Experience

Wanfuteng Bank
• Vanuatu
• Banking
• 1 - 100 Employee
• Lending Sales

  • Sep 2021 - Present


ANZ

• Australia
• Banking
• 700 & Above Employee

• Relationship Manager

  • Jul 2017 - Jul 2021

  ➢ Assist clients with banking products and services by managing the customer relationship with the bank. ➢ Meet assigned sales target through the needs based introduction and proactive cross-selling of banking products ➢ Meet assigned customer acquisition targets through proactive solicitation of new customers and seeking referrals from existing customers to corporate them.➢ Deliver an outstanding experience to our customers.➢ Contacting and providing market updates, portfolio review and financial needs analysis to customers➢ Engaging customers and introduce digital channels held by each client under portfolio in ensuring customer objectives are met➢ Adhere to banks compliance policy and ensure all transactions (sales/ non sales related) carried out on behalf of clients are within the stipulated parameters of the banks policy process flow.➢ Perform KYC Check with full diligence and so as to prevent money laundering. Fraud or any potential criminal activity which could hurt the interest of the bank and its customers.➢ Provide assistance in identifying and delivering necessary training on products and processes to the retail team.➢ Providing support to the extended Leadership team➢ Working collaboratively with other departments including Commercial, Operations and Markets to ensure customer and stakeholder interests are met.➢ Movement of customers to Digital platforms including Fast Deposits, Internet Banking and ANZ Pacific App. Show less

• Sales Consultant

  • Jan 2016 - Jun 2017

  ➢ Meeting sales and referral targets➢ Provide sales expertise to customers to help them meet their financial goal and needs➢ Growing our lending books.➢ Strengthening relationships with new customers

• Telesales Consultant

  • May 2013 - Dec 2015

  Contacting clients over phone to assist with their loan application.➢ Meeting sales and referral targets➢ Provide sales expertise to customers to help them meet their financial goal and needs➢ Growing our lending books.➢ Strengthening relationships with new customers

• Customer Service Teller

  • Mar 2011 - Apr 2013