Meleane Eapeisi-Soli
Sunshine,VIC
Summary
Proactive Retail Relationship Banker with extensive experience in streamlining procedures and enhancing customer satisfaction. Skilled in financial analysis, risk management, and community engagement. Proven track record of exceeding sales targets and fostering strong client relationships to drive business growth.
Professional with proven experience in banking and customer relationship management. Skilled in financial advising, cross-selling banking products, and enhancing customer satisfaction. Strong focus on team collaboration and achieving results, adapting to changing needs seamlessly. Possess excellent communication, problem-solving, and organizational skills, ensuring reliability and consistency in delivering high-quality service.
Overview
19
19
years of professional experience
Work History
Retail Relationship Banker
National Bank of Samoa
01.2017 - 08.2024
- Streamlined account opening procedures, resulting in improved efficiency and reduced wait times for customers.
- Supported community initiatives as a representative of the bank, fostering positive brand awareness in local markets.
- Conducted financial analysis for clients, guiding them towards appropriate products based on individual circumstances and objectives.
- Boosted customer satisfaction by providing exceptional service and addressing client needs promptly.
- Retained existing clients and attracted new ones through personalized financial product recommendations.
- Managed branch operations efficiently, ensuring compliance with industry regulations and internal policies.
- Assisted in training new hires, sharing best practices and imparting valuable industry knowledge.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Researched and evaluated potential investment products for clients.
- Educated clients on potential risks and rewards associated with various investments.
- Assisted clients with budgeting and cash flow management.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Informed clients of strategies for reducing debt and maximizing savings.
- Monitored and updated financial plans to comply with client goals.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Contributed to the achievement of sales targets by proactively identifying potential leads within the branch network.
Retail Banking Officer
ANZ Bank
10.2005 - 12.2016
- Collaborated with team members to achieve monthly sales targets and improve overall branch performance.
- Successfully managed loan portfolios, minimizing delinquency rates through proactive monitoring and timely follow-up actions.
- Maintained up-to-date knowledge on industry trends, allowing for informed recommendations of relevant products/services for clients.
- Resolved customer complaints professionally, maintaining a high level of client satisfaction within the branch.
- Negotiated favorable terms on behalf of clients when necessary, strengthening long-term relationships with key account holders.
- Reduced wait times for clients by streamlining processes and implementing efficient task management techniques.
- Mentored junior staff members, fostering an environment of professional growth and continuous improvement.
- Developed strong relationships with customers, identifying their financial needs and recommending appropriate products and services.
- Assisted in the development of new marketing strategies to attract potential customers and increase overall business growth.
- Managed risk and ensured compliance with all federal regulations, maintaining a secure banking environment for clients.
- Contributed to business development initiatives by participating in community events as a representative of the bank.
- Managed daily cash transactions efficiently, ensuring accurate accounting records were maintained.
- Supported branch operations by performing regular audits to ensure adherence to established policies and procedures.
- Exceeded sales targets consistently, demonstrating a strong commitment to achieving organizational goals and objectives.
- Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
- Engaged customers in needs-based conversations to identify opportunities and address banking plans and credit card needs.
- Promoted a positive work culture within the branch by actively participating in team-building activities and offering constructive feedback.
Education
Diploma - Business Management
University of The South Pacific
Western Samoa11-2004
Skills
- Branch operations
- Customer Service-Oriented
- Money Handling
- Creative Thinking
- Customer Service
- Honest and Dependable
- Attention to Detail
- Time Management
- Customer Complaint Resolution
- Client Engagement
- Time management abilities
- Problem-solving aptitude
- Professional Demeanor
Languages
English
Full Professional
Samoan
Native or Bilingual
Interests
Family, Culture and Religion are all things that keep me happy, interested and busy I enjoy all things in life but these 3 things keep me grounded
Timeline
Retail Relationship Banker
National Bank of Samoa
01.2017 - 08.2024
Retail Banking Officer
ANZ Bank
10.2005 - 12.2016
Diploma - Business Management
University of The South Pacific
Similar Profiles
LEEMO AOINALEEMO AOINA
Investment Officer at Samoa National Provident FundInvestment Officer at Samoa National Provident Fund
Allan Junior Tai'iAllan Junior Tai'i
Library Assistant IT at National University Of SamoaLibrary Assistant IT at National University Of Samoa
Brenda SefoBrenda Sefo
Senior Pharmacist - Pharmaceutical Services at National Health Services - SamoaSenior Pharmacist - Pharmaceutical Services at National Health Services - Samoa