Experience

BOQ Specialist

• Australia
• Financial Services
• 100 - 200 Employee

• Senior Manager

  • Jun 2018 - Present



Bankwest

• Australia
• Financial Services
• 700 & Above Employee

• Executive Manager for the East Coast

  • Aug 2015 - Jun 2018

  Responsible for managing a team of Senior Private Client Managers and Private Client Managers who look after our high net worth clients and manage their everyday banking requirements. Act as a primary point of contact for our customers and hold responsibility for business growth, portfolio management, fostering of key stakeholder and business partner relationships. Oversee and manage the overall risk and compliance.

• NSW State Manager - Retail

  • Aug 2013 - Aug 2015

  Responsible 23 retail stores across NSW, comprising of 252 FTE staff and 8 Area Managers as direct reports. Accountable for the overall sustainable growth, key risk indicators, profitability, people engagement, community initiatives and customer advocacy.

• Head of Private Banking

  • Jul 2011 - Aug 2013

  Responsible for P&L of Private Bank with an asset book $2224b and Deposit book $1100b Overall responsibility for ensuring achievement of sales and service objectives, whilst maintaining the highest standards of compliance with the applicable legislation, bank policies and procedure. This encompassed the management of 2 Directors, East Coast and West Coast and 30 FTE employees.

• Project Manager

  • Feb 2011 - Jul 2011

  Accountable building the Training Team operating model for Business Banking. Implemented the training governance process within the Business and creation of the end to end engagement model aligned to change management & IT project plans. Delivered the development of competency based training framework to support the business priorities. Responsible for the internal and external training solutions across the business.Successes: Creation of training operating model to be fit for purpose within Business Banking.

• National Delivery Training Manager

  • Jan 2010 - Feb 2011

  Responsible for running the retail delivery training team and all BAU and product training facilitation for the retail division Nationally. Leading a team of 35 delivery trainers and 8 direct reports nationally.

• Area Mobile Sales Channel Manager

  • Feb 2008 - Jan 2010

  • Mentoring, coaching and developing Mobile Banking Managers capabilities. • Achieving quarterly sales targets of over $100m whilst developing ongoing business growth opportunities for the line of business.• Minimising controllable costs and driving continuous improvement of processes, procedures and practices within their area.• Delivering market leading service to customers and ensuring an excellent customer experience through the monitoring of service performance • Ensure the quality of all lending transactions meet the required standards, including quality assurance of deal submissions to Credit.• Coordinating and ensuring consistency of change initiatives within mobile network.• Creation of the mobile referral program increasing new external and internal relationships through small companies and external networking events.• Building the MBM profile in the state through internal and external networking being the representative of Bankwest in a professional manner at industry events and conferences



Lloyds Bank

• United Kingdom
• Banking
• 700 & Above Employee

• Senior Branch Manager

  • Dec 2005 - Mar 2007

  • Accountable for leading and motivating a team of 25 to achieve sales of the Bank's range of personal lending, deposit and investment products and services to both new and existing clients. Delivering a responsive and first class service to clients, whilst developing the team and assisting them to achieve both personal and branch targets.• Responsible for the branches daily operations, incorporating business delivery, risk management, overall P&L, customer sales & service delivery.

• Local Business Development Manager

  • Sep 2004 - Dec 2005

  • Coordination and the implementation of local market plans, working closely with a team of 8 Senior Branch Managers to assess local opportunity within the competitive environment, whilst implementing realistic but challenging business plans.• Recruitment & Training of 25 Account Managers, accountable for overall sales KPI's.

• Personal Account Manager / Personal Choice Manager

  • Jul 2001 - Sep 2004

  • Sales role primarily matching customers’ needs with appropriate products and services. Selling to the needs of the customers and servicing all aspects of their finance, loans, credit cards, mortgages, investments, all insurances and pension planning.• Accountable for the overall profit of a portfolio of high valued customers and building relationships to grow product / service market share