insurances, Investments), and also offering to assist their family/friends/co-workers with their banking needs.
- Enhanced expertise in lending needs for diverse customer groups by attaining certifications including CAA 1, CAA2, and CAA3 in Consumer Lending, Housing Lending, and Expert Lending.
Personal Banker
ASB Bank Limited
Broadway
08.2021 - 08.2023
- Performed in-depth evaluations utilizing the Financial Wellbeing Tool to identify clients' banking preferences and suggested enhancements to improve their overall banking experience. Additionally, extended assistance to their social circle fostering strong connections.
- Helped personal lending clients navigate financial challenges and identify potential savings opportunities.
- Provided support for customers throughout their home ownership journey by ensuring the completion of all milestones through preparation, processing, and follow-up.
- Provided assistance to customers in making investment decisions.
- Assisted customers in making informed decisions regarding risk management and plan B coverage.
- Drove growth by identifying and pursuing new business opportunities in areas such as home loans, personal lending, investments, and insurances.
Customer Service Officer
ASB Bank Limited
Botany Junction, Sylvia Park
02.2020 - 08.2021
- Accurately processed routine transactions, including cash deposits/withdrawals and loan payments while detecting and reporting any fraudulent activities to facilitate investigation.
- Correctly going through procedures for new account openings.
- Communicated bank product information and provided exceptional service to customers.
- Identified customer demand for specific financial needs and provided referrals to appropriate specialists for further assistance.
Finance Internship
Optivest Business Consultant Limited
07.2017 - 03.2018
- Expanded expertise as a trainee trader by implementing research and analysis methods to gain insights into various financial instruments, with a primary emphasis on exchange rates.
- Provided manager with requested complex analyses in a timely fashion.
- Researched and summarized current events for finance manager and team of 5-8 traders.
- Evaluated market trends to determine the economic and financial influences on related securities.
- Combined up-to-date news and statistical analysis techniques to gain insight into exchange rate trends.
Education
Master of Commerce - Economics
University of Auckland
Auckland02-2020
Bachelor of Commerce - Finance & Economics
University of Auckland
Auckland07.2017
Skills
- Microsoft Products
- Relationship Building
- Banking Policies and Procedures
- ONYX, Teller, Mahi Tahi, AML, Financial Wellbeing Tools
- CAA1 - Consumer Lending Accreditation
- CAA 2 - Housing Lending Accreditation
- CAA 3 - Expert Lending Accreditation
- Business Lending
- KiwiSaver Explorer
- General Insurance
- STATA, Rstudio, MATLAB
- English, Mandarin, Cantonese
Accomplishments
- ASB Auckland City & East Region Monthly Excellence Award Individual Winner, April 2024
- ASB Unleashing Our Personal Best - PB Living the Values, Q2 Nominees 2024
- ASB Excellence Awards Individual Brilliance Nominee Year 2023
- ASB Auckland City & East Region Monthly Excellence Award Individual Nominee October 2022, September 2022, March 2023, April 2023, May 2023
- Leadership & Service Award (Bronze), University of Auckland, February 2019
Certification
- Achieved CAA3 Expert Lending Accreditation
References
- Grace Wong, ASB Bank, 027 312 3375
- Victor Pringle, ASB Bank, 021 247 1508
Timeline
Senior Personal Banking Consultant
ASB Bank Limited
02.2024 - Current
Home Ownership Manager
ASB Bank Limited
09.2023 - 02.2024
Personal Banker
ASB Bank Limited
08.2021 - 08.2023
Customer Service Officer
ASB Bank Limited
02.2020 - 08.2021
Finance Internship
Optivest Business Consultant Limited
07.2017 - 03.2018
Master of Commerce - Economics
University of Auckland
Bachelor of Commerce - Finance & Economics
University of Auckland
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