Joshua Lee
Mandurah,WA
Summary
A proven leader and innovative problem-solver, I significantly enhanced team performance and customer satisfaction at ASB Bank through strategic process improvements and effective team collaboration. Skilled in customer service and financial management, my approach consistently drives positive outcomes, demonstrating a dependable and results-driven work ethic. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Maths teaching position. Ready to help team achieve company goals.
Overview
24
24
years of professional experience
Work History
Maths Teacher
Austin Cove Baptist College - Secondary
01.2024 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Passionate about learning and committed to continual improvement.
- Worked flexible hours across night, weekend, and holiday shifts.
- Managed time efficiently in order to complete all tasks within deadlines.
Maths Teacher
Avondale Secondary College
04.2024 - 12.2024
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Proved successful working within tight deadlines and a fast-paced environment.
- Developed and maintained courteous and effective working relationships.
Personal Account Manager
ASB Bank
02.2003 - 12.2024
- Coordinated with compliance teams to ensure all regulatory requirements were met throughout the account management process.
- Ensured a seamless onboarding experience for new clients by guiding them through account setup procedures.
- Managed client portfolios for optimal growth, through diligent monitoring and timely adjustments.
- Organized regular review meetings with clients to discuss portfolio performance and potential adjustments.
- Assisted clients in achieving their financial goals by identifying suitable investment opportunities.
- Provided exceptional customer service, resolving complex issues and responding promptly to inquiries.
Mathematics Teacher
Napier Boys High School
07.2021 - 04.2023
- Collaborated with fellow math teachers on curriculum development, resulting in a more cohesive and comprehensive program.
- Prepared and implemented lesson plans covering required course topics.
- Provided meaningful math instruction to improve math skills of children.
- Established a positive learning environment by enforcing consistent discipline and using effective classroom management techniques.
- Diversified teaching techniques and learning tools help students with differing ability levels and varied learning modalities.
General Manager
Millen Homeware
11.2017 - 12.2019
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
- Developed and implemented strategies to increase sales and profitability.
- Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
- Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
Bank Mortgage Manager
Bank Of New Zealand
03.2016 - 11.2017
- Expanded product offerings by researching emerging trends in the mortgage industry and developing new programs tailored to specific client needs.
- Collaborated with internal audit teams to ensure compliance with federal and state regulations while minimizing risk exposure for the organization.
- Developed relationships with real estate agents to increase referral business, leading to a significant boost in loan originations.
- Improved loan processing efficiency by streamlining mortgage application procedures and implementing new software tools.
Real Estate Agent
Barfoot And Thompson
05.2015 - 03.2016
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Negotiated, facilitated, and managed real estate transactions.
- Advertised client properties through websites, social media, and real estate guides.
- Maintained connections with clients to encourage repeat business and referrals.
- Developed and maintained relationships with clients through networking, postcards, and cold calling.
Insurance Broker
Self-employed
01.2014 - 10.2015
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Acting Regional Manager (East Auckland)
ASB Bank
09.2008 - 12.2013
- Enhanced team performance by providing regular coaching, training, and performance feedback to staff members.
- Promoted a culture of continuous improvement through ongoing process reviews, employee engagement initiatives, and open channels of communication.
- Increased customer satisfaction with timely resolution of escalated issues and proactive communication on product updates.
- Collaborated with executive leadership to establish long-term objectives, drive growth initiatives, and align regional efforts with corporate goals.
- Streamlined operational processes for increased efficiency by identifying areas of improvement and implementing necessary changes.
- Supervised staff to optimize brand expansion initiatives and productivity.
Insurance Manager
ASB Bank
01.2004 - 09.2008
- Spearheaded projects aimed at improving operational efficiency across various functional areas within the organization.
- Collaborated with cross-functional teams to develop new insurance products tailored to specific target markets.
- Facilitated clear communication between clients, underwriters, adjusters, legal counsel, and other relevant parties during complex claims resolution processes.
- Evaluated risk profiles for clients, ensuring appropriate levels of coverage while minimizing potential losses for the company.
- Conducted regular performance evaluations for staff members, offering constructive feedback and identifying areas for professional development opportunities.
Personal Account Manager
ASB
02.2003 - 12.2003
- Coordinated with compliance teams to ensure all regulatory requirements were met throughout the account management process.
- Ensured a seamless onboarding experience for new clients by guiding them through account setup procedures.
- Managed client portfolios for optimal growth, through diligent monitoring and timely adjustments.
- Organized regular review meetings with clients to discuss portfolio performance and potential adjustments.
- Assisted clients in achieving their financial goals by identifying suitable investment opportunities.
Personal Banker
ASB Bank
08.2002 - 02.2003
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
Teller
ASB Bank
06.2001 - 08.2002
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
Education
Graduate Diploma Secondary Teaching AK 3515 - Education
Auckland University Of Technology
Manukau03.2021
High School Diploma -
Australia & NZ Institute of Ins & Finance
Sydney, NSW06.2012
High School Diploma -
Australian & New Zealand Institute of Ins & Fnance
Sydney, NSW06.2007
Bachelor of Science - Electronics Engineering
University Of Sussex
Sussex, England09.1986
Skills
- Friendly, Positive Attitude
- Teamwork and Collaboration
- Customer Service
- Problem-Solving
- Time Management
- Dependable and Responsible
- Multitasking Abilities
- Organization and Time Management
Languages
Chinese (Cantonese)
Native or Bilingual
Chinese (Mandarin)
Elementary
Malay
Full Professional
English
Full Professional
Referees
Mr Stu Gourdie
NBHS Maths Dept Senior HOD
Cell: 027 2308717
Email: SGourdie@nbhs.school.nz
Mr James Heuser
NBHS Maths Dept Junior HOD
Cell: 021 147 2652
Email: jheuser@nbhs.school.nz
Dr David Hofman
Associate Teacher (Pakuranga College)
Mobile: 021 0634244
Email: hfm@pakuranga.school.nz
Quote
You only have to do a few things right in your life so long as you don’t do too many things wrong.
Warren Buffett
Timeline
Maths Teacher
Avondale Secondary College
04.2024 - 12.2024
Maths Teacher
Austin Cove Baptist College - Secondary
01.2024 - Current
Mathematics Teacher
Napier Boys High School
07.2021 - 04.2023
General Manager
Millen Homeware
11.2017 - 12.2019
Bank Mortgage Manager
Bank Of New Zealand
03.2016 - 11.2017
Real Estate Agent
Barfoot And Thompson
05.2015 - 03.2016
Insurance Broker
Self-employed
01.2014 - 10.2015
Acting Regional Manager (East Auckland)
ASB Bank
09.2008 - 12.2013
Insurance Manager
ASB Bank
01.2004 - 09.2008
Personal Account Manager
ASB Bank
02.2003 - 12.2024
Personal Account Manager
ASB
02.2003 - 12.2003
Personal Banker
ASB Bank
08.2002 - 02.2003
Teller
ASB Bank
06.2001 - 08.2002
Graduate Diploma Secondary Teaching AK 3515 - Education
Auckland University Of Technology
High School Diploma -
Australia & NZ Institute of Ins & Finance
High School Diploma -
Australian & New Zealand Institute of Ins & Fnance
Bachelor of Science - Electronics Engineering
University Of Sussex
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