Tania Maree Graham
Taumarunui,Taumarunui
Work Preference
Summary
Versatile banking specialist and administrator/customer service with over 35 years of experience. Proven track record of supporting customers through complex financial transactions and achieving monthly performance targets. Actively contributes to local initiatives, strengthening community ties and enhancing service delivery.
Overview
40
40
years of professional experience
Work History
Banking Specialist
Westpac Bank
Taumarunui
08.2021 - 07.2026
- Employed as a Banking Specialist for 5 years at Westpac Taumarunui supporting Business, Organisational & Personal Customers.
- Secured lending qualification level Cal 2, enhancing ability to assist customers with financing solutions.
- Assisted customers with cash transactions, account openings, insurance inquiries, Kiwisaver details, financial stress management, and lending opportunities.
- Managed cash handling, customer counter service, compliance, and achieved monthly targets.
- Conducted banking support appointments for individual, organization, and business customers – both face-to-face and over the phone.
- Initiated outbound calls to respond to inquiries and promote banking products and services, enhancing customer engagement.
- Westpac Call Centre – 0800 – Weekly timeslot
- Organised and supported yearly Westpac local Chopper appeal
- Participated in Volunteer hours with various Community groups
Administrator
Rata St Pre-School
Taumarunui, Taumarunui
01.2010 - 07.2021
- Managed office administration as sole administrator, collaborating with head teacher, teaching staff, staffing committee, and parents/whānau to ensure smooth operations.
- Coordinated daily operations at independent early childhood centre, ensuring compliance with educational standards and supporting staff in delivering quality education.
- Executed reception duties as first point of contact for parents, whānau, and children while facilitating communication with local and government agencies.
- Entered daily student data into the Apt Software system and organized files.
- Banking reconciliation/Emails/Correspondence/Typing/Microsoft Suite/Use of Banklink/Xero programme Finance coding/GST/Min of Education regulatory requirements/Governance Policy review & Strategic Planning/Philosophy updates/Budget Finance updates/Processing weekly reconciliation of Creditors/Debtors/Staff Rosters/Collation of Staff & Committee meeting documentation including Agenda/Minutes/Banking/Stationery & resource ordering/Wage timesheets
Administrator
Tarrangower Kindergarten
01.2003 - 01.2010
- Previously employed as Administrator 21 hrs per week – 15 Administrator/6 hrs Teacher support
- Managed office administration independently, collaborating with Head Teacher, teaching staff, committee, parents, whānau, and children.
- Coordinated administration tasks, managing banking, liaising with government agencies, and documenting minutes for cluster area meetings.
- Central North Island Kindergarten Association
Area Clerk/Secretary
King Country Farmers Livestock
01.1999 - 01.2003
- Managed office operations, coordinated debtor and creditor accounts, processed livestock transactions, and reconciled Excel spreadsheets for accurate commission payments.
- Coordinated schedules for livestock auctions and events efficiently.
- Processed livestock documentation and ensured accuracy of records.
- Assisted customers with inquiries and provided information on livestock services.
Combined Secretary/Treasurer
Taumarunui Saleyards
01.1999 - 01.2002
- Managed documentation for agents, including correspondence, weekly wages, IRD, PAYE returns, banking, and GST, ensuring compliance and accuracy.
- Managed daily administrative tasks at Taumarunui Saleyards efficiently.
- Coordinated schedules and appointments for staff and stakeholders effectively.
- Maintained accurate records of livestock sales and transactions systematically.
Area Clerk/Sales person
Farmlands
Taumarunui
01.1995 - 01.1996
- Oversaw daily operations of Taumarunui branch office, managing debtors, creditors, and sales activities to ensure smooth functioning.
- Facilitated efficient and accurate processing of customer transactions.
- Supported customers in product selection and addressed inquiries to enhance their shopping experience.
- Maintained inventory records for agricultural supplies and equipment.
Senior Administrator Office Manager
Elders Pastoral
01.1993 - 01.1995
- Managed administrative operations for livestock management and production processes.
- Oversaw scheduling and logistics for transportation of livestock and supplies.
- Coordinated communication between departments to enhance workflow efficiency.
- Supervised junior clerk, ensuring smooth office operations and adherence to procedures./Complete charge of office/Customer service/Coordinated orders with vendors to ensure timely stock availability for operations./Monthly Creditors/Debtors/Banking/Branch wages/Executed typing tasks for reports and correspondence./Livestock area accounts/Processed customer sales efficiently, enhancing overall transaction experience./Mail – Elders Awards
Banking Officer
ANZ Bank
Taumarunui/Hamilton
01.1990 - 01.1993
- Handled customer inquiries about banking services and account details, enhancing client satisfaction.
- Assisted clients with account openings and loan applications efficiently.
