Grace Greensill
New Plymouth
Summary
I am looking to further my career in banking by stepping up to be a Rural banking role. I have been working in the banking industry for 4 and a half years in which time have moved from Customer Service Representative, to Personal Banking Advisor, to Lending Advisor. Through this, I have got my Level 5 Certificate in Financial Services focused on Residential Property Lending and enhanced my skills in customer relationships.
I am reliable, trustworthy and always hardworking. This has been engraved into me through growing up on a farm and being required to help out from a young age. I love to work as part of a team and have positive people around me but am also able to work independently.
I am able to provide confident face to face, written and over the phone communication with customers. I am a fast learner and through my banking career have learnt the importance of policy and regulations which must be followed.
Overview
8
8
years of professional experience
Work History
Lending Advisor
TSB
03.2023 - Current
- Maintain up-to-date knowledge of banking regulations and compliance standards.
- Managed risk by closely monitoring loan accounts and proactively identifying potential problems.
- Developed strong relationships with clients to gain referrals and repeat business, driving lending growth and profitability.
- Effectively managed time-sensitive tasks by prioritizing deadlines according to urgency while maintaining accuracy in documentation preparation.
- Retaining the banks residential lending clients
Personal Banking Advisor
TSB
04.2022 - 03.2023
- Assisted customers with investments, navigating the approval process and securing favourable terms for customers.
- Achieved sales targets by consistently meeting or exceeding assigned quotas for new accounts and referrals.
- Managed clients'' portfolios, ensuring a diverse mix of investments to optimize returns.
- Built strong relationships with clients, identifying their financial needs and offering tailored advice.
Customer Service Representative
TSB
03.2021 - 04.2022
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Learnt the fundamentals around banking and started to build customer relationships
- Abiding and understanding all of the policies, procedures and compliance regulations
Marketing Co-Ordinator
Kaitake Fresh Creamery
03.2020 - 01.2025
- Worked in the family business managing all Marketing aspects. Here I have been in charge of ensuring all of the marketing and customer co-ordination is taken care of.
- As part of the role worked on farm in production of the milk and had an understanding of the farming processes.
- Due to being a family business, I provide ongoing assistance which is always changing and evolving
International Travel Agent (Full-Time)
House of Travel
02.2019 - 08.2020
- Building relationships with clients
- Highlights: Rewarded 4 awards for Top 10 sales in New Zealand with South Pacific, Australia, North America and Europe
- Developed custom-tailored travel packages to meet the unique preferences of each client.
- Continuously monitored ongoing trips to proactively address potential complications before they became major issues.
Lawyer’s Assistant (Casual)
Hurley Law
12.2017 - 10.2020
- In between studying and full-time work, I acted as an assistant to a lawyer. Experience in dealing with court cases and clients. Processing paperwork and reading over cases was a large part of my role.
- Facilitated clear communication between attorneys and clients through prompt responses to phone calls and emails.
- Assisted attorneys in preparing for trials, contributing to successful case outcomes.
Education
Bachelor of Tourism Management - Minor in Marketing
Victoria University
Wellington, NZ11.2018
Level 5 Certificate in Financial Services - Residential Property Lending
Open Polytechnic
New Plymouth03-2023
Skills
- Customer relationship management
- Effective communication with clients
- Credit analysis
- Policy compliance monitoring
- Experience in agricultural operations
- Strong time management and organizational abilities
- Community engagement
- Residential loan servicing
- Financial advisory
- Residential lending retention
- Interest rate negotiation
Timeline
Lending Advisor
TSB
03.2023 - Current
Personal Banking Advisor
TSB
04.2022 - 03.2023
Customer Service Representative
TSB
03.2021 - 04.2022
Marketing Co-Ordinator
Kaitake Fresh Creamery
03.2020 - 01.2025
International Travel Agent (Full-Time)
House of Travel
02.2019 - 08.2020
Lawyer’s Assistant (Casual)
Hurley Law
12.2017 - 10.2020
Bachelor of Tourism Management - Minor in Marketing
Victoria University
Level 5 Certificate in Financial Services - Residential Property Lending
Open Polytechnic
Similar Profiles
Abby MullenAbby Mullen
Money confidence expert / Bank clerk at TSBMoney confidence expert / Bank clerk at TSB
Amelia Quentin-HicksAmelia Quentin-Hicks
Money Confidence Expert at TSBMoney Confidence Expert at TSB
Tayla CollinsTayla Collins
Customer Service Representative at TSBCustomer Service Representative at TSB
Abbey TarrAbbey Tarr
Early Childhood Educator at Evolve Education GroupEarly Childhood Educator at Evolve Education Group
Megan BjorkMegan Bjork
Sales and Customer Support at Teleperformance USASales and Customer Support at Teleperformance USA