Umer Ali
Totara vale,New Zealand
Summary
Detail-oriented Bachelor of Commerce student majoring in Accounting with a strong focus on financial analysis and reporting. Practical experience in banking operations gained through a part-time role at Concentrix. Xero Bronze Partner certification and managing UA Accounting in Auckland while pursuing CPA certification underscore commitment to professional development.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Customer Service Representative
Concentrix
Freemans Bay
03.2024 - Current
- Resolved customer complaints by identifying issues and implementing effective solutions.
- Assisted customers with account inquiries and processed transactions, ensuring timely and accurate service.
- Guided customers in effectively using mobile applications and online banking services, enhancing their overall experience.
- Documented customer interactions in CRM system to ensure accurate record-keeping.
- Conducted efficient account openings, closings, and updates for customer accounts.
- Collaborated with team members to streamline branch operations and improve service delivery.
- Maintained compliance with banking regulations and internal policies consistently.
Customer Service Representative
Z
Auckland, New Zealand
01.2023 - 11.2023
- Resolved customer complaints swiftly and professionally, minimizing escalations and maintaining customer trust.
- Identified customer needs and delivered personalized solutions, boosting customer loyalty and satisfaction.
- Advised customers on product features, increasing purchases and overall satisfaction.
- Developed and enforced customer service protocols, ensuring consistent policy compliance and service quality.
Education
High School Graduation - National Certificate of Educational Achievement of Level 2 with Excellence, National Certificate of Educational Achievement of Level 3, University Entrance
Westlake Boys High School
Auckland12-2023
Openground - Entrepreneurship
Westlake Boys High School
Auckland11-2023
Barista STAR Course -
Crown Institute of Technology
Auckland, New Zealand07-2022
Skills
- Customer service
- CRM software
- Technical troubleshooting
- Problem solving
- Process improvement
- Team collaboration
- Effective communication
- Decision making
- Adaptability
- Stress management
- Conflict resolution
- Rapid learning
Hobbies and Interests
- Social Networking
- Car detailing
- Team Working
- Video Games
- Driving
Personal Information
- Date of Birth: 21/11/2005
- Nationality: New Zealand Resident
- Driving License: Full New Zealand Driver's License
Certification
- Xero L1 certified associate
- Xero L2 certified professional
- Xero Migration specialist
- Xero Bronze Partner
- LinkedIn Project Management Foundations: Requirements
- LinkedIn Introduction to Prompt Engineering for Generative AI
Accomplishments
- Graduated from Westlake Boys' High School with University Entrance.
- Awarded National Certificate of Educational Achievement at Levels 1, 2, and 3.
Affiliations
- Football
- Golf
- Social Networking
- Car Detailing
- Teamworking
- Problem-solving
Timeline
Customer Service Representative
Concentrix
03.2024 - Current
Customer Service Representative
Z
01.2023 - 11.2023
High School Graduation - National Certificate of Educational Achievement of Level 2 with Excellence, National Certificate of Educational Achievement of Level 3, University Entrance
Westlake Boys High School
Openground - Entrepreneurship
Westlake Boys High School
Barista STAR Course -
Crown Institute of Technology