Susan Prescott
Auckland,AUK
Summary
Personal Summary
With over 20 years in the banking and financial sector, including 4 years in leadership roles, I bring a deep understanding of financial services and a proven track record in business development and client relationship management. My career has been marked by a commitment to enhancing financial literacy and supporting clients in achieving their homeownership goals. I excel in building and nurturing client relationships, managing complex financial portfolios, and delivering tailored financial solutions. My hands-on experience in both financial mentoring and home ownership management positions me well to contribute effectively as a Business Banking Adviser Lending Specialist at ANZ.
Overview
32
32
years of professional experience
Work History
General Manager
Siaola
02.2020 - Current
- Suport 15 staff and oversee 11 different contracts and services
- Support staff with KPI and Services
- Manage Operations both in Auckland Office and Gisborne Office
- Support Home ownership programme management
- Support Bridge the gap between banks and the Pasifika community
- Support financial mentoring and financial literacy progam
- Support the Ready to Rent Program
- Offer comprehensive wrap-around services for families, including housing support.
Home Loan Specialist
ANZ Bank - Mt Roskill
01.2011 - 02.2020
- Provided excellent service to home loan clients
- Managed new home loans and acquired new clients
- Assessed and approved home loans
- Networked and participated in business development initiatives
- Offered insurance services to all clients.
Regional Banking Consultant 2
National Bank - West Region
02.2010 - 12.2010
- Delivered excellent service to home loan clients and personal banking for all branches in the region
- Trained all staff on home loan and personal banking systems.
Banking Consultant 2
National Bank - Mt Roskill
01.2007 - 01.2010
- Provided excellent service to home loan clients and their personal banking needs
- Held weekly Banking Consultant team meetings
- Led the Banking Consultant team in sales and customer focus
- Coordinated branch multicultural celebrations
- Led the branch display and decoration team.
Banking Consultant 1
National Bank - Mt Roskill
05.2006 - 01.2007
- Delivered excellent service to clients and managed their personal banking needs.
Customer Service Officer
National Bank - Penrose
10.2004 - 04.2006
- Assisted with all personal banking services.
Assistant Manager
Bond and Bond Mega Centre - Albany
10.2003 - 10.2004
- Led the sales team and assisted sales staff
- Handled customer complaints and inquiries
- Managed banking and product display
- Assisted with administrative tasks and customer repairs.
Appliance and Electronics Sales Consultant
Bond and Bond Super Centre - Manukau
06.2002 - 10.2003
- Assisted customers with products and managed complaints/inquiries
- Processed hire purchase contracts and handled phone inquiries
- Assisted with product displays and customer accounts.
Computer Sales Consultant
Noel Leemings Super Centre - Manukau
04.2000 - 04.2002
- Assisted customers with whiteware appliances and electronic products
- Managed complaints and inquiries
- Processed hire purchase contracts and handled phone inquiries
- Assisted with product displays.
Design Assistant
Madonna Fashion
09.1999 - 09.2000
- Design, pattern making, and sample cutting.
Administration Clerk
Noel Leemings Super Centre - Manukau
03.1999 - 03.2000
- Processed customer accounts and managed phone inquiries
- Handled payments and input client data into databases
- Assisted with typing, faxing, copying, customer repairs, laybys, and orders.
Administration Support (Temporary Assignment)
SIS Insurance - Downtown Auckland
10.1998 - 11.1998
- Answered phones, managed complaints/inquiries, and handled administrative tasks.
Sales Assistant
Farmers Trading Company Ltd
01.1993 - 01.1997
Administration Support
Cigna - Queen Street
09.1997
Screen Printer
City Screen
01.1992
Machinist
Cerissi Leather Factory
01.1992
Education
Certificate in Financial Mentor -
01.2023
New Zealand Certificate in Financial Services -
Diploma in Fashion and Business Technology -
Certificate in Business Level 3 & Level 5 -
Auckland Institute of Technology (now AUT)
Advanced Certificate in Fashion and Clothing Technology -
Auckland Institute of Technology (now AUT)
Skills
- Financial mentoring
- Housing support
- Leadership skills
- Networking skills
- Home loan management
- Business development
- Insurance services
- Personal banking
- Sales and customer focus
- Multicultural celebrations coordination
- Display and decoration management
- Customer service
- Administrative tasks
- Product knowledge and assistance
- Complaint handling
- Computer skills (MS Excel, MS Word, PowerPoint)
- Fluent in English and Tongan
Personal Information
- Date of Birth: 03/10/73
- Driving License: Full
References
- Rev Tevita Finau, Manager/Chair for Siaola, +64 211501970
- Shayaz Khan, ANZ Manager, +64 272237515
Hobbies and Interests
- Networking
- Community work
- Dancing
- Sewing
- Decorating
Timeline
General Manager
Siaola
02.2020 - Current
Home Loan Specialist
ANZ Bank - Mt Roskill
01.2011 - 02.2020
Regional Banking Consultant 2
National Bank - West Region
02.2010 - 12.2010
Banking Consultant 2
National Bank - Mt Roskill
01.2007 - 01.2010
Banking Consultant 1
National Bank - Mt Roskill
05.2006 - 01.2007
Customer Service Officer
National Bank - Penrose
10.2004 - 04.2006
Assistant Manager
Bond and Bond Mega Centre - Albany
10.2003 - 10.2004
Appliance and Electronics Sales Consultant
Bond and Bond Super Centre - Manukau
06.2002 - 10.2003
Computer Sales Consultant
Noel Leemings Super Centre - Manukau
04.2000 - 04.2002
Design Assistant
Madonna Fashion
09.1999 - 09.2000
Administration Clerk
Noel Leemings Super Centre - Manukau
03.1999 - 03.2000
Administration Support (Temporary Assignment)
SIS Insurance - Downtown Auckland
10.1998 - 11.1998
Administration Support
Cigna - Queen Street
09.1997
Sales Assistant
Farmers Trading Company Ltd
01.1993 - 01.1997
Screen Printer
City Screen
01.1992
Machinist
Cerissi Leather Factory
01.1992
Certificate in Financial Mentor -
New Zealand Certificate in Financial Services -
Diploma in Fashion and Business Technology -
Certificate in Business Level 3 & Level 5 -
Auckland Institute of Technology (now AUT)
Advanced Certificate in Fashion and Clothing Technology -
Auckland Institute of Technology (now AUT)
Similar Profiles
Maxim TirodkarMaxim Tirodkar
Senior Manager–Partnerships at Genesis EnergySenior Manager–Partnerships at Genesis Energy
Kaufusi KioaKaufusi Kioa
Warehouse Forklift Operator at Allproof IndustriesWarehouse Forklift Operator at Allproof Industries
Andrew YoonAndrew Yoon
Flooring Assistant at Ianhunt FlooringFlooring Assistant at Ianhunt Flooring
Elle MunnElle Munn
Call Centre Agent at Queenstown Call CentreCall Centre Agent at Queenstown Call Centre
Samuel BadasuSamuel Badasu
General Manager at The DarcyGeneral Manager at The Darcy