Laxmitania Muliaga
Auckland,AUK
Summary
Accomplished Banking Advisor with a proven track record at Bank Of New Zealand, enhancing customer satisfaction and branch sales through expert portfolio management and exceptional customer service. Skilled in risk assessment and team building leadership, I have significantly contributed to digital banking adoption and financial product cross-selling, driving business growth and client loyalty. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
8
8
years of professional experience
Work History
Banking Advisor
Bank Of New Zealand
Manukau
05.2021 - 04.2024
- Extended and sustained relationships with customers to maintain and grow business.
- Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Strengthened customer relationships through timely follow-ups and proactive communication.
- Developed strong rapport with clientele through active listening skills and empathetic understanding of their financial concerns.
- Worked with customers to procure updated financial information on continuous basis.
- Improved branch sales performance by cross-selling various banking products and services.
- Collaborated with team members to achieve branch targets and improve overall performance.
- Followed-up on loan exceptions to achieve timely clearings.
- Communicated lending decisions to customers.
Residential Youth Worker
Korowai Manaki
Wiri
12.2020 - 12.2021
- Maintained a safe living environment by enforcing house rules and addressing behavioral concerns promptly and effectively.
- Assisted residents with daily living activities, promoting self-sufficiency and independence.
- Managed medication administration according to prescribed schedules while maintaining accurate records of all medications dispensed.
- Provided crisis intervention when necessary, deescalating volatile situations while ensuring the safety of all involved parties.
Banking Associate
Bank Of New Zealand
St Lukes
01.2019 - 05.2021
- Mitigated risk exposure by diligently monitoring account activities and promptly reporting suspicious transactions to the compliance team.
- Increased cross-selling opportunities through proficiently identifying client needs and recommending appropriate financial products.
- Reduced transaction processing times by effectively utilizing banking software systems for accurate data entry and account management.
- Accelerated the account opening process for new clients by ensuring accurate documentation and smooth onboarding experience, contributing to increased client satisfaction rates.
Key Time Staff
Bank Of New Zealand
West Auckland
08.2016 - 06.2017
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
Education
Tangaroa College
OtaraSkills
- Business Prospecting
- Risk Assessment
- Cash Handling
- Banking
- Sales and Marketing
- Loans
- Pipeline Management
- Retirement needs
- Debt management
- Staff Training
- Customer Service
- Attention to Detail
- Willing to Learn
- Critical Thinking
- Team Building Leadership
- Planning and coordination
- Know Your Customer
- Work Planning
- Portfolio Management
- Loan Processing
Languages
Samoan
Native or Bilingual
Timeline
Banking Advisor
Bank Of New Zealand
05.2021 - 04.2024
Residential Youth Worker
Korowai Manaki
12.2020 - 12.2021
Banking Associate
Bank Of New Zealand
01.2019 - 05.2021
Key Time Staff
Bank Of New Zealand
08.2016 - 06.2017
Tangaroa College