Summary
Overview
Work History
Education
Skills
Accomplishments
Professional Development
Attributes
Background Information
References
Timeline
Generic

Lauren Kannegieter

Auckland,Titirangi

Summary

Seeking a further challenging and stimulating role in the financial services sector where I can progress my career and utilise the accrued experiences and expertise I have gained to date. My ideal role would be one with significant relationship management obligations and where I can further develop my knowledge of banking and finance while continuing to deliver unbeatable and highly beneficial customer service and outcomes. Enthusiastic about making a significant contribution to the success of the organisation and its clients. Eager to enhance existing capabilities and develop new knowledge and expertise.

A highly motivated and diligent financial services professional with nearly twelve years' experience with the ASB Bank in a series of client facing roles of ever increasing responsibility as well as managerial obligations including mentoring and supporting staff. Accompanying this has been a demonstrably consistently service ethic directed towards the bank's customers and the delivery of value in terms of both service and outcomes. Proven communication and leadership skills together with a demonstrated track record of working effectively across various levels of the bank and scrupulously adhering to the Banks policies and procedures while delivering quality services. Experienced working within collegial team environments dedicated to providing prompt service and delivering customer outcomes. With a friendly and approachable manner I display a consistently positive disposition when assisting customers define their requirements and providing them with effective solutions. Recognised for my commitment to ASB Bank ASB values - Passion, Caring, Courage, Integrity, United, being awarded the accolade of ASB West Auckland Values Champion for promoting and delivering on our values. Also Awarded the West Auckland Assistant Manager Award in June 2019. Strongly committed to personal development and career progression, having worked my way up from being a Customer Service Officer at ASB Lynfield in 2012 to my present role of Home Ownership Manager at ASB Lynnmall. Prior to joining the ASB Bank I had a further eight years in customer service and management positions in various sectors including retail and professional services.

Overview

12
12
years of professional experience

Work History

Private Banking Home Ownership Manager

ASB Bank
02.2023 - Current


  • Generating positive home lending outcomes
  • Create external business development
  • Pipeline Management
  • Refer to specialists
  • Adherence to policy and process

Private Banking Relationship Manager

ASB Bank
11.2020 - 02.2023


  • Provide quality personalised advice supporting private customers in achieving their financial goals
  • Create external business development opportunities
  • Adherence to policy and process
  • Conducting quality private client reviews
  • Customer retention
  • Specialist handover

Home Ownership Manager

ASB Bank
01.2020 - 11.2020
  • Provide home lending solutions to retail customers
  • Managing customers financial needs through conducting financial reviews
  • Utilise the ASB Kiwi Saver Explorer tool
  • Providing Lending, Risk, Wealth and General Insurance solutions to customers

ASB Assistant Manager

ASB Bank
06.2018 - 01.2020
  • Coaching and Developing Reporting on the 22 staff
  • Reviewing and Approving Lending Applications
  • Providing advice to customers on Lending, Risk management and Wealth
  • Driving sales, meeting sales targets as well as other key performance indicators
  • AML Regulations
  • Managing Customer Complaints
  • Member of the Leadership and Management Team that supports and mentors colleagues and staff.

ASB Premium Banking Manager

ASB Bank
06.2017 - 06.2018
  • Sole charge position managing a portfolio of individual clients
  • Managing Premium ASB Customers financial needs
  • Providing advice to customers on Lending, Risk management and Wealth
  • Driving sales, meeting sales targets as well as other key performance indicators.

ASB Lending Specialist Contact Centre

ASB Bank
02.2017 - 06.2017
  • Home Lending Specialist
  • Inbound and Outbound Calls.

Various roles

ASB Bank
01.2012 - 02.2017
  • Held various roles in the above branches with customer services duties including: Recommending products and services
  • Generating referrals
  • Providing advice and product knowledge
  • Undertaking needs analysis in response to customer enquiries
  • Providing customer service and liaison.

Education

Skills

  • Wide ranging knowledge of both banking as well as ASB Bank policies and procedures
  • Sound understanding of principles of sales and marketing; utilising knowledge to manage consumer behaviour and develop brand awareness
  • Commercially aware; appreciate factors affecting customer decision-making and able to pre-empt and overcome objections
  • Astute and influential salesperson; readily promoting ASB Bank products and services, and uncovering customer needs through completing a financial review
  • Trusted advisor; giving recommendations for Lending, General Insurance & Risk Protection
  • Customer service focus; take pride in delivering service and outcomes beyond expectations
  • Exceptional communication skills; interact confidently with colleagues and customers
  • Credible and trustworthy; quickly establishing enduring customer relationships
  • Extremely self-motivated; proven ability to work independently and achieve set outcomes
  • Client-centric approach; constantly seeking to identify improved business methods that benefit both the customer and the Bank
  • Strong negotiation skills and determination to exceed expectations
  • Goal oriented, with a proactive learning style, eager to gain new skills and seek opportunities in order to quickly become effective and efficient in any position
  • Team player but equally capable of efficiently working alone on self-directed tasks
  • Adept at managing high pressure situations and remaining calm and rational
  • Confident in dealing with customer complaints and providing suitable outcomes
  • Able to problem solve and think "outside the box"
  • Committed to adhering to policies and procedures as well as compliance with Anti Money Laundering (AML) regulations

Accomplishments

  • Best Lender Award for Q1 FY24
  • Individual Brilliance Award for Q1 FY24

Professional Development

Completed a number of courses and workshops with ASB Bank covering customer services, security banking policies and procedures and OSH

Attributes

  • Trustworthy and loyal
  • Outgoing and friendly approach
  • Love being the face of the Bank
  • Professional, alert and enthusiastic
  • Quietly ambitious
  • Informed and knowledgeable
  • Focused on providing quality service
  • Hardworking and dedicated
  • Can-do" attitude
  • Committed to excellence

Background Information

NZ citizen, I was a Prefect at Mt Albert Grammar School where I completed NCEA Levels 1, 2 and 3. I was also awarded Dux Artium for achievement and commitment to the Arts., Personal interests include travel, dance, and fitness. Enjoy spending time with my family and a committed mother to my two sons.

References

Referees are available upon request

Timeline

Private Banking Home Ownership Manager

ASB Bank
02.2023 - Current

Private Banking Relationship Manager

ASB Bank
11.2020 - 02.2023

Home Ownership Manager

ASB Bank
01.2020 - 11.2020

ASB Assistant Manager

ASB Bank
06.2018 - 01.2020

ASB Premium Banking Manager

ASB Bank
06.2017 - 06.2018

ASB Lending Specialist Contact Centre

ASB Bank
02.2017 - 06.2017

Various roles

ASB Bank
01.2012 - 02.2017

Lauren Kannegieter