HANA SISAY
Rotorua,BOP
Summary
I am currently a Business Consultant for Westpac, New Zealand with 5 years of banking and customer service experience. I attended Victoria University of Wellington for a year and was offered the opportunity to work in the Banking and Finance industry before I completed my degree. I am extremely enthusiastic about supporting customers effectively with attention to detail and a hardworking approach and consistently seek out opportunities to improve processes and increase customer satisfaction.
Overview
6
6
years of professional experience
Work History
Business Banking Consultant
Westpac New Zealand
07.2023 - Current
- Educate customers on features and benefits of Westpac's business banking products and services.
- Analyze and investigate clients to conduct detailed customer due diligence
- Track and process customer account requests and applications.
- Develop and maintain strong customer relationships, providing exceptional service and advice.
Investor Relations Officer
Westpac New Zealand
11.2020 - 07.2023
- Processed Investment Fund and all variations of KiwiSaver withdrawals
- Ensured compliance requirements such as AML/CFT were met as well as changes to regulation
- Provided financial solutions and recommendations with empathy and positive feedback
- Took an active role in contributing to the wider inbound team - including process efficiencies.
Insurance and Investment Officer
Westpac New Zealand
04.2019 - 11.2020
- First Point of contact for Westpac customers and employees in relation to KiwiSaver and Life Insurance services, processes and products
- Provided customers with information and class advice to assist them in choosing the right investment strategy for their circumstances
- Maintained sound knowledge in a rapidly changing environment
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Banking Consultant
The Co-Operative Bank
11.2018 - 04.2019
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Provided advice on loans, investments and other bank products.
Business Services Officer
NZCU Central
07.2017 - 11.2018
- Provided lending solutions for personal and business requirements
- Stayed on top of changes in credit regulations to offer each client accurate and current advice, helping to obtain the best possible resources
- Maintained client relationships with regular visitations
- Attended networking events to establish mutually beneficial relationships with other like-minded business people/potential clients.
Education
NCEA Level 1, 2 and 3 -
Bethlehem College
Skills
- Customer Service
- Financial regulatory compliance
- Loan administration
- Problem resolution
- Member account management
References
Rob Lemon
Client Services Manager - Westpac
robert.lemon@westpac.co.nz
+64 21 323 808
Darrin Walsh
Client Services Manager - Westpac
darrin.walsh@westpac.co.nz
+61 21 457 5727
Timeline
Business Banking Consultant
Westpac New Zealand
07.2023 - Current
Investor Relations Officer
Westpac New Zealand
11.2020 - 07.2023
Insurance and Investment Officer
Westpac New Zealand
04.2019 - 11.2020
Banking Consultant
The Co-Operative Bank
11.2018 - 04.2019
Business Services Officer
NZCU Central
07.2017 - 11.2018
NCEA Level 1, 2 and 3 -
Bethlehem College
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