Wellington, Wellington, New Zealand
I am an experienced Implementation Consultant and Financial Services Professional. I began my career in the banking industry, holding various roles in which I onboarded new customers and conducted ID and AML checks, while earning my NZ Certificate in Financial Services (Level 5)(Version 2), specialising in Residential Property Lending. I then transitioned into a more technical role at MOBI, where I currently work as a Senior Implementation Consultant. Alongside this, I have completed my New Zealand Certificate in Project Management (Level 4), strengthening my ability to deliver projects efficiently and effectively. Over the past several years, I have built strong experience in enterprise software implementations. I have led end-to-end projects for enterprise customers across New Zealand, Australia, and North America, focusing on process improvement, problem solving, and ensuring smooth outcomes for both clients and internal teams. My background combines a solid foundation in financial services with technical expertise in project delivery and implementation.
- Lead end-to-end implementations for enterprise customers across New Zealand, Australia, and North America, ensuring projects run smoothly from start to finish. - Work closely with the sales team during deal handovers to fully understand customer requirements and project scope. - Meet with customers to understand their goals and needs, ensure they have a clear understanding of the product and our offerings, and discuss additional solutions that may be suitable, providing updates on a weekly or fortnightly basis. - Analyse products and processes, breaking them down into clear steps and identifying opportunities to improve efficiency and speed. - Test solutions, troubleshoot field ordering issues, investigate problems, and develop alternative solutions until successful outcomes are achieved. - Collaborate with external partners to set up integrations for customers, ensuring smooth connections with other systems. - Develop alternative solutions to complex challenges, with a strong focus on meeting customer commitments and ensuring satisfaction. - Successfully led MOBI’s v4 storefront migration for 500+ customers by identifying risks, coordinating internal testing, and working closely with both internal teams and clients to deliver seamless migrations.
- Performed ID verification and conducted AML checks on new potential customers to ensure compliance with regulatory requirements. - Supported customers through the onboarding process, including account openings and product applications.
- Worked in the Direct Team Virtual Branch, onboarding new customers. - Handled contact centre calls exclusively for the virtual branch. - Processed credit card and lending applications with a lending delegation (DCA) of $5,000. - Transitioned to the Consultant (Join) role following the disestablishment of the Virtual Branch team.
- Assisted customers with queries across a wide range of banking products and services, including accounts, loans, and online banking. - Handled inbound and outbound calls, providing accurate information, guidance, and solutions in a timely manner. - Resolved customer issues with professionalism and empathy, ensuring a positive client experience and building long-term trust. - Processed transactions, updated customer information, and actioned service requests with accuracy and attention to detail. - Developed strong product knowledge and kept up to date with regulatory changes, policies, and procedures.