Summary
Overview
Work History
Education
Skills
Hobbies
Timeline
Generic

Jodie Gabriel

Waikanae,WGN

Summary

A strategic thinker and effective communicator, excelling in building relationships and thriving in both autonomous and team-oriented environments. Adaptable to fast-paced and ever-changing landscapes, demonstrating leadership and coaching skills to inspire and motivate individuals towards their full potential. Skilled Private Banker driven to help customers build wealth and achieve financial independence. Known for a hardworking nature and resilience, bringing a highly organized and proactive approach to work. Possessing a keen ability to learn quickly and a sharp intellect, contributing as a valuable team player. Dependable and organized, successfully managing multiple priorities with a positive attitude. Proactive and meticulous in prioritizing customer satisfaction while driving profits and generating new clients.

Overview

Work History

ASB Private Banking Manager

ASB Private Banking
2021 - Current
  • Enhancing financial performance metrics by networking to create successful and sustainable relationships.
  • Leading banking tasks, business administration and financial decision-making to ensure first-class client services.
  • Interviewing clients and providing expert financial advice on home loan, transactional, investment and risk requirements.
  • Negotiating contract terms and rates.
  • Coaching, supporting and reviewing staff.
  • Focused on wealth creation for higher net worth individuals.
  • Achieving client loyalty through quality, productivity, service and proactive management.
  • Cross-trained existing employees to maximize team agility and performance.
  • Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.

ASB Dual Branch Manager

ASB Willis Street and ASB Kilbirnie
2020 - 2021
  • Increased efficiency and drove branch revenue by optimizing daily operations for the bank across two sites.
  • Designed sales and service strategies to improve revenue and retention.
  • Articulated growth objectives and operating plans.
  • Set and reinforced consistent and compliant control and operational policies to support our highly regulated and legislated environment.
  • Networked within communities to identify and capitalize on business opportunities.
  • Developed two highly productive teams to support branch operations and cultivated customer satisfaction through coaching, observation and regular feedback to staff members.
  • Problem solved and supported customer retention through managing complex customer complaints.

ASB Branch Manager

ASB Wellington/Kilbirnie/Porirua/Johnsonville
2011 - 2020
  • Management of several different branches of a 9 year period, due to promotions or secondment contracts.
  • Developed and maintained client rapport to meet financial service needs and drive branch loyalty.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
  • Increased efficiency and drove branch revenue by optimizing daily operations for the bank across two sites.
  • Designed sales and service strategies to improve revenue and retention.
  • Articulated growth objectives and operating plans.
  • Set and reinforced consistent and compliant control and operational policies to support our highly regulated and legislated environment.
  • Networked within communities to identify and capitalize on business opportunities.
  • Developed highly productive teams to support branch operations and cultivate customer satisfaction through coaching, observation and regular feedback to staff members.
  • Problem solved and supported customer retention through managing customer complaints.

ASB Branch Manager

ASB Queensgate
2018 - 2018
  • Project Managed the construction of a new premises for ASB Queensgate, managed and supported staff across three different locations.
  • Achieved key deliverables over a six month period.

ASB Assistant Manager

ASB Johnsonville
2011 - 2011
  • Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.
  • Delegated daily tasks to team members to optimize group productivity.
  • Directed and led employees, supervising activities to drive productivity and efficiency.
  • Enforced company policies and procedures to strengthen operational standards across departments.
  • Organized schedules, workflows and shift coverage to meet expected business demands.
  • Completed inventory audits to identify losses and project demand.
  • Implemented training processes for newly hired employees.
  • Conducted job interviews, led employee performance evaluations and rewarded top performers to attract and retain quality personnel.
  • Recruited and hired qualified candidates to fill open positions.

ASB Wealth Manager

ASB
2007 - 2010
  • Formulated and actualized strategic financial plans across client investment portfolios.
  • Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
  • Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with return on investments.
  • Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.

Education

Bachelor of Commerce - Marketing and Management

Victoria University

Diploma - Financial Planning

Massey University

Skills

  • Account analysis expertise
  • Financial administration
  • Risk analysis
  • Cost and budget analysis
  • Planning and coordination
  • Financial analysis and planning
  • Investment guidance
  • Excels in team leadership
  • Employee training
  • Client relationship management
  • Expert in risk management
  • Team building
  • Problem resolution
  • Critical thinking
  • Microsoft Office
  • Strategic Planning
  • Performance Management
  • Staff Development
  • Business Development
  • Sales management
  • Lead Generation
  • Time Management
  • Verbal and written communication

Hobbies

I enjoy New Zealand Wine as a hobby and actively collect Pinot Noir in certain regions, specifically Central Otago, Martinborough and the Hawkes Bay.  I am looking to create a collection of Pinot Noir from Waiheke Island.  

Timeline

ASB Private Banking Manager

ASB Private Banking
2021 - Current

ASB Dual Branch Manager

ASB Willis Street and ASB Kilbirnie
2020 - 2021

ASB Branch Manager

ASB Wellington/Kilbirnie/Porirua/Johnsonville
2011 - 2020

ASB Branch Manager

ASB Queensgate
2018 - 2018

ASB Assistant Manager

ASB Johnsonville
2011 - 2011

ASB Wealth Manager

ASB
2007 - 2010

Bachelor of Commerce - Marketing and Management

Victoria University

Diploma - Financial Planning

Massey University

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Jodie Gabriel