Auckland, Auckland, New Zealand
With over a decade of experience in customer service and business banking, I specialize in delivering tailored financial solutions that help clients start, grow, and sustain their businesses. As a Relationship Associate at ANZ, I collaborate with a team of skilled Business Relationship Managers to simplify banking processes and build strong connections with customers. My expertise in business banking, call centers, and customer service allows me to provide quality service and intelligent solutions that support both internal and external stakeholders. Passionate about creating a vibrant business community, I am committed to understanding customer needs and fostering their success through personalized banking solutions.
As a Relationship Associate I work closely with a team of Business Relationship Managers. As part of a skilled team of specialists, our focus is on helping people start, buy and sustainably grow their business to create a vibrant business community. I help make banking easier for our customers by understanding them, their banking needs and providing tailored solutions.
Experienced in sales, client retention, policy renewal, claim processes, debtor control and premium payment processes. Responsible for monthly reporting, including sales figures. Excellent customer service skills, easily building trust and rapport and developing good relationships with clients and Management. Competent in completing sales transactions and handling cash, eft-pos and credit card sales. Skilled in completing online banking transactions such as claim payments, wages, supplier payments. Extensive knowledge of iBAIS and other programs such as eGlobal and veterinary databases. Willing and able to learn new computer programs or systems as required. Comprehensive knowledge and experience in resolving Customer complaints. Experience with running stands at expos and events. Responsible for training staff and providing product training for partners such as veterinary teams and pet stores.