Banking Assistant
CurrentJuly 2013 - Glenfield BranchFebruary 2019 - Takapuna BranchOctober 2021 - Albany BranchMy responsibilities include...- Providing great service to branch customers- Analysing customers' profiles to provide right advice and solution to their banking needs which include but not limited to transactional, savings, investment and business accounts, credit cards and insurances- Referring customers to appropriate channel if required for their banking needs which include but not limited to investment planning, kiwisaver, insurance and personal, business or home loans- Ensuring branch day-to day tasks are done in compliance with Risk Management which include stock, cash and security operations- Making sure every customer is compliant as per Customer Due Diligence and Anti-Money Laundering Act requirements