A dedicated professional with experience in customer service, administrative support, private banking and team-oriented environments. Skilled in strategic development, multitasking, and problem resolution, with a proven ability to handle diverse responsibilities efficiently. Eager to learn and contribute positively to any workplace.
Overview
6
6
years of professional experience
Work History
Relationship Manager
Capital Security Bank Limited
11.2023 - 10.2024
Establish a robust and diverse client base by proactively identifying, onboarding, and building relationships with high net worth individuals and entities, driving business growth and expansion
Develop and maintain long-term, mutually beneficial relationships with clients through open and responsive communication and tailored account management
Introduces new financial products and services, such as fiduciary deposits, trading platforms, stock portfolios, precious metals and online banking to enhance the overall customer experience and expand our service offerings
Executes strategic sales referrals, matching clients with suitable asset managers to enhance client’s overall financial portfolios
Conducts rigorous, mandatory compliance screening checks on clients to identify and mitigate potential risks of fraud, scams, and other illicit activities, ensuring a secure and trustworthy onboarding
Verify and validate onboarding documentation for various legal structures, such as trusts, LLCs, foundations, and individual clients
Ensures strict compliance with applicable laws, regulations, and industry guidelines
Manages risk in every transaction and detect fraudulent transactions to prevent losses
Facilitate regular, strategically scheduled meetings with global teams to discuss revenue growth strategies, share best practices, and align international efforts to drive business development and optimize profitability
Increased company revenue by closing sales on investment products and services with new clients
Administrative Assistant & Banking Officer
Capital Security Bank Limited
02.2023 - 10.2023
Oversees facilities management, including office maintenance, supply inventory management, and ensuring the integrity of the security system
Acts as the primary point of contact for phone call management by answering and delegating client calls to the relevant persons
Coordinates and schedules routine maintenance services for air conditioning, plumbing, electrical systems, and printers to ensure optimal performance and efficiency
Conducts regular checks to ensure water refills are performed consistently
Administrates effective file management through scanning and filing to ensure organized and accessible storage of client documents
Performs out of office errands to restock office groceries, stationary and to check mail inbox
Plans and organises board meetings and staff events to ensure attendees are catered to
Monitors online chat platform to clear client queries and communicate messages to the banking team
Processes international fund transfers, including inward and outward wire transactions, to maintain seamless and efficient transactional banking operations
Performs thorough due diligence on client profiles using online research tools, including Google, and specialized risk management platforms, such as Comply Advantage, to ensure compliance with regulatory requirements and mitigate potential risks
Trained and experienced in policy compliance and policy questionnaire
Conducts client verification processes via telephone to authenticate identity and ensure compliance
Performs robust monitoring and screening processes to track client activity within transactional banking and across various jurisdictions to lower the risk of money laundering and terrorism financing
Place submissions for Suspicious Activity Reports (SARs) and Suspicious Transaction Reports (STRs) to the Compliance department in a timely and thorough manner
Packer
EastPack
05.2022 - 09.2022
Packages fruit into designated trays with precision and efficiency, ensuring completion within assigned time frames
Performs quality control by carefully sorting and inspecting fruit, separating high-quality items from defective ones to ensure compliance with product standards and maintain consistency in output
Processes, scans, and labels packed boxes, and transported pallets to the cooling room
Consistently follow established safety procedures and guidelines to ensure a safe working environment, proactively identifying and addressing potential hazards.
Part-Time Front Desk Receptionist Assistant
Internal Affairs
04.2022 - 04.2022
Addresses customer inquiries regarding Covid-19 welfare packs through phone calls, email, and in-person interactions
Investigates customer applications using shared data from Te Marae Ora to verify eligibility
Manages welfare pack order records and performed data entry and analysis
Maintains confidentiality of applicant details
Collaborate with project teams to ensure efficient and effective operations
Maintain accurate and up-to-date records, databases, and filing systems
Leverages Microsoft Excel to efficiently process and accurately record food pack orders, ensuring seamless data management and precise tracking of orders
Crew Member
McDonald's Restaurant
06.2021 - 02.2022
Manages multiple tasks, including headset orders, front counter service, and food preparation
Conducts regular stock-taking and inventory checks to ensure accurate tracking of supplies and optimal stock levels. Assists with packaging and organizing products for storage or delivery
Delivers attentive table service, ensuring a positive guest experience
Performs cleaning and maintenance duties in dining areas, ensuring a clean, organized, and welcoming environment for all customers
Coordinates with team members to assign, allocate, or adjust shifts as needed, ensuring adequate staffing levels and smooth operational flow
Part-Time Waitress, Bartender, and Front of House (FOH) Worker
Nautilus Restaurant
04.2019 - 02.2020
Welcomes and seats guests, providing menu information and accommodating dietary needs
Serves high-quality food and beverages in accordance with established standards, ensuring consistency, presentation, and taste
Efficiently and accurately process customer payments in a fast-paced restaurant environment, ensuring seamless transactions and a high level of customer satisfaction
Communicates effectively with kitchen and bar staff to ensure a great dining experience
Performs routine cleaning and sanitation tasks to maintain a safe, clean, and organized environment
Consistently offers professional, friendly and engaging service
Education
Bachelor of Applied Management -
Otago Polytechnic Institute
12.2021
Level 3 NZQA Qualification -
Tereora College
Avarua, Rarotonga
12.2020
Level 2 NZQA Qualification -
Tereora College
Avarua, Rarotonga
12.2019
Level 1 NZQA Qualification -
Titikaveka College
Titikaveka, Rarotonga
12.2018
Overall Dux Award -
Papaaroa College
Titikaveka, Cook Islands
12.2017
Papaaroa College
Titikaveka, Cook Islands
12.2016
Papaaroa College
Titikaveka, Cook Islands
12.2015
Papaaroa College
Titikaveka, Cook Islands
12.2014
Skills
Customer Service Oriented
Works well under pressure
Respectfully spoken towards customers
Honest and responsible
Multitasking
Team collaboration
Design & Visual Communication
Willing to learn
Risk Management
Time Management
Compliance Reviews & Monitoring
Technical Proficiency
Database administration
Administrative support
Regulatory Knowledge
Banking & Transactional experience
KYC regulations
Customer onboarding processes
Relationship management
Community Service
Assistant youth member, UNI Church, 2021, NZ
Member, Ocisa Otago, 2021, NZ
Former youth assistant, Papaaroa Multicultural Church
References
Jane Hill, Owner of Nautilus Resort & Spa, jane@muribeachresort.com, +1 424014918