Gemma Trigg
Wellington
Summary
Driven by a commitment to enhance financial wellbeing for all New Zealanders, I leveraged time management and exceptional customer service skills at ASB Bank, enhancing customer satisfaction and fostering strong relationships. I implemented solutions that significantly benefited clients'. My expertise in these areas I have a proven track record of delivering results through planning and prioritization.
Overview
3
3
years of professional experience
Work History
Personal Banking Consultant
ASB Bank
04.2023 - Current
- Identified areas of improvement for clients'' operations, implementing personalized solutions to help customers reach their goals.
- Developed and maintained strong client relationships, ensuring high levels of satisfaction and repeat business.
- Analyzed financial data to identify cost-saving opportunities, advising clients on budget optimization strategies.
- I currently hold CAA1 for Consumer Lending and currently working towards CAA2 Home Lending certification.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Responded to customer requests for products, services, and company information.
- Maintained detailed records of customer interactions and transactions, ensuring accurate documentation and follow-up.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services.
- Answered phone and email inquiries on banking products.
- Cultivated strong relationships with regular customers, personalizing their banking experience.
- Established strong referral networks with internal partners such as Insurance Managers, Private Banking, and Wealth Management teams to identify potential new clients.
- Assisted clients in understanding complex banking terms, enabling informed decisions about their financial future.
- Educated customers on using digital banking services for self-service convenience.
- Supported a high-performance lending by managing multiple tasks simultaneously, maintaining organization and focus under pressure.
- Maintained up-to-date knowledge of lending regulations, ensuring compliance throughout the loan process.
- Evaluated customer credit data to determine level of risk involved in money lending.
Customer Service Officer
ASB Bank
02.2021 - 04.2023
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Maintained a high level of product knowledge to effectively assist customers with accurate information and recommendations.
- Demonstrated adaptability in handling diverse clientele, effectively addressing their unique needs and expectations.
- Assisted in training new hires, sharing best practices for delivering outstanding customer experiences consistently.
- Delivered prompt service to prioritize customer needs.
- Maintained up-to-date knowledge of product and service changes.
Education
Pukekohe High School
Pukekohe, NZ11.2018
Skills
- Work Planning and Prioritization
- Problem-Solving
- Excellent Customer Service Skills
- Organized
- CAA1 Consumer Lending Accredited
- Integrity and Honesty
Additional Information
Contact Details:
- Hayden Rix - Branch Manager for Lambton Quay : 021 770 811
- Lilly Costello - Customer Service / Lending Manager for Lambton Quay : 027 200 4005
Timeline
Personal Banking Consultant
ASB Bank
04.2023 - Current
Customer Service Officer
ASB Bank
02.2021 - 04.2023
Pukekohe High School
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