Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Geeta Dayal

Manukau,AUK

Summary

Dynamic professional with extensive experience at Westpac, excelling in customer service and relationship building. Proven ability to enhance client experiences through effective communication and attention to detail. Skilled in cash handling and IT literacy, consistently delivering results in high-pressure environments while training and leading teams to success.

Overview

2026
2026
years of professional experience

Work History

Admin Clerk & Relief Teacher

Bambinos Early Childhood Centre
- Current
  • Enter daily attendance data into info-care.
  • Help centre manager compile monthly newsletter.
  • Take enquiries through the centre for new enrolment.
  • Prepare banking and visit bank for cash deposit.
  • Prepare excel and word documents required by classroom.
  • Prepare rosters in absence of centre manager.
  • Help day to day running of the class.
  • Maintaining ratio within classroom.

Risk & Compliance Officer

AA Money
04.2023 - 08.2023
  • Conduct compliance checks on disbursements.
  • Perform quality assurance for all loan drawdown and lending requirements.
  • Preparing monthly report for management.
  • Checking AML & onboarding documents for new customer.
  • Fixed Term Contract Work

Personal Manager

Westpac - Manurewa
01.2020 - 04.2021
  • Secondment Role

Customer Banking Consultant

Westpac – Auckland Airport
01.2015 - 01.2019

Senior Personal Banker

ANZ (Several Branches)
01.2009 - 01.2013
  • Responsibilities
  • Mortgage and personal lending.
  • Provide excellent customer service to meet customer expectations.
  • Basic analysis of financial information (e.g balance sheet, ratios, statement of position) Role model the banks values with each other and customers.
  • Take responsibility to ‘know your customer’ from a risk perspective.
  • Strong sales ability as ability to cross sell.
  • Always provide effective communication at all times.
  • Good problem-solving ability.
  • Good Teamwork – train existing consultant or assist them with home loan deals. Able to work under pressure and time frames.
  • High performance ethic and attention to detail
  • Working knowledge of Bank procedures and systems/ software.
  • In-depth knowledge of personal banking products (including consumer lending and insurance knowledge)
  • Awareness of other relevant banking products and services.
  • Computer literate.
  • School banking co-ordinator for Baverstock Primary school – Auckland. Network with other banking units.

Teller & Personal Banker

National Bank
01.2006 - 01.2008

Personal Manager

Westpac St Lukes
11.2021
  • Managed relationship portfolio customers by assisting them with day to day banking needs and lending requirements. (Home & Personal Lending)
  • Building customer relationship by providing best customer advise and solutions to new and existing customers resulting in improved experiences.
  • Listen and advise sound advice to the customers to ensure the products are suitable to help them reach their financial aspirations.
  • Contribute to the success of the business and the customers through solution focused interactions.
  • Relief branch manager’s duties upon their absence or while on leave

Customer Banking Consultant

Westpac - St Lukes
01.2014

Education

Diploma - Business Studies

Fiji Institute of Technology
01.1995

Skills

  • Customer service and relationship building
  • Communication skills
  • Cash handling accuracy
  • Interpersonal skills
  • IT literacy and software adaptability
  • Attention to detail
  • Time and task management
  • Leadership and training

References

  • Romita, Narayan, Credit Manager, 0272100210, Westpac Bank
  • Dilip, Ragavan, Assistant Manager, 0211344424, Westpac

Timeline

Risk & Compliance Officer

AA Money
04.2023 - 08.2023

Personal Manager

Westpac St Lukes
11.2021

Personal Manager

Westpac - Manurewa
01.2020 - 04.2021

Customer Banking Consultant

Westpac – Auckland Airport
01.2015 - 01.2019

Customer Banking Consultant

Westpac - St Lukes
01.2014

Senior Personal Banker

ANZ (Several Branches)
01.2009 - 01.2013

Teller & Personal Banker

National Bank
01.2006 - 01.2008

Admin Clerk & Relief Teacher

Bambinos Early Childhood Centre
- Current

Diploma - Business Studies

Fiji Institute of Technology
Geeta Dayal