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
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
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
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
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