Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
Generic

Susan Zhang

Auckland,Otara

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Devoted to helping our community prosper and grow.

Overview

8
8
years of professional experience

Work History

Personal Manager

Westpac
Botany Town Centre, Auckland
11.2022 - Current
  • Outreaching to communities to facilitate workshops how to manage your money and first home buyers
  • Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
  • Provided guidance and support to junior staff members on complex banking matters.
  • Reviewed and approved loan applications for portfolio customers.
  • Seeking opportunities to grow our housing book.
  • Monitored and managed the daily activities of branch in absent of a Bank Manager.
  • Motivated the team to achieve our business goals and praising team members for their individual success.

Banking Specialist

Westpac
Botany Town Centre, Auckland
08.2019 - 11.2022
  • New Customers - Making sure they comply with our AML policies.
  • Onboarding New Customers - Making sure they comply with our AML policies.
  • Lead calling - Touching base with customers to make sure their banking is going smoothly.
  • Lending - Helping customers apply for finance to achieve their goals, going through applications, checking their credit history.

Customer Service Representative

Westpac
Botany Town Centre, Auckland
02.2016 - 08.2019
  • Accepted checking and savings deposits and made
    withdrawals.
  • Performed customer banking transactions, identifying and servicing customer needs and resolving issues.
  • Promoted bank products and services to further enhance customer relationships.
  • Maintained knowledge of banking products, programs, services and promotions.

Education

BBA - Accounting And Finance

Auckland University of Technology (AUT)
Auckland
11-2018

Skills

  • Communication
  • Teamwork and Collaboration
  • Problem-Solving
  • Decision-Making
  • Flexible and Adaptable

Accomplishments

  • Invited to Local Legend 2023 - One Team
  • Invited to Annual Legends 2020 - One Team
  • 3 Monthly Legends Emerging Leader Nov 2019, Best Customer Outcome Mar 2020, One Team Apr 2020
  • 2 Local Legends One Team Mar 2020 and One Team Sep 2020
  • 2 High Achievers Lunch Q2 and Q3 2019

References

References available upon request.

Timeline

Personal Manager

Westpac
11.2022 - Current

Banking Specialist

Westpac
08.2019 - 11.2022

Customer Service Representative

Westpac
02.2016 - 08.2019

BBA - Accounting And Finance

Auckland University of Technology (AUT)

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Susan Zhang