Kate Nicholson
Wanaka,OTA
Summary
Caring, motivated, and resourceful individual excelling under pressure. Adept at adapting to diverse situations and establishing strong relationships across geographical and cultural boundaries. Possessing a proactive and flexible attitude, demonstrating initiative and reliability. Consistently fostering collaborative and inclusive work environments that prioritize exceeding customer expectations.
Overview
30
30
years of professional experience
Work History
Assistant Branch Manager
ANZ Bank
03.2025 - Current
- Supported the Branch Manager with daily tasks, ensuring smooth branch function across Five Mile, Wanaka, Cromwell, and Alexandra Branches.
- Helped maintain effective communication and support amongst team members.
- Responded to customer concerns, working with manager to raise customer satisfaction ratings.
- Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
- Helped team members align with branch service standards and objectives.
- Monitored daily branch activities, identifying areas requiring improvement or corrective action to maintain operational excellence.
Personal Business Manager
ANZ
03.2024 - 03.2025
- Responsible for meeting the needs of Small Business Banking customers. Understanding the customers’ needs, recommending the right financial solutions, including home lending assessments for personal products and delivering solutions efficiently whilst adhering to compliance and regulatory requirements.
Accounts – part-time
Guthrie Bowron
04.2023 - 02.2024
- Invoicing, upkeep of Xero, account reconciliation, Customer Service, helping across other departments when needed.
Event Operations/Organiser – Contract
NewZeal Ltd
07.2023 - 01.2024
- I was brought back on with NewZeal to organise a remote event for 100+ clients participating in a 100km trek over 4 days - two remote camps required as well as all logistics and operations for the event.
- Responsibility of the budget
- Securing various staff, suppliers, and entertainment
- Liaising with management / existing staff to ensure everyone is up to speed and delegating when required.
- Ensuring event timelines/goals are being met and exceeded.
- Overseeing stock purchases and hiring of equipment Identifying clients’ requirements and managing expectations Coming up with alternative solutions when required
- Building strong relationships
- Researching and costing additional items outside of the contract, when needed
Property Management and Development
Self Employed
03.2020 - 03.2023
- Researching and identifying new projects
- Pricing and forecasting projects.
- Helping manage long and short-term rentals.
- Organising maintenance as well as cleaning and gardening
- Liasing with and coordinating trades staff for new builds
- House & Garden plans and design
- Liaising with town planners
- Sourcing products
Sales & Marketing
NewZeal Ltd
02.2019 - 03.2020
- Operations and Logistics for expeditions / trips
- Helping organise and deliver events
- Identify clients’ needs and offer appropriate product
- Build and Maintain relationships with clients and inbound tour operators
- Quoting and invoicing expeditions/trips
- Liaising with Suppliers
- Researching new suppliers
- Office Administration
- Managing and exceeding client expectations
- Hosting Clients
Office Manager
Lime Tree Lodge
01.2016 - 12.2018
- All office administration including invoicing and reconciliations
- Staff rostering (front and back of house staff)
- Supervising day to day operations of the lodge
- Processing reservations from various channels
- Health and Safety
- Payroll
- Helping to employ new staff, onboarding and training
- Orders (food & beverage and linen)
- Building and maintaining relationships with inbound operators
- Customer service including meet and greet, hosting, booking local activities
- Co-ordinating maintenance of the lodge
Par Trading Closer
Deutsche Bank AG
04.2010 - 11.2010
- (Please note, I worked for Deutsche bank London for several years and have held four separate contracts within their Commercial Loan Operations Department. Travelling in between contracts)
- This role on the closing desk was to process and administer a high volume of trade settlements within the strict time frames without financial or reputational loss to the bank. This was done in conjunction with managing client expectation and building strong relationships.
- 4th Contract
International Banker – Associate
Bank of New Zealand
12.2009 - 03.2010
- This role within the international Trade and Finance division of Bank of New Zealand consisted of managing a portfolio of Business Customers, looking after their International Trade requirements.
Senior Reconciliations Analyst
Deutsche Bank AG
08.2008 - 08.2009
- This role was to achieve successful resolution of previously unresolved aged breaks to
- 3rd Contract
Leverage Finance Agency & Syndications Deal Administrator
Deutsche Bank AG
09.2007 - 12.2007
- Managing a portfolio consisting of deals with 300 plus lenders. The majority of the deals had large syndications that traded heavily making it essential that a clear interpretation of the Credit Agreement(s) was always maintained, along with accurate processing under pressurised time constraints.