- Executed transactions with precision, maintaining compliance with banking regulations to ensure operational integrity.
- Customer service officer/Supervised daily banking operations at teller line.
Office Clerk
King Country Motors
01.1987 - 01.1990
- After school/Holiday job employed by Graham Hopkinson
Education
Westpac Lending Qualification - Cal 2,3,4,5
Westpac
Taumarunui, NZCertificate in Information Communication Technology L3 - Computer Applications
Wintec
Certificate Computer Applications L2 -
Wintec
6th Form Certificate - Maths, English, Computers, Typing, Economics
Taumarunui High School
Taumarunui, NZ5th Form Certificate - English, Maths, Typing, Economics, Science, Accounting
Taumarunui High School
Taumarunui, NZSkills
- Quality assurance
- Policy compliance
- Budget management
- Competent in Microsoft Suite / data input
- Proficiency in Microsoft
- Attention to detail
- Effective communication
- Good time management and organizational skills
- Excellent time management
- Meeting organization
- Confidence in producing rosters/meeting targets
- Administrative experience
- Extensive admin experience
- Thrive on challenges and can work individually or in collaborative team environment
- Leadership
- Reliability
- Uses initiative
- Critical holistic thinker
- Diligence
- Positive attitude
- Respect for all cultures
- Cultural knowledge
- Empathy
- Community involvement
- Honesty
Sporting
- C Grade Taumarunui Squash Club Team Representative Interclub/Regional/National Squash Superchamps
- Member of Trust Waikato Pool
Whanau
Deon Graham, Dannielle Graham, Aimee Graham
Community Service
- Organiser yearly Westpac Chopper Appeal – Co-ordinator yearly Fundraising activities – 2026 Hangi, Housie evening, Silent Auction, Raffles
- Member of Womens Evening Social Group
- Past Finance Officer Rata St Pre-School Committee
- Member FENZ (Fire Emergency NZ) Volunteer Squash Committee
- Past Secretary (15 yrs) Manunui Volunteer Fire Brigade
- Taumarunui High School Japan Fundraising Committee 2015/2017
- BoT elected Representative Taumarunui High School 3 yrs 2016-2019
- BoT elected Representative Turaki School 3 yrs 2010-2013
- Past Committee Member Taumarunui Rugby Sports Club
- Past Committee Member Taumarunui Squash Club
- Past Committee Member Taumarunui Netball Club/Rep Team Co-ordinator Yr 7/8 U15 Team Manager
- Past Committee Member Taumarunui Amateur Athletics Club – Funding Co-ordinator
- Past Treasurer/Secretary Committee Member Junior Soccer Club
- Past Turaki School PTA/Health group Chairperson 5 years
- Past Tarrangower Kindergarten Committee 2002-2010
Working Relationships
- Support and maintain positive relationships/Whanaungatanga
- Interaction with local agencies/Government departments
- Culturally responsive/respective/empathetic/supportive towards people of all different ages, cultures and backgrounds
Personal Information
- Hobbies: Emerging myself in new cultures and countries: I enjoy experiencing new countries and exploring NZ with whanau and friends, Sports/Outdoor recreational activities: Keeping a balance and maintaining fitness enables me to participate in various Squash activities both individually and in a team, Walking and appreciating our local area, Regular attendance at pool
- Date of Birth: 04/22/74
Pepeha
Ko Tainui te waka
Ko Ruapehu te Maunga
Ko Taupiri te Maunga
Ko Whanganui te awa
Ko Tainui te iwi
Ko Ngati Mahuta te hapu
Ko Taupiri te marae
Ko Graham toku ingoa whanau
Ko Summers toku ingoa whanau
Ko Tania toku ingoa
Timeline
Banking Specialist
Westpac Bank
08.2021 - 07.2026
Administrator
Rata St Pre-School
01.2010 - 07.2021
Administrator
Tarrangower Kindergarten
01.2003 - 01.2010
Area Clerk/Secretary
King Country Farmers Livestock
01.1999 - 01.2003
Combined Secretary/Treasurer
Taumarunui Saleyards
01.1999 - 01.2002
Area Clerk/Sales person
Farmlands
01.1995 - 01.1996
Senior Administrator Office Manager
Elders Pastoral
01.1993 - 01.1995
Banking Officer
ANZ Bank
01.1990 - 01.1993
Office Clerk
King Country Motors
01.1987 - 01.1990
Westpac Lending Qualification - Cal 2,3,4,5
Westpac
Certificate in Information Communication Technology L3 - Computer Applications
Wintec
Certificate Computer Applications L2 -
Wintec
6th Form Certificate - Maths, English, Computers, Typing, Economics
Taumarunui High School
5th Form Certificate - English, Maths, Typing, Economics, Science, Accounting
Taumarunui High School