Sachin Ranasinghearachchi
Auckland,AUK
Summary
Well-qualified banking leader focused on supporting team and company success. Proficient in mentoring staff, improving processes, and resolving conflicts. Detail-oriented and proactive with excellent problem-solving skills and proven success in achieving sales and service targets.
Overview
2
2
years of professional experience
Work History
Personal Banking Consultant
ASB
Glenfield, Auckland
04.2024 - Current
- Assisted customers with opening new accounts and applying for loans or credit cards.
- Monitored daily transactions and ensured compliance with applicable laws and regulations pertaining to banking activities.
- Evaluated loan applications based on creditworthiness criteria set by the bank.
- Maintained relationships with key customers through regular communication.
- Generated leads through networking events, referrals and cold calling prospects.
Executive Customer Service Officer
ASB
St. Luke's , Auckland
04.2024 - 04.2024
- Assessed customer identification documents according to AML and KYC guidelines.
- Performed periodic reviews of existing customer accounts to ensure compliance with AML policies.
- Assisted customer with their first home and retirement goals with KiwiSaver
Customer Service Officer
ASB
St. Luke's, Auckland
11.2022 - 04.2024
- Provided customer service in a courteous and professional manner.
- Answered customer inquiries via telephone, email and face-to-face contact.
- Educated customers on products and services offered by the company.
Education
Bachelor of Business - Finance
Auckland University of Technology
Auckland08-2024
Skills
- Loan Processing
- Financial Planning
- Employee Training Assistance
- Products and Services Knowledge
- Loan Closing
- Persuasive communication style
Accomplishments
- Rising star award - Personal banking Consultant
Timeline
Personal Banking Consultant
ASB
04.2024 - Current
Executive Customer Service Officer
ASB
04.2024 - 04.2024
Customer Service Officer
ASB
11.2022 - 04.2024
Bachelor of Business - Finance
Auckland University of Technology
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