Summary
Overview
Work History
Education
Skills
Languages
Additional Information
Timeline
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Mele Pooi

Manurewa,AUK

Summary

Accomplished Banking Specialist with a proven track record at Westpac Bank NZ, adept in cash handling and management, and renowned for enhancing customer satisfaction. Leveraged financial reporting and empathetic client relations to boost referrals and repeat business, showcasing a unique blend of technical expertise and interpersonal skills.

Overview

16
16
years of professional experience

Work History

Banking Specialist

Westpac Bank NZ
03.2019 - Current
  • Successfully resolved complex customer complaints, demonstrating empathy and professionalism throughout the process.
  • Maintained excellent client relations, resulting in increased referrals and repeat business.
  • Increased customer satisfaction by providing personalized banking solutions and exceptional service.
  • Managed risk effectively by conducting thorough credit assessments and adhering to established lending guidelines.
  • Presented products and services to customers using in-depth knowledge to answer questions.
  • Assisted clients in achieving their financial goals through expert guidance on savings, investments, and loans.

Banking Consultant

Westpac Banking
02.2013 - Current
  • Extended and sustained relationships with customers to maintain and grow business.
  • Worked with customers to procure updated financial information on continuous basis.
  • Acquired collateral documents to be utilized as security on loans in accordance with banking policies.
  • Communicated lending decisions to customers.

Customer Officer

Westpac Banking
10.2010 - Current
  • Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
  • Collaborated with cross-functional teams to address complex customer concerns and provide comprehensive solutions.
  • Managed high call volume while maintaining a professional and empathetic demeanor.
  • Consistently met or exceeded performance metrics established by management while maintaining a strong focus on delivering outstanding client experiences.
  • Reduced customer complaints by implementing new strategies for issue prevention and management.
  • Assisted colleagues as needed in cases requiring additional expertise or support.

Bank Teller

Westpac Banking
04.2008 - Current
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Processed customer transactions promptly, minimizing wait times.
  • Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
  • Counted and packaged currency and coins.

Education

No Degree - National& International Level 2 &Level 3 Tourism

BEST TRAINING
Manukau, NZ
11.2005

Skills

  • Data Processing
  • Cash handling and management
  • Branch operations
  • Financial Reporting
  • Banking product sales
  • Bank services
  • Account Updates
  • Payment Processing
  • Investment Advisory
  • Debt Restructuring
  • Loan Processing

Languages

Tonga
Native or Bilingual

Additional Information

Referee

Business

Rob Gallagher 027 4465903


Personal

Melinda Seal 021 740 772

Timeline

Banking Specialist

Westpac Bank NZ
03.2019 - Current

Banking Consultant

Westpac Banking
02.2013 - Current

Customer Officer

Westpac Banking
10.2010 - Current

Bank Teller

Westpac Banking
04.2008 - Current

No Degree - National& International Level 2 &Level 3 Tourism

BEST TRAINING
Mele Pooi