FERN TUITEMWONG
Auckland CBD,Auckland
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. Thorough and detail-oriented Personal Banker brings proven expertise in evaluating packages with balanced approach encompassing both risk mitigation and profit goals. Excels at marketing products and developing referral networks to sustain customer base. Specialises in personal, business and home lending products. Ability to structure credit proposals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Team Leader - Customer Service Verification
ASB BANK
12.2024 - Current
- Participated in periodic review of existing policies and procedures to ensure compliance with regulatory requirements.
- Assisted in developing new strategies for mitigating money laundering risks associated with customer accounts.
- Participated in regular meetings with senior leadership to provide updates on team progress.
- Coordinated team activities and delegated tasks to ensure efficient completion of projects.
- Set specific goals for projects to measure progress and evaluate end results.
- Collaborated with other departments to ensure alignment of goals across teams.
- Reviewed completed work to verify consistency, quality, and conformance.
- Maintained positive working relationship with fellow staff and management.
Assistant Branch Manager
ASB Bank
12.2022 - 11.2024
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Increased employee performance and job satisfaction to strengthen retention and engagement.
- Established team priorities, maintained schedules and monitored performance.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Maintained a positive relationship with customers by responding promptly to inquiries or complaints.
- Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.
- Checked loan applications and credit proposals for new lenders
Personal Banking Consultant
ASB Bank
05.2022 - 12.2022
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Met with customers to analyse financial needs and maximise sales opportunities.
- Processed loan applications according to established guidelines.
- Reviewed loan applications and prepared credit proposals for senior management approval.
- Ability to interpret financial statements and provide a risk assessment for the Bank.
- Strong Accounting or Financial Analysis skills.
- Ability to structure credit proposals.
Customer Specialist
ASB bank
03.2021 - 05.2022
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy
- Explained bank services, financial products and applicable fees to customers
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs
- Met or exceeded sales goals by promoting bank products and services in customer interactions
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations
- Maintained confidentiality of bank records and client information.
Education
Bachelor of Commerce - Accounting & Finance
University of Auckland
Auckland, AUK11.2019
High School -
Mount Albert Grammar School
Auckland, AUK12.2016
Skills
- Loan Application Assessment
- Experience with data visualisation tools like Tableau
- Proficient in Microsoft Office Software
- Proficient in Thai and English languages
- Knowledge of statistical analysis techniques and tools such as Excel
- Credit analysis
- Analytical and Critical Thinking
Certification
- CAA1 - Personal Consumer Lending
- CAA2 - Home Lending
Affiliations
- Pilates
- Boxing
- Golfing
- Cooking
- Travel
References
References available upon request.
Timeline
Team Leader - Customer Service Verification
ASB BANK
12.2024 - Current
Assistant Branch Manager
ASB Bank
12.2022 - 11.2024
Personal Banking Consultant
ASB Bank
05.2022 - 12.2022
Customer Specialist
ASB bank
03.2021 - 05.2022
Bachelor of Commerce - Accounting & Finance
University of Auckland
High School -
Mount Albert Grammar School
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