Summary
Overview
Work History
Education
Skills
Timeline
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Joanne (Jo) Reid

Summary

Following a long and successful Banking career, I have assisted with the growth of our family owned business. This was a welcomed challenge for me that has allowed me to utilise my learned communication, empathy and time management skills to advantage. The adjustment to working in a male dominated industry has resulted in a certain personal resilience, through often being confronted with challenging circumstances and dealing with differing points of view and ways of life.

Changes within our Industry has left me with the desire to re-enter an Organisation that I can align with and assist with producing favourable outcomes.

Overview

31
31
years of professional experience

Work History

Transport Operations Manager

S J Reid Ltd
06.2009 - Current
  • Full Office Administration
  • Implementation of Health & Safety policies and undertaking PCBU role
  • Incident reporting and liaison with ACC and O/T's to assist staff with positive return to work/rehabilitation plans
  • Recruitment of staff (Drivers and Mechanical)
  • Marketing of Company to achieve growth in Truck numbers and staff
  • Data entry of dockets and monthly reconciliation of debtors and creditors

Personal Manager

The National Bank
09.2007 - 06.2009
  • Developed and maintained strong relationships with High Value customers of the organisation
  • Assisted clients to make informed decisions about financial futures
  • Presentation of financial plans and investment options to clients
  • Taking pride in delivering accurate and high quality outcomes for my organisation and clients

Senior Team Leader

The National Bank
04.2005 - 09.2007
  • Set clear team goals and delegated tasks to a staff of 19 across 2 Branches
  • Providing Demonstrated knowledge of The National Bank's mission and goals and mentoring employees to set and achieve objectives aligned with company core values
  • Conducted team member meetings and updated members on best practices and continuing expectations.
  • Recruitment of high performing Customer Services Officers
  • Coaching and Mentoring Customer Services Officers to achieve Sales objectives while continuing to meet and exceed customer satisfaction levels

Senior Banking Consultant

The National Bank
04.2002 - 04.2005
  • Analysing and decision of Lending applications for customers
  • Generation of new loans, deposits and Retail Banking business to achieve company sales goals
  • Developing relationships with customers to maintain and grow business
  • Developing relationships with local legal firms to achieve administration of Mortgage documentation in a timely manner

Lending Administrator

Countrywide Bank/The National Bank
10.1992 - 07.1999
  • Developed strong relationships with customers through high levels of customer service
  • Assisted customers in understanding loan terms and conditions to make informed decisions
  • Maintained strict confidentiality of bank records and client information
  • Collaborated with other departments to promptly process loan applications and reviews of customer facilities
  • Assisted the implementation of dual Banking Systems following the amalgamation of the organisations, whilst ensuring a smooth transition for customers across both platforms



Education

Northland College
Kaikohe, NZ

Skills

  • Recruitment
  • Operational Efficiency
  • Business Operations
  • Operational Procedures
  • Incident Reporting
  • Customer Accounts Management
  • Compliance

Timeline

Transport Operations Manager

S J Reid Ltd
06.2009 - Current

Personal Manager

The National Bank
09.2007 - 06.2009

Senior Team Leader

The National Bank
04.2005 - 09.2007

Senior Banking Consultant

The National Bank
04.2002 - 04.2005

Lending Administrator

Countrywide Bank/The National Bank
10.1992 - 07.1999

Northland College

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Joanne (Jo) Reid