Driven and goal-oriented individual pursuing a full-time position to complement academic achievements in Finance and Statistics at Victoria University of Wellington. Aspiring Financial Analyst leveraging diverse skills and experiences while demonstrating a strong work ethic and a positive mindset.
Overview
6
6
years of professional experience
Work History
Business Banking Associate
ASB Bank
Wellington Regional Centre
01.2021 - Current
Initiate proactive customer engagement through personalised and meaningful interactions, aiming for topnotch customer service and effectively meeting their needs
Assist clients with their transactional banking needs while providing operational support to the Relationship Team and broader team
Collaborate with experts across various bank departments such as Global Markets, Trade, Onboarding, and Asset Finance to offer customised solutions to a diverse clientele
Enhance Business Banking proficiency by aiding the Relationship Team in inputting financial statements for credit submissions and reviews
Cultivate relationship management skills with team support, addressing and resolving customer queries and complaints promptly with suitable solutions.
Head Teller
ASB Hastings Branch
01.2019 - 01.2021
Managed vault operations including auditing, reporting, and cash draw balancing
Oversaw branch currency levels, monitored currency shipments and deliveries and supervised bulk and ATM services
Provided frontline support to the Customer Service team and Personal Banker, ensuring smooth branch operations
Conducted Anti-Money Laundering (AML) checks to ensure compliance with government regulations for new customer onboarding
Educated customers on ASB automation and digital services (SSE) through conducting informative banking workshops
Took ownership of client relationships, ensuring customers' needs were met and delivering positive outcomes
Maintained successful communication with customers, adding value to their branch visits, phone calls, or emails by utilising appropriate ASB tools and data.
Project Manager
NZTC International/ Straker Translations
01.2018 - 01.2019
Conducted file analysis and prepared quotes and invoices
Engaged with clients to gather detailed project requirements through ordering briefs, with regular updates provided via email and WIP meetings
Created comprehensive project plans using Excel, diagrams, and process maps to monitor progress
Coordinated internal resources and third-party vendors to ensure seamless project execution, managing changes to scope, schedule, and costs through appropriate verification techniques
Cultivated and maintained strong relationships with clients, stakeholders, and third-party vendors
Met budgetary objectives and adjusted project constraints based on financial analysis, including vendor options
Tracked project performance to assess the successful completion of short and long-term goals
Delegated project tasks based on co-workers' individual strengths, skill sets, and experience levels
Ensured timely delivery of all projects within scope and budget
Developed comprehensive project plans for client and staff reference
Simultaneously managed 8-14 projects ranging from $100k to $500k within 12-18 month timelines.
Tutor and Peer-Assisted Learning (PASS) Leader for Finance and Statistics
Victoria University of Wellington
01.2021
Facilitated peer-assisted learning sessions to enhance understanding and comprehension
Strategically designed each session to maximize student engagement and learning outcomes
Prepared detailed session reports to assess effectiveness and identify areas for improvement
Maintained accurate records of student attendance and provided dedicated support to ensure academic success.
Accounts Assistance
NZTC International
01.2017
Reviewed and balanced the general ledger to verify entry accuracy
Maintained precise and current transaction records, and generated comprehensive reports for month-end closing activities
Processed contractor payments bi-monthly
Investigated and resolved issues related to vendor and employee invoices and purchase receipts
Monitored expenditures and assembled budget documents to uphold budget control systems.
Education
NCEA with Excellence endorsement and multiple scholarships -
Sacred Heart College
Bachelor of Commerce (BCom) Degree majoring in Finance and Statistics -
Victoria University of Wellington
Skills
SKILLS AND ATTRIBUTES SUMMARY
Customer Services and Financial Acumen: Demonstrated success as a Customer Services Officer at ASB Hastings, with expertise in customer services, KiwiSaver, and Wealth management Proven ability to adapt quickly, drive continuous skill development, handle complaints, and effectively lead the customer service team
Accounting and Finance: Applied academic knowledge in accounting and commercial awareness duringan internship at NZTC International as an Account Assistant Proficient in processing payments, account reconciliation, budgeting, reporting and utilizing Xero and MYOB accounting software Skilled in efficiently navigating Xero and MYOB accounting software to expedite tasks, resolve problems, and ensure accurate financial reporting
Project Management: Promoted to Project Manager at NZTC International (now Straker Translations) following a successful internship Managed translation projects and collaborated with prestigious clients including Orica, Air New Zealand, Fonterra, Ministry of Health, Ministry of Justice, and FIFA, showcasing adept skills in client relations, organizational prowess, and strategic decision-making
Language Skills: Intermediate proficiency in Te Reo Maori, Fijian, and Hindi, with basic knowledge of Russian, Spanish, and Canadian French
Teamwork and Communication: Experienced in fostering collaborative environments within both large and small teams, adept at adapting communication styles across various channels to enhance productivity and facilitate effective task delegation
Computer Proficiency: Proficient in various software and tools including MS Office Suite, Google Drive, accounting software (Xero and MYOB), communication/collaboration platforms, Salesforce, and SAP
Achievements And Highlights
University education: Pursuing a Bachelor of Commerce and Science Degree with a major in Finance and Statistics at Victoria University of Wellington with an average grade of A.
Work: Successfully managed high-profile projects including a joint bid presentation to FIFA for Women's World 2023 and Orica SAP GO-Live 3-year project, and 2020 general election.
College: Attained NCEA Level 3 with Excellence endorsement and received multiple scholarships.
Extra-curricular: Organised a successful art exhibition to showcase student talent and support a youth charity. Organised and led financial literacy workshops for high school students to promote financial awareness and responsible money management.
Hobbies and Interests
Photography, Painting, Creative writing.
Current and business affairs.
Cooking, gardening.
Golf, dance, yoga.
References
Available upon request.
Timeline
Business Banking Associate
ASB Bank
01.2021 - Current
Tutor and Peer-Assisted Learning (PASS) Leader for Finance and Statistics
Victoria University of Wellington
01.2021
Head Teller
ASB Hastings Branch
01.2019 - 01.2021
Project Manager
NZTC International/ Straker Translations
01.2018 - 01.2019
Accounts Assistance
NZTC International
01.2017
NCEA with Excellence endorsement and multiple scholarships -
Sacred Heart College
Bachelor of Commerce (BCom) Degree majoring in Finance and Statistics -