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
2021.12 - 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
2021.06 - 2021.12
- 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
2020.03 - 2021.06
- 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
2019.04 - 2020.03
Bakery Assistant
Yarrows (The Bakers)
2018.02 - 2019.03
Commercial Cleaner
PAE
2015.02 - 2018.02
Primary Butchery
Silver Fern Farms
2016.03 - 2016.07
Café/Bar Attendant
Barries Sports Bar & Café
2013.01 - 2015.02
Relief Milker
Dairy Farm
2011.06 - 2012.09
Team Leader
Subway
2006.12 - 2008.08
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
2021.12 - Current
Customer Service Representative
TSB
2021.06 - 2021.12
Customer Service Operator and Sales Person
Kiwibank/NZ Post/Paper Plus
2020.03 - 2021.06
Receptionist/Office Assistant
Tommo’s Tyres Ltd
2019.04 - 2020.03
Bakery Assistant
Yarrows (The Bakers)
2018.02 - 2019.03
Primary Butchery
Silver Fern Farms
2016.03 - 2016.07
Commercial Cleaner
PAE
2015.02 - 2018.02
Café/Bar Attendant
Barries Sports Bar & Café
2013.01 - 2015.02
Relief Milker
Dairy Farm
2011.06 - 2012.09
Team Leader
Subway
2006.12 - 2008.08
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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