Summary
Overview
Work History
Education
Skills
Req Id
Job Location
Personal Information
References
Timeline
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Ying Dai (Anita)

Ying Dai (Anita)

27 Endymion Place, Halfmoon Bay,New Zealand

Summary

  • Personal Loan average 2-3/w
  • Virtual Appointment 4-6/w
  • Protects 6-7/w
  • Role Models for the last 3 month for QA.
  • High Home Loan referrals
  • building up customer base

Overview

18
18
years of professional experience

Work History

Banking Consultant

ANZ MANUKAU MALL
Manukau
01.2021 - Current
  • contribute Team Virtual Appointment to reach No 1 in Region. personal Virtual Meeting record Highest in Branch every week.
  • Professional expertise to customers to helped most customer for insurance at branch.over 150% target complete each week. personal record highest each week at brach
  • 0 customer complaint rate for this financial year. Managed customer complaints by applying HEAT resolutions skills and extensive knowledge of bank policies, products, and services.
  • Collaborated with other departments to confirm compliance with banking procedures and regulations. contingently Role Models for last 3 month QA.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Developed and maintained strong customer relationships, successfully follow up on my personal loan customer and referral to Home Loan.

Service Consultant

ANZ ST LUKES
01.2018 - 01.2021
  • Maintained high customer satisfaction standards to meet or exceed targets.
  • Handled customer issues with confidence, using complex problem solving to provide effective resolution.
  • Suggested additional services to customers in order to perform FCR.

Assistant Manager

EVERYMACH PTY Ltd
01.2015 - 06.2017
  • Successfully improved sales target from 87% to 210% for one year.
  • reach 100% customer satisfy by offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.
  • Established performance goals for employees and provided feedback on methods for reaching those milestones.

Counter Selling Consultant

Automotive Association Auckland City Quay Street
Auckland
01.2012 - 06.2015
  • reach 150% sales target every week.
  • 100%customer satisfy feedback.
  • staff training and management.

Store Manager

Deven & Babita Maharaj Ltd
Auckland
01.2006 - 07.2009

Education

Undergraduate Bachelor of Business -

Massey University
12.2011

Diploma in Business -

New Zealand College of English
12.2006

Skills

  • My strengths as a Banking Consultant are insurance, Personal Loans, and Virtual I am a proactive learner and I search for opportunities to improve my knowledge every day I am starting to observe SPBs for Home Loan appointments and set up goals for my KH self-study each week I am a great team player and fully support my team to provide better customer service Landing and sales is my passion and becoming a SPB is my goal

Req Id

55396

Job Location

New Lynn

Personal Information

Title: Senior Personal Banking Consultant

References

MaharajBabiGursimran

  • Gursimran Singh, Branch Assist Manager, 0212840007
  • Hang Che, General Manager of EVERYMACH, 0211439104
  • Dinesh Singh St Lukes ANZ Branch Manager. 09 2522514

Timeline

Banking Consultant

ANZ MANUKAU MALL
01.2021 - Current

Service Consultant

ANZ ST LUKES
01.2018 - 01.2021

Assistant Manager

EVERYMACH PTY Ltd
01.2015 - 06.2017

Counter Selling Consultant

Automotive Association Auckland City Quay Street
01.2012 - 06.2015

Store Manager

Deven & Babita Maharaj Ltd
01.2006 - 07.2009

Undergraduate Bachelor of Business -

Massey University

Diploma in Business -

New Zealand College of English

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Ying Dai (Anita)