Lauren Kannegieter
Auckland
Summary
Energetic and dedicated Private Banking professional with 4.5 years of experience in Private Banking and 13 years at ASB Bank across various client-focused roles. I thrive on building genuine connections, delivering personalised financial solutions, and helping clients achieve long-term financial success. With expertise in home lending, investment strategies, and risk management, I simplify complex financial decisions, ensuring clarity and confidence for my clients.
Passionate about mentorship and leadership, I have a strong track record of developing business opportunities, driving customer success, and leading high-performing teams. My collaborative, adaptable, and client-first approach ensures excellence in every interaction. Recognised for my integrity, problem-solving mindset, and ability to turn challenges into opportunities, I am committed to delivering exceptional financial outcomes and fostering lasting client trust.
Overview
5
5
years of professional experience
Work History
Private Banking Relationship Manager
ASB Bank
02.2024 - Current
- Deliver personalised banking services to enhance client satisfaction and financial success.
- Led customer engagement to support home loans and investment solutions.
- Foster business development through strategic partnerships and internal collaboration.
- Provide wealth management guidance, including KiwiSaver, savings, and protection solutions.
- Consistently identifying prospects and strengthening client relationships by conducting in-depth financial reviews
- Ensured compliance with policies and regulations while driving good customer outcomes.
Private Banking Home Ownership Manager
ASB Bank
02.2023 - 02.2024
- Develop and manage home lending solutions, ensuring optimal financial outcomes for clients
- Strengthen business development through strategic partnerships and client acquisition
- Ensure compliance with banking policies and regulations while enhancing customer experience
Private Banking Relationship Manager
ASB Bank
11.2020 - 02.2023
- Provide tailored financial advice to private clients, achieving high retention and satisfaction rates
- Led customer acquisition strategies, expanding ASB's private banking portfolio
- Conducted comprehensive financial reviews and implemented effective lending solutions
Home Ownership Manager
ASB Bank
01.2020 - 11.2020
- Managed end-to-end home lending processes, optimising customer financial outcomes.
- Utilised ASB KiwiSaver tool to enhance client investment strategies.
- Provided cross-functional financial solutions, including lending, risk, and wealth management.
Education
Certificate of Completion - Financial Advice Competency
ASB Bank Limited
03-2023
NCEA Level 3 -
Mount Albert Grammar
Skills
- Private Banking Expertise
- Comprehensive Lending Solutions
- Business Development and Client Acquisition
- Financial Planning and Risk Assessment
- Regulatory Compliance
- Anti-Money Laundering Policies
- Team Performance Enhancement
- Customer Engagement
- Leadership
- Performance Coaching
- Retention
- Strategic Negotiation Skills
Accomplishments
- ASB Private Banking Team Brilliance Award Q1 FY25
- ASB Private Banking Team Lender Award Q1 FY25
- ASB Private Banking Best Lender Award Q1 FY24
- ASB Individual Brilliance Award (Q1 FY24)
- ASB West Auckland Assistant Manager Award (2019)
- Recognised as ASB West Auckland Values Champion for commitment to ASB's core values
Hobbies and Interests
- Travel
- Dance
- Fitness
- Family
Timeline
Private Banking Relationship Manager
ASB Bank
02.2024 - Current
Private Banking Home Ownership Manager
ASB Bank
02.2023 - 02.2024
Private Banking Relationship Manager
ASB Bank
11.2020 - 02.2023
Home Ownership Manager
ASB Bank
01.2020 - 11.2020
Certificate of Completion - Financial Advice Competency
ASB Bank Limited
NCEA Level 3 -
Mount Albert Grammar
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