Summary
Overview
Work History
Education
Skills
Timeline
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Rose-Maureen Paulger

Hawera

Summary

Hardworking and passionate job seeker with strong organizational skills ready to be apart of a cohesive team. Collaborative leader who is dedicated to having strong relationships with coworkers that will promote an engaged and empowering work culture.

Overview

11
11
years of professional experience

Work History

Office Manager /Managing Director

EP Master Plaster Ltd
01.2014 - Current
  • Administrating Payroll
  • GST filing
  • Handling work schedules and liaising with contractors
  • Quoting and Invoicing
  • Heath and Safety
  • HR Responsibilities for Staff
  • XERO experience of software

Finance Advisor

TSB Bank
01.2015 - 01.2023
  • Stayed current with industry trends and regulations, ensuring the delivery of accurate information and up-to-date guidance for clients.
  • Facilitated presentation and recommendation of services by optimizing client relationships.
  • Ensured compliance with regulatory standards by maintaining detailed records of client interactions and transactions while adhering to strict privacy guidelines.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Helped clients make informed decisions about financial future.
  • Updated clients on changes in tax laws and other regulations affecting investments.
  • Monitored and updated financial plans to comply with client goals.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Strengthened communication skills through regular interactions with others.
  • Self-motivated, with a strong sense of personal responsibility.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Passionate about learning and committed to continual improvement.
  • Monitored pipelines to track and log status of loans.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Examined customer loan applications for loan approvals and denials.
  • Educated customers on loan options and requirements, helping them navigate complex application processes with ease.
  • Effectively managed time-sensitive tasks by prioritizing deadlines according to urgency while maintaining accuracy in documentation preparation.

Bank Supervisor

TSB Bank
01.2014 - 01.2015
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Assessed employee performance and developed improvement plans.
  • Conducted regular audits to maintain the security of financial records, systems, and processes.
  • Supported the development of staff members by providing ongoing feedback, guidance, and mentorship.
  • Improved customer satisfaction by efficiently managing and resolving customer inquiries and concerns.
  • Trained employees to TSB standards by conducting mentoring sessions and continued support to them.

Bank Consultant

TSB Bank
01.2013 - 01.2014
  • Enhanced communication among team members, fostering a collaborative and supportive work environment.
  • Supported clients with term investments, insurances and general banking.
  • Managed client relationships through regular check-ins and updates on project progress.
  • Evaluated client needs and expectations, establishing clear goals.
  • Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.

Education

LEVEL 5 - Financial Services Residential Property Lending

Open Polytechnic of New Zealand
Lower Hutt, NZ
06.2023

Whanganui High School
Whanganui, NZ
2005

Skills

  • Sales expertise
  • Budget Administration
  • Financial Budgeting
  • Honest and Dependable
  • Approachable and customer focused
  • Ultimate Multi-tasker
  • Excellent time management skills
  • Team Player
  • Financial Advising
  • Analytical Thinking
  • Loans
  • Cash Management Strategies
  • Banking
  • Customer Referrals
  • Cash Handling
  • Risk Assessment

Timeline

Finance Advisor

TSB Bank
01.2015 - 01.2023

Office Manager /Managing Director

EP Master Plaster Ltd
01.2014 - Current

Bank Supervisor

TSB Bank
01.2014 - 01.2015

Bank Consultant

TSB Bank
01.2013 - 01.2014

LEVEL 5 - Financial Services Residential Property Lending

Open Polytechnic of New Zealand

Whanganui High School

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Rose-Maureen Paulger