Personal Business Manager

• Apr 2022 - Present

● Named as Star of the Month ‘February and October’ and Star of the Quarter Q4 in the Provincial Southern Region.● Managing a portfolio of Small and Medium Business Owners, Company Directors in the Provincial Southern Region.● Mentoring Senior Personal Bankers and Banking Consultants on complex credit applications and guidance on Customer Due Diligence (CDD)● Providing advice and tailored solutions through ANZ’s range of products, personal and business-related products to clients and help them achieve their business and personal goals.● Credit Writing –Gather and analyse clients’ financial data to evaluate risk/affordability/financial position of clients’ credit application then writing a recommendation based on the findings of the data.● Collaborate with the Customer Lending Assessment team to make recommendations outside of credit policy.● Successfully earned Credit Approval Discretion (CAD) for secured lending (up to $2,000,000). Show less

Senior Personal Banker

• Jan 2022 - Apr 2022

Banking Consultant

• May 2021 - Jan 2022

● Named as the STAR of the month for September 2021.● Applied ‘Know Your Customer’ policy during the customer due diligence process in accordance with the ANZ and NZ policies and laws relating to Anti-Money Laundering (AML) and Countering Financing of Terrorism Act (CFT).● Provide exceptional customer experience by delivering positive outcome (via Salesforce) and through A-Z Reviews while demonstrating strong relationship and networking skills to meet the needs of customers.● Successfully earned Credit Approval Discretion (CAD) for unsecured lending (up to $40,000).● Respond to queries by email, telephone, or mail within one 1 business day. Show less

Bonus Bonds Officer

• Sep 2020 - May 2021

● Apply ‘Know Your Customer’ policy during the customer due diligence process in accordance with the ANZ and NZ policies and laws relating to Anti-Money Laundering (AML) and Countering Financing of Terrorism Act (CFT).● Managing cash in rejects where payment could be made and consulting with customer and branch for resolution and payment to the customers.● Process high value payments to customer accounts while maintaining 96% efficiency using My Bonus Bonds Registry.● Respond to queries by email, telephone, or mail within one 1 business day.● Maintain and reconcile database records and information for Bonus Bond holders across New Zealand. Show less

Account Officer

• Mar 2020 - Sep 2020

Southern DHB is responsible for planning, funding and providing all publicly funded health care services for the Southern district. We have hospitals in Dunedin, Wakari (Dunedin), Invercargill and Queenstown. We also contract health services from rural hospitals, our primary health organisation, pharmacies, aged residential care facilities and much more. Southern DHB is governed by a Commissioner Team appointed by the Minister of Health. Its operations are led by an Executive Leadership Team and it is advised by a Clinical Council, as well as the other advisory bodies of the Southern Health system. My job responsibilities are; ● Maintained and reconciled accounting records and information for 15 locations in Otago and Southland Region. ● Improved payment delays by 20% by analyzing the most common invoice entry errors using a 3-way system. ● Cleared out more than $200,000 in back log invoices by restoring vendor relationships and organizing payables. ● Managed to input over 130 invoices daily (30% above average) totaling an average of $500K+ without errors using Oracle Financials. Show less

Night Auditor

• Jan 2019 - Dec 2019

Part of the Front Office Team in helping the hotel delivering outstanding customer service to ensure customers have a wonderful stay at the hotel. I am in charge of reviewing all daily sales transactions of the front office and food and beverage outlets and record any variances. My overall day to day job includes:- - Utilize Excel and information database platform to manipulate raw data output into meaningful projections; ad-hoc reporting and sales log. - Responsible for nightly audits to reconcile revenue and expense transactions into financial reports using Excel, SAP and Opera. - Maintain 100% accuracy while completing cash, cheque and credit card transactions. - Ensure security and safety of the hotel at all times. - Manage hotel legal requirements in terms of safety and operation. - Assist in reception and reservations as required from time to time. Show less

Audit Associate

• Jan 2017 - Dec 2017

I actively developed my technical skills on the job and formal training sessions. Besides, I have made strong working client relationships for my firm and this helped me to improve my communication skills to interact with more clients. I have handled more than 10 clients during the period and the clients are very happy with the services that they received. Other than that I can identify and communicate engagement issues in a timely and organized manner. I would ensure every time that I meet a client, the meeting would be beneficial to both parties. I can also assist my managers to develop new business proposals, budgets and fee quotes for the firm. In relation to my Audit Associate position, I can work as an effective team member to complete project components and assigned tasks given by my team leaders. Show less

Accounting Intern

• Jan 2016 - Dec 2016

My first working experience in an office setting and I was able to organize myself and learn how to do basic accounting entries. In the duration of three months, I learned how to deal with clients and progressively improve my technical accounting skills. I am responsible to provide compliance and advisory by preparing accounting, tax and management information for clients. My overall day to day job includes :- - Use the MYOB accounting software for bookkeeping transactions - Deal with clients on how to improve their businesses - Prepare financial statements for clients - Prepare GST filing systems for my clients Show less