Summary
Overview
Work History
Education
Skills
References
Community Service
Affiliations
Languages
Timeline
Generic

Jerry Chen

Wellington,Wellington

Summary

I believe I have the passion and enthusiasm to be successful in whatever role I take on. My key drivers to success are being challenged, having autonomy and enjoying my work through creating innovative solutions. I like being introduced to different work environments & people and leaning on diversity to build others and see growth in projects. My strengths and my passion for my job lie in superior stakeholder engagement, market presence, strong interpersonal skills, and effective time management. I have been a top performer across all my roles and have offered through that outstanding customer service to all my clients and stakeholders. Currently, I have actively been pursuing opportunities to enhance my leadership and business capability and take my career to the next level.

Overview

24
24
years of professional experience

Work History

Home Loan Partner

BNZ
Wellington
07.2024 - Current
  • Provided personalized loan options to meet clients' financial needs.
  • Facilitated workshops and seminars on mortgage products and financial literacy.
  • Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
  • Complied applications and paperwork and double-checked for accuracy.
  • Utilized CRM systems to effectively manage client interactions and follow-ups.

Mobile Mortgage Manager

Westpac NZ
11.2023 - 07.2024
  • Business acquisition role to support customer's home purchase or related goals
  • Proactive market outreach directly to end user providing trusted and up to date information around home purchase or related
  • Active networking activities with reputable local professions and internal partners
  • Fully engaged with all level of local communities or workforces to deliver well designed financial literature based seminars. Ie How to prevent scams to senior net.

Commercial Relationship Manager

Westpac NZ
09.2021 - 11.2023
  • Manage a portfolio of Commercial customers in a specialised industry (approx. 100 groups).
  • Relationship management of high turnover clients, dealing directly with owner operator, boards or key decision makers, with a long-term perspective.
  • 'Outside the box' innovative solutions are critical at this level, consulting with clients each step of the way.
  • Regular customer call cycles and actively identifying new opportunities or issue through pipeline management, allowing clients to do what they do best.
  • Detailed financial and industry analysis, identifying key drivers and trends as well as possible threats. This would culminate through writing and submitting formal funding proposals, in various sector industries.

Transactional Solutions Manager

Westpac NZ
01.2019 - 01.2021
  • Relationship manager role to support internal stakeholders and Corporate customers.
  • Identifying and recommending transactional solutions for clients
  • Recognizing areas and opportunities of business growth, through maximising drive & productivity and engagement with intermediaries and clients
  • Working with internal teams to successfully implement the end-to-end transactional solutions
  • Leveraging data insights to negotiate pricing packages with internal stakeholders on behalf of the customer

Personal Banker

ASB Bank Ltd
01.2011 - 01.2019
  • This role was designed around building and maintaining a strong relationship with new and existing portfolio of retail customers.
  • Building strong relationship with customers
  • Meeting KPI's and building a strong lending pipeline while meeting risk & compliance metrics
  • Referring customers to the right stakeholders that can provide assistance for their wider banking needs

Assistant Branch Manager (secondment)

ASB Bank Ltd
01.2015 - 12.2015
  • Role which focused on growing and leading the branch team along-side the branch manager.
  • Design and delivery product training and people coaching to a team of 11
  • Providing guidelines to the staff around customer processes and requests
  • Setting guidelines and processes for tracking and checking compliance and regulatory requirements for the branch
  • Dealing with complaints and supporting front line through challenge situation
  • Providing growth and career conversation to branch tellers

China Marketing Rep

ACT Dept of Education & Canberra Institute of Technology
01.2007 - 01.2009
  • Role which focused on maintaining and growing the Chinese market via local agents.
  • Maintaining and growing existing clients' relationship with local agents (B2B);
  • Establishing new local networks via specific and targeted marketing channels;
  • Conducting various types of marketing promotional activities and events with the key purpose of promoting Canberra International Educational offering;
  • KPI were achieved with more than doubled figure at each annual review;

International Welfare Officer

Liverpool Hope University
01.2001 - 01.2007
  • Assisted in the development of strategies, policies and procedures related to welfare services.
  • Participated in multidisciplinary team meetings to discuss complex cases.

Education

Master of Arts - Business Management

University of Liverpool
UK
01.2007

Exchange Program - European Business Culture

University of Bucharest
Romania
06-2006

Bachelor of Arts with Honors -

University of Liverpool
UK
01.2005

Some College (No Degree) - Corporate Social Responsibility

University of Helsinki
Finland

Skills

  • Leadership and people management
  • Financial analysis and acumen
  • Relationship management
  • Workshop facilitation
  • Effective communication
  • Problem solving
  • Networking
  • Coaching and mentoring
  • Professionalism and discretion
  • Client event management
  • ESG risk advocacy and sustainability

References

Multiple references are available upon request

Community Service

  • Chopper Events, Organized events for the annual Chopper appeal
  • Westpac Smarts, Organized market events in partnership with Wellington Chamber of Commerce
  • Manage Your Money Facilitator, Financial education at secondary schools
  • Women of Westpac, Mentor
  • Workplace H&S Rep

Affiliations

  • Social sports in the local communities
  • Active with local community engagements

Languages

Chinese (Mandarin)
Native/ Bilingual
English
Full Professional

Timeline

Home Loan Partner

BNZ
07.2024 - Current

Mobile Mortgage Manager

Westpac NZ
11.2023 - 07.2024

Commercial Relationship Manager

Westpac NZ
09.2021 - 11.2023

Transactional Solutions Manager

Westpac NZ
01.2019 - 01.2021

Assistant Branch Manager (secondment)

ASB Bank Ltd
01.2015 - 12.2015

Personal Banker

ASB Bank Ltd
01.2011 - 01.2019

China Marketing Rep

ACT Dept of Education & Canberra Institute of Technology
01.2007 - 01.2009

International Welfare Officer

Liverpool Hope University
01.2001 - 01.2007

Master of Arts - Business Management

University of Liverpool

Exchange Program - European Business Culture

University of Bucharest

Bachelor of Arts with Honors -

University of Liverpool

Some College (No Degree) - Corporate Social Responsibility

University of Helsinki

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Jerry Chen