Summary
Overview
Work History
Education
Skills
hobbies
Languages
Timeline
Generic

Laurence nati

Noumea

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

16
16
years of professional experience

Work History

Bank Customer Service Representative

Banque Calédonienne D'Investissement
10.2022 - Current
  • Maintained high-level knowledge of bank policies, procedures, and regulations to ensure compliance in all transactions.
  • Addressed customer inquiries, requests and complaints with courtesy and professionalism.
  • Assisted customers with navigating bank systems, completing transactions and opening or closing accounts.
  • Collaborated with team members to achieve branch sales targets by promoting banking products and services.
  • Assessed client needs proactively during interactions, offering tailored solutions that aligned with their financial objectives.
  • Strengthened customer relationships by upholding strict standards and delivering fast, friendly customer service.
  • Educated customers about available services, products and bank resources.
  • Mentored junior team members, sharing best practices and fostering a supportive work environment.
  • Collaborated with team members to achieve branch goals and objectives.
  • Handled various accounting transactions.
  • Monitored and verified suspicious activity on customer accounts.
  • Facilitated successful loan applications for clients by guiding them through the process step-by-step while adhering to lending guidelines.

Bank Customer Service Representative

Banque De Nouvelle-Calédonie
03.2017 - 10.2022
  • Maintained high-level knowledge of bank policies, procedures, and regulations to ensure compliance in all transactions.
  • Addressed customer inquiries, requests and complaints with courtesy and professionalism.
  • Assisted customers with navigating bank systems, completing transactions and opening or closing accounts.
  • Collaborated with team members to achieve branch sales targets by promoting banking products and services.
  • Assessed client needs proactively during interactions, offering tailored solutions that aligned with their financial objectives.
  • Coordinated with other departments to expedite customer requests, demonstrating excellent teamwork skills that contributed to overall branch success.
  • Investigated disputes and handled suspected fraud with diligence and attention to detail.
  • Reviewed information in customer accounts and made recommendations for new products and services.
  • Provided expert guidance on account management, enabling customers to make informed decisions about their finances.
  • Facilitated successful loan applications for clients by guiding them through the process step-by-step while adhering to lending guidelines.
  • Strengthened customer relationships by upholding strict standards and delivering fast, friendly customer service.
  • Processed various transactions with accuracy and according to bank standards and legal requirements.
  • Mentored junior team members, sharing best practices and fostering a supportive work environment.
  • Trained and mentored new banking personnel on customer service strategies, supporting group performance goals.
  • Collaborated with team members to achieve branch goals and objectives.
  • Maintained friendly and professional customer interactions.

Bank Back Office Insurance and Life Insurance

Banque De Nouvelle-Calédonie
07.2012 - 03.2017
  • Ensured timely completion of tasks with strong attention to detail, contributing to a well-functioning back office team.
  • Managed sensitive client information by adhering to strict confidentiality rules and data protection policies.
  • Kept meticulous records using both manual filing systems and digital databases, guaranteeing easy access to essential documents when needed.
  • Streamlined back-office processes for increased efficiency, implementing new software solutions and organizational methods.
  • Participated in regular team meetings to discuss progress, share updates, and address any challenges or concerns impacting back-office operations.
  • Collaborated effectively with cross-functional teams, ensuring smooth communication between front and back offices.
  • Played a key role in maintaining business continuity during periods of high volume or staff shortages, demonstrating adaptability and commitment to achieving targets regardless of challenges faced.

Telephone Banker

Banque De Nouvelle-Calédonie
03.2008 - 07.2012
  • Helped customers complete online banking services and assisted with user access problems such as forgotten passwords.
  • Upheld strict security procedures to verify identities when completing actions for members and giving out private banking information.
  • Completed transactions for customers and capitalized on opportunities to cross-sell products and services.
  • Alleviated call loads by educating customers about how to effectively navigate site tools and pages for future banking needs.
  • Managed leads and referrals for prospects interested in specific bank products such as loans and credit cards.
  • Handled high call volumes while maintaining excellent rapport-building skills with each interaction.
  • Enhanced customer satisfaction by promptly addressing and resolving banking inquiries and concerns.
  • Boosted sales revenue with effective cross-selling of banking products and services.
  • Contributed to a positive work environment by supporting colleagues during peak periods or staff shortages.
  • Collaborated with team members to share best practices and improve overall team performance.
  • Verified customer identity using multi-factor authentication methods to prevent unauthorized access or fraudulent activity on accounts.
  • Maintained friendly and professional customer interactions.

Education

Bachelor of Financial Planning - Financial Planning And Services

Centre De Formation De La Profession Bancaire
Nouméa ACESTE CNAM
07.2020

Certificate - Certificate With A Focus On Humanities

Blaise Pascal
Nouméa
12.2005

Skills

  • Complaint Handling
  • Financial Transactions
  • Loan Processing
  • Performance Tracking
  • Credit solutions guidance
  • Financial product knowledge
  • Client Confidentiality
  • Sales proficiency
  • Teamwork and Collaboration
  • Customer Service
  • Honest and Dependable
  • Time Management
  • Multitasking

hobbies

I work out at the gym to unwind after work.

I also do yoga to manage my emotions.


Languages

French
Native language
English
Intermediate
B1

Timeline

Bank Customer Service Representative

Banque Calédonienne D'Investissement
10.2022 - Current

Bank Customer Service Representative

Banque De Nouvelle-Calédonie
03.2017 - 10.2022

Bank Back Office Insurance and Life Insurance

Banque De Nouvelle-Calédonie
07.2012 - 03.2017

Telephone Banker

Banque De Nouvelle-Calédonie
03.2008 - 07.2012

Bachelor of Financial Planning - Financial Planning And Services

Centre De Formation De La Profession Bancaire

Certificate - Certificate With A Focus On Humanities

Blaise Pascal
Laurence nati