Roan Doig
Tauranga,New Zealand
Summary
Hardworking and reliable Personal Business Manager with great financial literacy and business sense . Offering strong time management skills and attention to detail, while being highly organized, proactive and punctual.
Overview
5
5
years of professional experience
Work History
Personal Business Manager
ANZ
Bayfair, Tauranga
01.2023 - Current
- Support our business customers through sound financial analysis pertaining to home lending, small business lending and other everyday banking needs for their business
- Strong risk analysis for both the customer and their business. Able to identify trends and spot areas of concern depending on industry and market conditions
- Develop strong customer relationships and become a contact point for business customers within the branch network
- Effective collaboration between business units to bridge the gap with segmentation
- Excellent written and verbal communication skills with a strong emphasis on attention to detail
Senior Personal Banker
ANZ
The Crossing, Tauranga
08.2022 - 12.2023
- Conduct expert analysis of a customers personal financial information relating to consumer/home lending
- Develop and maintain strong customer relationships and help them meet their financial needs through home lending. insurance and investment products
- Act as a senior referral point for other staff for more complex customer interactions
- Sound knowledge of a customers risk rofile
Banking Consultant
ANZ
Bayfair, Tauranga
12.2021 - 07.2022
- Deliver excellent customer experience, through strong communication skills and sound understanding of a customers banking needs
- Demonstrated attention to detail and ensured compliance with ANZ branch policies and procedures when dealing with a variety of different customer scenarios
- Conducted basic analysis of financial information in relation to consumer lending
Owner/Operator
Thirty One Ten CrossFit
, Tauranga
04.2019 - 11.2021
- Enhanced operational performance by developing effective business strategies, systems and procedures.
- Devised business and marketing plans and prepared monthly financial reports.
- Negotiated with vendors to gain optimal pricing on products resulting in substantial increase in profit margin.
- Set pricing structures according to market analytics and emerging trends.
- Led startup and creation of operational procedures and workflow planning.
- Executed performance reviews to encourage improved productivity for team members.
Education
Bachelor of Commerce - Management
Victoria University of Wellington
Wellington11.2014
NCEA Level 3 -
Tauranga Boys College
Tauranga12.2010
Skills
- Strong financial literacy and analytical skills
- Risk Analysis
- Attention to Detail
- Verbal and Written Communication
- Banking Policies and Procedures
- Time Management
- Relationship Building
- Task Prioritization
- Complex Information Interpretation
References
- Brett Tanner | Branch Manager, ANZ Bayfair - 021 280 0020
- Debbie Giles | Branch Manager, ANZ The Crossing - 021 281 0805
Timeline
Personal Business Manager
ANZ
01.2023 - Current
Senior Personal Banker
ANZ
08.2022 - 12.2023
Banking Consultant
ANZ
12.2021 - 07.2022
Owner/Operator
Thirty One Ten CrossFit
04.2019 - 11.2021
Bachelor of Commerce - Management
Victoria University of Wellington
NCEA Level 3 -
Tauranga Boys College
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