Abby Fogogo
Melbourne,VIC
Summary
Dynamic Business Banking Consultant at Westpac New Zealand with expertise in financial analysis and customer service. Proven track record in loan processing and compliance monitoring, enhancing client satisfaction and operational efficiency. Adept at training staff and developing impactful presentations, driving successful outcomes in banking services.
Overview
12
12
years of professional experience
Work History
Business Banking Consultant
Westpac New Zealand
Auckland, 6010
06.2022 - 09.2024
- Perform regular reviews of customer data for security purposes.
- Ensure adherence to internal controls when providing services to clients.
- Train junior staff members on effective customer service techniques.
- Assist customers in resolving any discrepancies related to their accounts or transactions.
- Develop presentations for potential business clients outlining the benefits of specific banking services or products.
- Process loan applications from start to finish ensuring accuracy throughout the process.
Collection Officer
Westpac New Zealand
Auckland, 6010
09.2021 - 06.2022
- Negotiated and monitored payment plans with customers in order to resolve outstanding debts.
- Researched complex accounts and coordinated efforts with external stakeholders as needed.
- Followed up on overdue accounts via telephone calls, emails, letters, or other means of communication.
- Reviewed financial documents such as bank statements, credit reports, and income tax returns to determine repayment ability of the debtor.
Remediation & Account Settlement Specialist
Westpac New Zealand
Auckland, 6010
04.2021 - 09.2021
- Reviewed escrow instructions from customers and lenders to ensure accurate funding of transactions at close of escrow.
- Processed payments received from customers on behalf of lenders.
- Organized financial information, such as income statements, tax returns, and bank statements, into a cohesive file for review by lenders.
General Banking Officer
Concentrix New Zealand
Auckland, 6010
10.2018 - 04.2021
- Verified signatures on documents such as checks or bank drafts for deposit into customers' accounts.
- Performed daily reconciliation of cash balances in teller drawers and ATMs.
- Developed strategies to increase customer satisfaction and decrease customer attrition rates.
- Monitored compliance with banking regulations including anti-money laundering rules.
- Assisted senior managers in developing new processes and procedures within the banking department.
- Provided customer service to clients and answered questions related to banking services.
- Managed daily branch operations, ensuring compliance with banking policies and federal regulations.
- Researched complex financial issues pertaining to customers' accounts and responded with appropriate solutions.
- Opened new checking, savings and lines of credit for customer accounts.
Sales Consultant
Concentrix New Zealand
Auckland, 6010
03.2014 - 10.2018
- Performed cold calls to prospective customers to introduce company offerings.
- Provided detailed product information to customers, including features, prices, and availability.
- Analyzed customer needs and identified solutions to meet their requirements.
- Advised customers on best practices when using company products or services.
- Generated leads through cold calling, networking, and referrals.
- Assisted in developing sales strategies and setting targets for different accounts.
- Ensured customer satisfaction by providing follow-up support after purchases.
- Analyzed customer needs and preferences to recommend appropriate products.
- Maintained accurate records of all sales activities in the CRM system.
- Developed and maintained relationships with clients to increase sales revenue.
- Generated daily reports on sales activities for management review.
Account Billing Specialist
Air New Zealand Tandem Travel
Auckland, 6032
10.2012 - 04.2013
- Managed collection efforts on past due accounts via phone calls, emails or letters.
- Reconciled vendor statements to ensure accuracy of accounts payable ledger.
- Maintained up-to-date records of invoices, payments, and account statuses.
- Resolved invoice discrepancies by obtaining additional information from customers and vendors.
- Performed credit checks on new customers prior to issuing invoices.
Education
Bachelor of Arts - International Communication Business
Unitec New Zealand Institute of Technology
Auckland, New Zealand04-2014
High School Diploma -
Henderson High School
Auckland New Zealand12-2008
Skills
- Customer service
- Financial analysis
- Loan processing
- Compliance monitoring
- Data evaluation
- Presentation development
- Relationship management
- Account reconciliation
- Transaction processing
- Staff training
- Risk assessment
- Problem solving
- Regulatory compliance
- Attention to detail
- Credit risk analysis
- Cash flow forecasting
- Analyzing data
- Private banking
- Small business operations
- Loan structuring
- Anti-money laundering
- Opening accounts
- Documentation skills
- New account setup
- Project management
- Customer relationship management
- Bank sales
- Experience management
- Check cashing and withdrawals
- Qualifying customers
- Debt restructuring
- Credit solutions guidance
Accomplishments
- Westpac Legend Reward 2023
- Unitec Success Award and Scholarship 2013
Timeline
Business Banking Consultant
Westpac New Zealand
06.2022 - 09.2024
Collection Officer
Westpac New Zealand
09.2021 - 06.2022
Remediation & Account Settlement Specialist
Westpac New Zealand
04.2021 - 09.2021
General Banking Officer
Concentrix New Zealand
10.2018 - 04.2021
Sales Consultant
Concentrix New Zealand
03.2014 - 10.2018
Account Billing Specialist
Air New Zealand Tandem Travel
10.2012 - 04.2013
Bachelor of Arts - International Communication Business
Unitec New Zealand Institute of Technology
High School Diploma -
Henderson High School
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