Open To Work
Tracy Tufala
Papakura,New Zealand
Summary
Eight years of experience in frontline banking and finance, assisting clients in achieving financial goals. Proven skills in accuracy and attention to detail, complemented by ongoing education in bookkeeping. Demonstrated ability to thrive in fast-paced environments while effectively utilizing transferable skills. Seeking new challenges to leverage expertise in financial services and client support.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Member Services Consultant
First Credit Union
East Tamaki
10.2023 - Current
- Processed banking transactions and handled cash, ensuring accurate daily cash balance reconciliations.
- Delivered effective customer service at the frontline, engaging with clients through email and phone communications.
- Onboarded new membership applications (AML/KYC) and conducted cloud checks for new members using staff portal.
- Term Investments
- Facilitated loan sign-up processes and provided documentation support to ensure compliance.
- Facilitated loan sign-ups and supported clients and team with comprehensive documentation.
Member Service / Lender
Fisher & Paykel Healthcare
High Brook
07.2017 - 09.2023
- Customer face to face, email and on the phone
- Cash handling of large amounts and cash count & reconciliation of all on-site Cafe banking / Banking finance transactions and other general duties.
- Insurance requests and claims, MV, life & loan minder
- New Membership Accounts and Term Deposits (AML)
- Lending assessments and approvals within my delegated authority up to $30K secured and $5K unsecured.
- Credit checks, MV checks and registering on PPSR.
Business Owner
Tracy’s Flowers & Gifts
Papatoetoe, Auckland
04.2015 - 07.2016
- Managed cash flow and accounts to ensure financial stability.
- Delivered exceptional customer service while selling fresh flowers, plants, and gift baskets.
- Created floral arrangements and maintained inventory by purchasing stock.
- Executed marketing strategies to promote business growth.
Lending Manager – Head Office
Aotearoa Credit Union
Botany Junction
05.2013 - 10.2014
- Processed documentation promptly to meet organizational deadlines.
- Ensured adherence to established KPIs and industry standards.
- Managed CRM system to maintain accurate data records.
- Conducted credit and vehicle checks for loan approvals.
- Evaluated loan eligibility and approved applications accordingly.
- Trained staff on operational procedures and best practices.
Operations Support
Aotearoa Credit Union
Botany Junction
11.2010 - 05.2013
- Assessed customer overdraft applications for compliance with policy guidelines.
- Administered funeral insurance claims and oversaw life insurance processes.
- Delivered relief support to administrative assistant, ensuring smooth workflow.
- Collaborated with CEO, finance manager, and operations manager on various projects.
Administration Manager
Aotearoa Credit Union
Botany Junction, Auckland
02.2006 - 10.2009
- Resolved customer inquiries promptly, ensuring high-quality service delivery.
- Maintained CRM database through precise data entry practices.
- Engaged with third parties to support efficient customer transactions.
- Performed audits and cash spot checks at seven Auckland branches to ensure compliance.
- Functioned as a key resource for staff, offering guidance and support.
- Assumed additional responsibilities based on operational demands.
Branch Manager
Aotearoa Credit Union
Botany Junction, Auckland
02.2003 - 02.2006
- Coach and inspire branch staff and regular teller duties
- Build up branch by increasing new Membership
- School banking collection
- Insurance Quotes and Policies
- Handling Member Complaints
- Loan applications / sign-ups
Education
Home Ownership Education Certificate -
Housing New Zealand
Auckland01-2009
Credit Union Management Education and Development -
New Zealand Association of Credit Union
Auckland01-2007
Certificate - Bookkeeping Foundations
The Learning Cloud
Auckland, NZ04-2026
Skills
- Customer service and support
- Cash handling and transaction processing
- Loan processing and account reconciliation
- Data entry and document processing
- Team collaboration and member onboarding
References
References are available on request
Hobbies and Interests
- Spending time with friends & family
- Floral Art and creating gift baskets
- Gardening / Planting
- Crossword puzzles
Volunteer Experience
Annual Volunteer, National Heart Foundation, Collecting Donations for the Foundation, Engaging with the community, Customer service
Training Education
- Compliance Training Modules, Auckland, 02/01/25 - 11/30/25, SL Anti-money Laundering and Countering the Financing of Terrorism NZ (AML), SL NZ CCCFA, SL Fraud Awareness NZ, SL NZ Privacy
- Unlocking KiwiSaver Webinar, Auckland, 07/01/24
- FSCL Financial Elder Abuse, Auckland, 05/01/24
- Home Ownership Education Certificate, Housing New Zealand, Auckland, 01/01/09
- Credit Union Management Education and Development, New Zealand Association of Credit Union, Auckland, 26/01/2007
Certification
Credit Union Management Education and Development
Work Preference
Job Search Status
Open to workWork Type
Full TimeSalary Range
$65000/yr - $200000/yrTimeline
Member Services Consultant
First Credit Union
10.2023 - Current
Member Service / Lender
Fisher & Paykel Healthcare
07.2017 - 09.2023
Business Owner
Tracy’s Flowers & Gifts
04.2015 - 07.2016
Lending Manager – Head Office
Aotearoa Credit Union
05.2013 - 10.2014
Operations Support
Aotearoa Credit Union
11.2010 - 05.2013
Administration Manager
Aotearoa Credit Union
02.2006 - 10.2009
Branch Manager
Aotearoa Credit Union
02.2003 - 02.2006
Home Ownership Education Certificate -
Housing New Zealand
Credit Union Management Education and Development -
New Zealand Association of Credit Union
Certificate - Bookkeeping Foundations
The Learning Cloud