- 2nd Contract
Operations Analyst
BlueBay Asset Management Company
02.2007 - 09.2007
- This role supported the implementation of Loan IQ and to help with the interfacing of the loan system against the trading system. Also managing a portfolio of syndicated commercial loans.
Leverage Finance Agency & Syndications Deal Administrator
Deutsche Bank AG
04.2006 - 02.2007
- (Same responsibilities as my 2nd contract at Deutsche during my September to December 2007 contract)
- 1st Contract
Commercial Loans Administrator
N.M Rothchild & Sons Ltd
09.2004 - 12.2005
- As part of the Banking Administration department, supporting the Banking businesses, this role comprised of all administrative aspects pertaining to managing a portfolio of bilateral, syndicated and agency commercial loans.
Banking Advisor
Bank of New Zealand
06.2001 - 07.2004
- Managed a portfolio including small business and personal clients. Main aim, through building relationships, was to proactively help them understand and realise their financial goals whilst continually delivering solutions. I also spent time relieving as a Branch Manager, where I was responsible for all the staff including Tellers, Customer Service staff and Banking Advisors.
Calypso System Support – South Island
Gullivers’ Holidays
01.2001 - 06.2001
- Sole charge of the Gullivers’ Holidays South Island Calypso Helpdesk , provided systems support to staff and Travel Agents in all aspects relating to the Calypso Reservation System.
Joint Venture Account Manager – contract
Sabre (Global Distribution System Company)
10.1999 - 04.2000
- Sabre is a reservations system. I provided pro-active support to the business Development Manager in the day-to-day handling and coordination of all aspects pertaining to Sabres’ relationship with 3rd
Accounts Administrator – temporary contract
American Express
01.1999 - 08.1999
- Responsible for reconciliations of American Express Account.
Senior Travel Consultant
New Zealand Travel Agencies
12.1995 - 08.1998
- Sold worldwide destinations whilst managing a portfolio of leisure and corporate clients.
- Winston Darling United Travel and Holiday Makers
Education
BA - Psychology
Massey University
01.2016
Business Management and Travel Technology
Christchurch Polytechnic – CPIT
Skills
- Commitment to customer satisfaction
- Strong Communication, both written and verbal
- Teamwork and Collaboration - strong at building genuine relationships both internal and external
- Adaptability - can adjust and regroup quickly to change
- Effective problem resolution
Software:
- Salesforce, Bizcat, Systematics, LA, Xero, MS Office, Lotus Notes, Computron, ACBS
- Business Objects, Loan IQ/LS2, Invest One, Mint, Axs
- Point, Clearpar, Smartstream/SSR, Webcinq, Vista
- GDS / CRS (Global Distributon Systems and Reservations Systems:
- Resbook, System One, Galileo, Sabre, Amadeus, Quest, Istel, EasyRes, Jaguar, Calypso
Timeline
Assistant Branch Manager
ANZ Bank
03.2025 - Current
Personal Business Manager
ANZ
03.2024 - 03.2025
Event Operations/Organiser – Contract
NewZeal Ltd
07.2023 - 01.2024
Accounts – part-time
Guthrie Bowron
04.2023 - 02.2024
Property Management and Development
Self Employed
03.2020 - 03.2023
Sales & Marketing
NewZeal Ltd
02.2019 - 03.2020
Office Manager
Lime Tree Lodge
01.2016 - 12.2018
Par Trading Closer
Deutsche Bank AG
04.2010 - 11.2010
International Banker – Associate
Bank of New Zealand
12.2009 - 03.2010
Senior Reconciliations Analyst
Deutsche Bank AG
08.2008 - 08.2009
Leverage Finance Agency & Syndications Deal Administrator
Deutsche Bank AG
09.2007 - 12.2007
Operations Analyst
BlueBay Asset Management Company
02.2007 - 09.2007
Leverage Finance Agency & Syndications Deal Administrator
Deutsche Bank AG
04.2006 - 02.2007
Commercial Loans Administrator
N.M Rothchild & Sons Ltd
09.2004 - 12.2005
Banking Advisor
Bank of New Zealand
06.2001 - 07.2004
Calypso System Support – South Island
Gullivers’ Holidays
01.2001 - 06.2001
Joint Venture Account Manager – contract
Sabre (Global Distribution System Company)
10.1999 - 04.2000
Accounts Administrator – temporary contract
American Express
01.1999 - 08.1999
Senior Travel Consultant
New Zealand Travel Agencies
12.1995 - 08.1998
BA - Psychology
Massey University
Business Management and Travel Technology
Christchurch Polytechnic – CPIT
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