Susan Zhang
New Zealand
Summary
I am a senior banking professional with a background in accounting and finance, proven experience in all aspect of retail banking, including lending, compliance, retention, complaints, extra care customer, customer base growth and management when required.
Overview
8
8
years of professional experience
Work History
Personal Manager
Westpac
07.2022 - Current
- Screening new clients through Nature and Purpose and AML/CFT guidelines to avoid potential fraudulent activities.
- Success in working through applications in a fast pace environment whilst adhering to our compliance.
- Led branch sales initiatives to drive revenue growth while maintaining high levels of customer satisfaction.
- Owning the moment with critical thinking to break down problems, evaluate solutions and make decisions
Banking Specialist
Westpac
08.2019 - 07.2022
- Maintained excellent client relations, resulting in increased referrals and repeat business.
- Managed risk effectively by conducting thorough credit assessments and adhering to established lending guidelines.
- Identified customer desires and goals through needs-based sales tactics.
Customer Service Representative
Westpac
02.2016 - 08.2019
- Accepted Cheques, made withdrawals and created new Term Deposits.
- Performing banking transactions, identifying customers needs and resolving issues.
- Promoted banking products, programmes, services and promotions.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Education
BBA - Accounting And Finance
Auckland University of Technology
Auckland, NZ11.2018
Skills
- Communication
- Problem-Solving
- Decision-Making
- Analytical and Critical Thinking
- Customer Service
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
Additional Information
References available upon request
Timeline
Personal Manager
Westpac
07.2022 - Current
Banking Specialist
Westpac
08.2019 - 07.2022
Customer Service Representative
Westpac
02.2016 - 08.2019
BBA - Accounting And Finance
Auckland University of Technology
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