Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

SARAH MCLEAN

Personal Banking Advisor
Hawera

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in onboarding customers, AML and TSB products and services.

Overview

17
17
years of professional experience

Work History

Personal Banking Advisor

TSB
12.2021 - Current
  • Onboarding customers AML, FAR, Code of Banking Practise, Financial advice Record keeping
  • Collaborated with colleagues to share best practices and enhance overall branch performance.
  • Educated clients on available banking products and services, ensuring they had the tools necessary to make informed decisions about their finances.

Customer Service Representative

TSB
06.2021 - 12.2021
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
  • Collaborated with team members to develop best practices for consistent customer service delivery.

Customer Service Operator and Sales Person

Kiwibank/NZ Post/Paper Plus
03.2020 - 06.2021
  • Participated in ongoing professional development opportunities aimed at enhancing the effectiveness of my role as a Customer Service Operator.
  • Delivered prompt service to prioritize customer needs.
  • Delivered exceptional service through effective communication, active listening, and empathy towards customers'' situations.

Receptionist/Office Assistant

Tommo’s Tyres Ltd
04.2019 - 03.2020

Bakery Assistant

Yarrows (The Bakers)
02.2018 - 03.2019

Commercial Cleaner

PAE
02.2015 - 02.2018

Primary Butchery

Silver Fern Farms
03.2016 - 07.2016

Café/Bar Attendant

Barries Sports Bar & Café
01.2013 - 02.2015

Relief Milker

Dairy Farm
06.2011 - 09.2012

Team Leader

Subway
12.2006 - 08.2008

Education

New Zealand Certificate in Financial Services Level 5 -

Open Polytechnic

New Zealand Certificate in Business Administration and Technology Level 3 - Business Administration

WITT

NCEA Levels 1 and 2 - undefined

Hawera High School

Skills

  • Regulatory Compliance
  • Products and Services Knowledge
  • Customer Service
  • Financial Institution Regulations
  • Recordkeeping requirements
  • Due diligence
  • Adaptability
  • Empathy
  • Integrity
  • Strong work ethic

References

  • Libby Walker, People Leader, TSB Hawera, 027
  • Ricki Lockley, Assistant Manager, TSB Hawera,

Timeline

Personal Banking Advisor

TSB
12.2021 - Current

Customer Service Representative

TSB
06.2021 - 12.2021

Customer Service Operator and Sales Person

Kiwibank/NZ Post/Paper Plus
03.2020 - 06.2021

Receptionist/Office Assistant

Tommo’s Tyres Ltd
04.2019 - 03.2020

Bakery Assistant

Yarrows (The Bakers)
02.2018 - 03.2019

Primary Butchery

Silver Fern Farms
03.2016 - 07.2016

Commercial Cleaner

PAE
02.2015 - 02.2018

Café/Bar Attendant

Barries Sports Bar & Café
01.2013 - 02.2015

Relief Milker

Dairy Farm
06.2011 - 09.2012

Team Leader

Subway
12.2006 - 08.2008

New Zealand Certificate in Financial Services Level 5 -

Open Polytechnic

New Zealand Certificate in Business Administration and Technology Level 3 - Business Administration

WITT

NCEA Levels 1 and 2 - undefined

Hawera High School
SARAH MCLEANPersonal Banking Advisor