Kirsten Toms
Frankton, Queenstown,Otago
Summary
Highly motivated and hardworking individual, who has recently given the last 4 years to my family and our business. Good communication, multitasking and conflict resolution skills. Organized and dependable person who is able to manage multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team and or individual goals.
Overview
17
17
years of professional experience
Work History
Private Banking Associate
ASB Bank
Queenstown
06.2015 - 12.2020
- Educated customers on features and benefits of banking products and services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Opened, closed, and updated accounts for customers.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Evaluated client financial positions and identified most appropriate banking products.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
- Provided advice on different bank products and financial options.
- Processed customer applications and approved loans in accordance with bank policy.
Personal Banker & Customer Service Officer
ASB Bank
Queenstown
06.2006 - 06.2015
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyzed customers' financial information to deliver personalized account guidance.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Presented new and additional products and services to existing customers.
- Verified customer identity and reviewed documentation for accuracy.
- Provided customers with additional information regarding account services.
- Maintained customer records and updated account information.
- Explained account terms and conditions to customers.
- Greeted customers and delivered information about new account processes.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Collected customer information and completed new account forms.
Front of Office
Ward Wilson Limited
Queenstown
01.2004 - 06.2006
- Scheduled meetings, coordinated with invitees and organized logistics, technology and refreshments for executive management and customers.
- Created organized filing system to manage department documents.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Kept reception area clean and neat to give visitors positive first impression.
- Answered phone promptly and directed incoming calls to correct offices.
- Responded to inquiries from callers seeking information.
- Organized, maintained and updated information in computer databases.
- Scheduled office meetings and client appointments for staff teams.
Education
Veterinary Nursing - Veterinary Nursing
Southern Institute of Technology
Invercargill, STL12.2001
James Hargest College
Invercargill, STL12.2000
Skills
- Excellent People skills
- Self managed
- Microsoft Office knowledge
- MYOB knowledge knowledge
- Xero knowledge
- Attention to detail and accuracy
Timeline
Private Banking Associate
ASB Bank
06.2015 - 12.2020
Personal Banker & Customer Service Officer
ASB Bank
06.2006 - 06.2015
Front of Office
Ward Wilson Limited
01.2004 - 06.2006
Veterinary Nursing - Veterinary Nursing
Southern Institute of Technology
James Hargest College