Jack Windler

Experience

• 

  Salmat

  Oct 2014 - May 2015

  Customer Service and Administration Agent

  This was a Admin support role for an offshore loyalty scheme retail provider. I would resolve online queries and meet weekly KPIs.

• 

  TSB New Zealand

  May 2015 - Jul 2019

  Leading a team of 5 employees through the rigorous developments in the banking world. - Developing Acquisition and Business Development strategy within my team and internal stakeholders.- Developing a retention strategy for a high value lending portfolio- Coaching and Developing staff- Manage Risk such as; Compliance, Staffing, Health, Safety and Well-Being.- Network with key clients and potential contributors to my team Providing customers with world class service by having interactions designed to identify needs and add value. My core role is to provide:Home loansPersonal loansBusiness lendingSource new business and service existing clientsBank accountsCredit CardsKiwisaverInsurance My role for TSB as a Banking Consultant is to bring on new customers both in the retail space and also in business banking. I network in the market in order to bring in new business, identify clients needs and offer a wide range of products including but not limited to; Kiwisaver, Credit Cards, Term Investments and Life/Fire and General Insurance. In this role I worked with our retail clients predominately as a bank teller. I would identify clients needs and refer them accordingly to banking advisers and product specialists.

  • Assistant Manager

    Oct 2018 - Jul 2019

  • Lending Customer Service Consultant

    Aug 2017 - Oct 2018

  • Banking Consultant

    Jun 2016 - Jul 2017

  • Customer Service Support

    May 2015 - May 2016
• 

  The Mortgage Supply Company

  Jul 2019 - now

  Mortgage Adviser