Weini Ho
Riverwood,NSW
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals and focus on building relationships solutions generating optimal satisfaction levels while building profits and maintaining client service satisfaction.
Overview
8
8
years of professional experience
Work History
Associate Private Banker
ANZ Private
03.2023 - Current
- Oversee day-to-day account maintenance tasks, ensuring accuracy and timely execution of transactions for clients requests.
- Actively volunteer and participate in set up of networking events by managing event registration processes, set up event facilities and supplies.
- Worked closely with branch lenders and lending teams to facilitate loan origination, helping clients secure financing for various needs.
- Provided exceptional customer service, resolving issues promptly and ensuring client satisfaction at all times.
- Played a key role in retaining existing clients through proactive communication and diligent relationship management efforts.
- Mentored peers, sharing insights gained from experience and helping them develop their skills in the role.
- Exhibited high energy and professionalism when dealing with clients and internal stakeholders.
Customer Service Experts
ANZ - Private Bank
06.2021 - 02.2023
- Collaborate with other internal ANZ Divisions and external stakeholders to try and resolve clients issues and provide solutions from IB issues, new accounts, trace of funds, on-boarding new entities and complete KYC.
- Managed high-stress situations with professionalism, maintaining composure while providing exceptional service under pressure.
- Investigating existing business or individuals to ensure all in line with ANZ BCOP and getting the required to complete simple and complex KYC as well reKYC of entities for our Family Office clients
- Served as a trusted resource for both customers and colleagues alike, providing guidance on best practices related to customer service and support operations.
- Exceeded performance targets consistently through diligence, attention to detail, and strong problem-solving abilities.
Ongoing Customer Due Diligence Specialist
ANZ - Beyond the Branch Role
09.2020 - 06.2021
- Ability to multi-task, highly adaptable to change to on-board new entity to ANZ as well as part of OCDD (Ongoing Customer Due Diligence team) that investigates our existing customers
- Fast paced work environment and task done with high level of urgency and time frames to meet expectations of our customers for new business operations and reverification of existing entities to ensure smooth running of their accounts
- Investigating existing business or individuals to ensure all in line with ANZ AML/CTF program
- Developed strong client/banker relationships through consistent communication and attentive service.
- Assist customers with KYC enquiries as well as uplifting KYC cases through Pega Tool
- Attention to detail to make sure compliance as we are 100% QA on all our cases and calls
- Assist in eVerify Team assisting in KYC for individual customers on-boarding or applying for new lending
- Inbound and outbound calls assisting with completion of KYC requirement and also reverification.
Banking consultant/Senior Banking Consultant
ANZ - CBD District
04.2016 - 09.2020
- Being a role model with a strong customer focus by assisting customers in their realised and unrealised needs and also recommend and introduce them to our internal stakeholders such as Financial Planners and business specialist
- Ability to multi-task, highly adaptable to change and ambiguity by living by ANZ promises and values
- Proactively communicate with team and share ideas to build business focusing strategies on ABN campaigns
- Active user and promoter of technology by educating our customers and peers on a better experience and could save them time
- Strong organisational skills and attention to detail to make sure branch compliance is completed monthly and quarterly and also branch audits.
- KYC checker for branch and also coaching on account opening and using of the CDD platform
- Facilitated knowledge sharing among team members to improve overall team efficiency and expertise in the banking industry. Providing the team leadership and coaching to empower our peers with building confidence to ensure branch compliances and daily duties are completed.
- Contact prospective clients to generate new loans, deposits, and business opportunities to achieve business goals.
Education
No Degree -
Completed Course - Tier 1 Securities And Managed Investments - Genera
KAPLAN Professional
06.2024
Diploma in Hospitality Management -
Ultimo TAFE
01.2006
Responsible Service of Alcohol -
Ultimo TAFE
01.2006
Asquith Girls High School -
12.2000
Skills
- Cash Flow Management
- Attention to Detail
- Effective Multitasking
- Compliance Awareness
- Relationship building and management
- Strong Organization
- Teamwork and Collaboration
Languages
English
Mandarin
Cantonese
Hokkien
Businessskills
I communicate comfortably with my peers and clients from both business and social backgrounds. Through my customer service experiences at ANZ, I have gained extensive experience in portraying a knowledgeable and professional image in person and email. In addition, since the pandemic I have also become more confident with assisting client over the phone channels and educating them to help themselves with Internet banking and E-verify., Working within teams has been essential to most of my professional life. Specifically, my role at ANZ, where unpredictable events such as busy periods, staff shortages and Covid-19 Pandemic. As part of a team, I am versatile and collaborate with our internal stakeholders to get the tasks done especially when things are more difficult during the Covid period., Within my role in ANZ, I have been able to share my knowledge with new banking consultants and client Service Team and assisting them with customer solutions and ways to complete clients and bankers requests.
References
- Elizabeth Pilovski, Director of Private Office, 0434605412
- Tommy Cheung, Senior Private Banker, 0411141327
Timeline
Associate Private Banker
ANZ Private
03.2023 - Current
Customer Service Experts
ANZ - Private Bank
06.2021 - 02.2023
Ongoing Customer Due Diligence Specialist
ANZ - Beyond the Branch Role
09.2020 - 06.2021
Banking consultant/Senior Banking Consultant
ANZ - CBD District
04.2016 - 09.2020
No Degree -
Completed Course - Tier 1 Securities And Managed Investments - Genera
KAPLAN Professional
Diploma in Hospitality Management -
Ultimo TAFE
Responsible Service of Alcohol -
Ultimo TAFE
Asquith Girls High School -
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