Rebecca Holsted
Auckland
Summary
Home Ownership Specialist at ASB with a proven track record of exceeding lending targets and delivering exceptional customer service. Strong knowledge of ASB lending and products. Skilled in problem-solving from dealing with complex lending application. Committed to continuous professional development. I have a passion for helping our customers achieve their financial goals. I am now looking for the next step in my career.
Overview
17
17
years of professional experience
Work History
Home Ownership Specialist With Third Party
ASB
07.2021 - Current
- Exceeded monthly lending targets consistently.
- Assisted advisors in managing complex loan applications, expediting processing time and ensuring timely approvals.
- Provided exceptional customer service by addressing advisors inquiries promptly and professionally.
- Participated in ongoing training through lend a hand sessions to enhance professional skills and stay current with industry best practices.
- Monitored pipelines to track and log status of loans.
- Processed loan applications and monitored progress from start to finish.
- Negotiated loan terms, pricing and conditions with advisors to secure best deal.
Premium Relationship Manager
ASB
03.2015 - 07.2021
- Conducted regular portfolio reviews with customers, identifying opportunities for improvement and growth.
- Educated clients on various banking products and services.
- Assisted clients in achieving their long-term financial goals through completing financial reviews and offering recommendations.
- Generated revenue growth by cross-selling additional products and services based on client needs.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Maintained knowledge on banking products and distribution to provide excellent customer service.
- Participated in staff meetings to discuss innovative strategies to improve services.
Personal Banker
ASB
09.2012 - 03.2015
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Generated new business by conducting thorough financial reviews and offering tailored products to clients.
- Promoted financial products by maintaining excellent service offering knowledge.
Banking Customer Service Officer
ASB
02.2008 - 09.2012
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Responded to customer requests for products, services, and company information.
Skills
- Expert problem solving
- Analytical thinking
- A strong understanding of retail financial services and banking products
- Excellent communication and relationship skills
- Excellent verbal and written communication
- Excellent relationship building through dealing with advisors and being an account manager
- Teamwork and collaboration
- Self motivative
- Organisational skills through daily planning
Timeline
Home Ownership Specialist With Third Party
ASB
07.2021 - Current
Premium Relationship Manager
ASB
03.2015 - 07.2021
Personal Banker
ASB
09.2012 - 03.2015
Banking Customer Service Officer
ASB
02.2008 - 09.2012
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