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
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