MONETTE GUESE
Yaldhurst,CAN
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Financial Adviser
Future Secure Financial Services Ltd
Christchurch, CAN
12.2019 - Current
- Educate clients on various financial matters and provided professional recommendations on products and services based on each clients' individual needs.
- Met with clients to discuss the company and the services we provide,
- Guided clients through compiling important financial histories and documentation for evaluation.
- Expanded customer base through community activities.
- Highlighted values and educated clients on Insurance and KiwiSaver financial products.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Responded to customer requests for products, services and company information.
- Recommended products to customers, thoroughly explaining details.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Administration Support & Coordinator
International Resourcing Ltd
Christchurch
03.2014 - 12.2019
- Coordinated travel arrangements, including booking hotel rooms, car rentals and airfare for staff travelling to domestic and international locations
- Mentored new employees in Manila on Pre-departure orientation and Site safe Course administration and delivered constructive feedback to increase understanding of job duties
- Credit cards reconciliation for Christchurch Office
- Advise Philippine agencies of flight schedules Managing databases
- Implementing and maintaining procedures
- Liaising with staff, and clients regarding logistics and deployment schedules
- Maintain reports and le other ad-hoc duties
Office Administrator Cum Secretary
Aim High Solutions Limited
Christchurch
01.2014 - 03.2017
- Arrange flights, transport and accommodation.
- Managing databases
- Implementing and maintaining procedures/administrative systems
- Liaising with staff, suppliers, tax advisers, insurance broker and clients
- Preparing letters, presentations and reports
- Setting up household utilities for new accommodation
- Plan, organize and arrange pick-ups of new arrivals and settle to their accommodations
- Assists newly arrived workers during induction to their employers
- IRD Application of all new arrivals
- Site Safe Administration
- Monitor company cars in Christchurch (Wof/Rego/Repairs)
- Credit Cards Reconciliation using Xero software.
- Purchasing (Welcome Pack Package)
- Assists Management on hiring of employees
- Maintain reports and file.
- Ensure all administrative paperwork is accurate, complete and submitted on a timely basis
Settlements Specialist
Kiwibank Limited
Wellington
09.2012 - 02.2013
- Processing of inward and outward International money transfers and drafts.
- Receive negotiated foreign cheques, processing these and checking for correctness, preparing cash letters for Travelex and dispatch.
- Receive collection cheques and process in accordance with procedures.
- Queue monitoring of SWIFTS.
- Process VISA payments.
- Signature Verification
- Review all documents upon receipt for accuracy prior to settlement.
- Update Rates.
- Assist with other related duties as required.
Trade Processor/Document Coordinator
Citco Fund Services
Singapore
01.2008 - 06.2012
- Process transactions
- Entry of all trade activity within the global business unit, meeting established timelines
- Ensure high accuracy standards are maintained for the entry of trade activity Maintain solid working knowledge of multiple systems for the processing of trades
- Follow fund specific instructions/ variables
- Statements ingestion into the system
- Signature Verification
- Primary focus will be the in investor transactions and supporting information
- Sort, log, scan and index all incoming electronic and paper documents, as per indexing rules
- Ensure high accuracy standards for the electronic indexing of documents
- Transferring stock in and out of client portfolios
- Processing managed fund applications
- Ensuring in-house s stems reconcile and are updated regularly
- Ensure service level agreements are achieved
- Assisting with various projects
Phone Banking Officer
Adecco, ABN AMRO Bank N.V
Singapore
04.2007 - 07.2008
- Provide excellent customer service to the existing and potential customers by providing accurate and timely information on the Bank's products and services.
- To resolve customers' request and enquiries effectively and efficiently.
- To contribute to the overall objective of the department by meeting the productivity and handle quality target set.
- Manage inbound/ outbound calls. Solving customer queries. Initiate welcome calls.
Marketing and Communications Executive
Guan Ming Hardware and Engineering Pte Ltd
Singapore
04.2006 - 02.2007
- Developed new potential accounts within the construction, shipyards and factories industry for the company particularly required to open new territory for thecompany especially those predominantly staffed and managed by Filipinos.
- Establish effective communication and rapport with this market niche and assist the company in the specific market breakthrough.
- Handles Purchase Orders & Delivery Orders. Liaise with customers & Suppliers.
- Supporting the General Manager in sales
- Provide front-line Reception coverage and act as first point of contact with telephone callers and visitors, managing client service desks.
- General office coordination
- Invoicing
Customer Service Assistant
Rizal Commercial Banking Corp
Philippines
10.2001 - 01.2006
- Provides competent, timely and error-free services to customers while ensuring compliance with internal and regulatory policies.
- Services account opening requirements and maintenance, processing of Remittances and supports BCM's volume objectives through in-branch cross-selling.
- Supports the BCM in generating, maintaining and expanding client relationships through in-house selling;
- Services account opening requirements and maintenance while ensures compliance with internal and regulatory policies and guidelines.
- Accept cash and checks for deposit and check accuracy of deposit slip
- Receive and verify loan payments, mortgage payments and utility bill payments
- Prepare reports related to the function Ensures accurate sorting/ bundling of cash received and delivered to vault.
- Ensures balancing of cash against transaction tickets, forms.
- Perform specialized tasks such as preparing cashier's cheques, personal money orders, issuing traveler's cheques and exchanging foreign currency.
- Explain, advise on and promote bank products and services to customers.
Customer Service Associate
Equitable, PCI Bank Corp
Philippines
08.1997 - 12.2000
- Processing of new accounts
- Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities.
- Compile information about new accounts, enter account information into computers, and file related forms or other documents.
- Refer customers to appropriate bank personnel to meet their financial needs
Education
Real Estate
Skills
Christchurch, CAN01.2022
Bachelor of Science - Commerce
St. Paul's University
Philippines03.1997
Financial Services
Strategi Institute
Christchurch, CANSkills
- Time Management
- Bilingual (English and Filipino)
- Client-focused
- Financial Services and Products
- Financial customer support
- Calm and Professional Under Pressure
- Building Customer Trust and Loyalty
- Customer Data Confidentiality
Certification
Real Estate (Salesperson) (Level 4)
Additional Information
REFERENCE
LANA HART
T:+64 27 4363046
E: lana@xtra.co.nz
ACELA DILKES
T: +64 22 4279149
E: acela.dilkes@gmail.com
Timeline
Financial Adviser
Future Secure Financial Services Ltd
12.2019 - Current
Administration Support & Coordinator
International Resourcing Ltd
03.2014 - 12.2019
Office Administrator Cum Secretary
Aim High Solutions Limited
01.2014 - 03.2017
Settlements Specialist
Kiwibank Limited
09.2012 - 02.2013
Trade Processor/Document Coordinator
Citco Fund Services
01.2008 - 06.2012
Phone Banking Officer
Adecco, ABN AMRO Bank N.V
04.2007 - 07.2008
Marketing and Communications Executive
Guan Ming Hardware and Engineering Pte Ltd
04.2006 - 02.2007
Customer Service Assistant
Rizal Commercial Banking Corp
10.2001 - 01.2006
Customer Service Associate
Equitable, PCI Bank Corp
08.1997 - 12.2000
Real Estate
Skills
Bachelor of Science - Commerce
St. Paul's University
Financial Services
Strategi Institute