Minoli Perera

I joined the BNZ Home Loan Specialist Team after completing my Banker 6 DCA in Oct 2023 with the focus on catering to the growing demand on providing competitive home loan solutions to the customers.

• Provide advice to customers on the Home loan products available that best meet their individual needs.
• Continued adherence and keeping up with to government regulations, policies, procedures governing lending activities.
• Maintaining accurate records of all interactions with customers and pro-active management of opportunities, cases and leads.

Have valued conversations with customers to identify their goals and propose solutions to achieve the best outcome for customers. I started my BNZ career as a Part Time Branch Banker and from there I completed Banker 4 DCA in Jan 2021 and Banker 5 DCA in Sep 2021.

• Have valued conversations with customers to identify their goals and propose solutions to achieve the best outcome for customers
• Provide advice personal everyday banking, savings, lending, Kiwisaver and Business Transactional products
• Collaborated with other departments within the bank to provide quality service to clients.

• Cash Handling and Facilitating Banking
• Maintain Parish Records.

• Create Management Reports for Sub Companies' performance and operational efficiency
• Risk Management activities including Spot Checks and Monthly Compliance Checklist
• Insurance - Recommendations and Maintenance
• Assist in Quarterly and Annual Financial Reporting.

• Handling of customer inquiries
• Assist corporate customers in recalling transactions.