Heather Shanks
Albany,Auckland
Summary
Results-oriented sales professional with a proven track record of generating revenue and fostering strong client relationships. Skilled at identifying customer needs and delivering effective solutions that drive business growth. Reliable team player, focused on collaboration and adaptability to ensure alignment with dynamic business goals. Possesses excellent communication and strategic planning skills.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Sales Consultant
The Co-operative Bank
05.2024 - Current
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Provided sales and customer service assistance to walk-in traffic
- Followed up with existing customers to provide additional support and address concerns.
- Contributed to a positive work environment by supporting fellow Sales Consultants in achieving their individual goals and targets.
Claims Consultant (property)
Suncorp New Zealand
01.2023 - 05.2024
- Identifying and developing connections of vulnerable customers to assist them effectively
- Completion of training modules to better assist our customers
- Continuously updated personal knowledge of industry trends and developments, ensuring the provision of accurate and relevant advice to clients.
- Managed large caseloads effectively, prioritizing tasks to ensure prompt attention to urgent matters.
- Resolved complex claims, utilizing expert knowledge of policy coverage and industry regulations.
- Negotiated favourable settlements for clients, maintaining a high success rate in claim resolutions.
- Collaborated with legal teams to defend against fraudulent claims, protecting company assets.
Banking Assistant
Kiwibank Limited
02.2020 - 02.2023
- Assisting with Online Relationship Management queries
- Managed customer service inquiries and pinpointed and implemented proper path to resolution.
- Managed high-volume transactions accurately, ensuring minimal discrepancies in daily reconciliations.
- Assisted customers with various online banking inquiries ensuring seamless user experience.
- Supported branch operations by maintaining compliance with internal policies and regulatory requirements.
- Provided exceptional customer service, contributing to a positive reputation for the bank.
- Identified opportunities for cross-selling financial products, increasing overall revenue for the bank.
Wine Ambassador
Villa Maria Estate
09.2018 - 02.2020
- Visiting of my allocated supermarkets merchandising of Wines which have won awards in store
- Ensuring the shelves within my territory and stocked and have enough stock for current promotions
- Completion of Wine Tasting in my allocated supermarkets and liquor outlets
- Promotion of the brands and assisting of customers both internal and external
- Building of displays at my supermarkets
- Continuously updated wine knowledge by attending industry events, seminars and tastings, ensuring relevancy and accurate information when assisting customers.
- Enhanced customer satisfaction by providing personalized wine recommendations and pairings.
- Maintained a clean and inviting tasting environment, contributing to an exceptional guest experience.
Customer Service/ Retention Specialist
Brand Developers LTD
03.2014 - 09.2018
- Increased customer account renewals through proactive account management and personalized offers.
- Worked closely with sales teams to identify upselling opportunities that aligned with individual customer needs.
- Managed high call volumes while maintaining a professional demeanour and effectively solving problems.
- Boosted company reputation by consistently delivering exceptional customer service experiences.
- Enhanced customer retention by addressing concerns and resolving issues in a timely manner.
- Utilized CRM systems efficiently for accurate record-keeping of client interactions, ensuring seamless follow-ups as needed.
Education
Skills – New Zealand Certificate - Financial Services Level 5 (Banking)
Skills
01.2022
Tafe College - Real Estate Agents Course
Tafe College
01.2004
National Certificate - Business
AUT
01.1996
Skills
- Critical Thinking Skills
- Analytical Problem-Solving
- Relationship Building
- Insurance Expertise
- Financial Analysis Skills
- Client Support
- Sales Proficiency
- Retail Merchandising Expertise
- Effective Sales Techniques
- Identifying Sales Opportunities
- Proficient in Closing Sales
- Quick Adaptation Skills
- Skilled in Embracing Emerging Technologies
- Skilled in Negotiation Processes
- Time management
- CRM proficiency
- Objection handling
Hobbies and Interests
- Exploring new Destinations
- Searching for environmentally friendly products
- Keen Baker
Certification
New Zealand Certificate Financial Services Level 5 (Banking)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Sales Consultant
The Co-operative Bank
05.2024 - Current
Claims Consultant (property)
Suncorp New Zealand
01.2023 - 05.2024
Banking Assistant
Kiwibank Limited
02.2020 - 02.2023
Wine Ambassador
Villa Maria Estate
09.2018 - 02.2020
Customer Service/ Retention Specialist
Brand Developers LTD
03.2014 - 09.2018
Tafe College - Real Estate Agents Course
Tafe College
National Certificate - Business
AUT
New Zealand Certificate Financial Services Level 5 (Banking)
Skills – New Zealand Certificate - Financial Services Level 5 (Banking)
Skills
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