National Business Development Manager

• Dec 2021 - Present

Partner Manager - QLD

• Oct 2019 - Nov 2021

To build and nurture strong relationships with Referral Partners to increase the business’ brand and reputation in the QLD market. Formulate, implement and manage a strategic territory plan regarding assigned partners to achieve agreed sales targets. Core Competencies: • Follow a systematic sales process consistently. • Structure time to maintain high volume of activity achieving targets for both frequency and coverage of territory. • Identify and earn trust of all key decision makers at all levels to enable multiple market penetration. • Attend industry functions, such as association events and conferences. • Using knowledge of the market and competitors to identify and develop the company’s unique selling propositions and differentiators. • Prospect for potential new referral partners and turn this into increased awareness, leads, business activity and revenue. • Develop & leverage your network within your geographic area to ensure a robust pipeline of opportunities. • Research and build relationships with new clients. • Work with internal team to develop campaigns & proposals that address client’s needs, objectives and goals. • Consistent engagement with existing partner referral base. • Work with internal colleagues to meet customer needs. • Ensure that data is accurately entered and managed within the company’s CRM or other sales management system. • Engage with the internal team to understand the business’ goals and key drivers to assist in achieving the core business strategy. • Proven experience in a sales/channel management role. • Developed network in financial services – finance broking, accounting, financial planning • Proven effectiveness with building trust and partnering with key business stakeholders to develop and execute the intermediate strategic plans • Highly developed sales and sales management skills.

Digital and Direct Relationship Manager

• Jul 2018 - Oct 2019

Responsible for identifying, developing and managing all domestic digital and direct sales opportunities. Evaluating and managing business strategies through digital and direct channels. Core Competencies: • Develop potential customer opportunities with integrity and alignment with company strategies. • Identify potential customer needs through appropriate financing solutions and utilise referral partnerships for the best client outcome. • Maintain a deep understanding of Australian SMEs and the associated business finance needs. • Accurate, timely and responsive evaluation of marketing strategies through associated platforms. • Establish and maintain meaningful internal and external relationships in the finance sector. • Strong analytical skills, proactive communication and handle multiple tasks in a timely and efficient manner. • Work cross-functionally across sales, operations, product, marketing and finance teams. • Provide additional support to national marketing group in digital marketing campaigns, digital media and digital data analysis.

Digital and Direct Sales Coordinator

• May 2015 - Jul 2018

Responsible for qualification, prioritization and follow-up of all domestic direct marketing and sales opportunities. Prepare appropriate guidelines and strategies through effective and efficient prequalification and pre-sales techniques to improve direct conversions. Focus on the solution to develop customer relationship and understanding. Core competencies: • Accurate, timely and responsive to all domestic digital and direct sales enquiries, consulting in a professional, courteous and helpful manner. • Identify potential customer needs through appropriate business financing solutions. • Work with business development managers to achieve the desired sales team goals. • Establish and maintain meaningful internal and external relationships throughout the enterprise. • Develop effective internal and appropriate procedures and applications for organizing information and data. • Responsible for effective communication and analysis of data to report to executive and national marketing departments. • Provide additional support to national marketing groups in digital marketing campaigns, projects, digital media, digital data and digital data analysis • Project development and implementation of Client Relationship Managment portal • Excellent time management skills, multitasking skills, and ability to prioritize tasks

Broker Support Manager

• Mar 2015 - May 2015

Supporting a Business Development Manager on a dedicated portfolio of broker firms. Developing and maintaining relationships with brokers and offering full home loan deal support, ensuring targets based around settlements are met in addition to quality, conversion and cross sales targets. Core competencies: •a comprehensive knowledge of, and experience with the home loan process •highly organised and able to effectively prioritise and manage multiple tasks •a proven track record in sales and business development coupled with a strong customer service focus •experience in home lending from retail stores •experience in lending from the processing and credit divisions High level of motivation and excellent interpersonal skills to ensure effective working relationships are built with the team, key stakeholders and the broader business.

Relationship Banker

• Sep 2012 - Dec 2014

Develop and manage the client relationship through their personal ,business, loans, investment and banking services within the commercial banking sector. • Executing on high value service requests in an efficient and effective manner.• Having the ability to understand and provide tailored service and solutions to customers based on their needs to help build their portfolio and business.• Preparing customer documentation the right way the first time to allow faster processing and working with specialist areas to ensure this outcome is achieved and delivered.• Proactively contacting and engaging with customer to discuss additional financial needs and cross selling opportunities.• Following up the customer's requests with internal team members and keep the customer updated.• Retaining and deepening customer relationships by developing an understanding of their business and providing professional advice. • Addressing customer concerns in regards to products and platforms, and working towards a customer focused solution.

Business Banking Representative – Commercial/Corporate Cards, Westpac Equipment Finance & Business

• May 2012 - Sep 2012

• Providing Staff and customers with accurate information in relation to enquiries accounts, applications and forms required to complete requests.• Addressing them professionally and personally and asking specific questions to truly understand their needs. • Proactively engage customers at every opportunity identify both their immediate and longer term needs and discuss possible options and solutions. • Providing customers, brokers and staff with information in relation to Westpac Equipment Finance Loans.• Provide Payout Figure letters and Administration Request for customers, brokers and staff. • Liaise with multiple teams to ensure that customers, brokers and staff are able to receive accurate information on products.• Effectively handle, escalate and follow-up issues and complaints, using judgement to resolve customer concerns at first point of contact• Ensuring that relationships between Westpac and customers are maintained while acting with integrity• Meeting Kpi’s & Cross Selling

Relationship Banker (Secondment)

• Apr 2012 - May 2012

• Executing on high value service requests in an efficient and effective manner.• Having the ability to understand and provide tailored services to customers based on their needs to help build their portfolio and business.• Preparing customer documentation the right way the first time to allow faster processing and working with specialist areas to ensure this outcome is achieved and delivered.• Proactively contacting and engaging with customer to discuss additional financial needs and cross selling opportunities.• Following up customer requests with customers and internal team members.• Retaining and deepening customer relationships by developing an understanding of their business and providing professional advice. • Addressing customer concerns in regards to products and platforms, and working towards a customer focused solution.

Business Banking Representative – Commercial/Corporate Cards, Westpac Equipment Finance & Business

• Mar 2011 - Mar 2012

• Providing Staff and customers with accurate information in relation to enquiries accounts, applications and forms required to complete requests.• Addressing them professionally and personally and asking specific questions to truly understand their needs. • Proactively engage customers at every opportunity identify both their immediate and longer term needs and discuss possible options and solutions. • Providing customers, brokers and staff with information in relation to Westpac Equipment Finance Loans.• Provide Payout Figure letters and Administration Request for customers, brokers and staff. • Liaise with multiple teams to ensure that customers, brokers and staff are able to receive accurate information on products.• Effectively handle, escalate and follow-up issues and complaints, using judgement to resolve customer concerns at first point of contact• Ensuring that relationships between Westpac and customers are maintained while acting with integrity• Meeting Kpi’s & Cross Selling

Personal Lending Representative

• Jul 2010 - Mar 2011

• Completing applications for Personal loans, servicing existing personal loans, Credit Card applications & Temporary Overdrafts applications • Proactively engage customers at every opportunity identify both their immediate and longer term needs and discuss possible options and solutions whilst ensuring advice supplied is within Westpac guidelines • Maintain customers details in accordance with company and government rules and regulations • Maintain knowledge of current product changes and procedures • Maintaining above bench mark stats with a high customer service orientation• Liaising with Multiple areas within Westpac• Ensuring that relationships between Westpac and customers are maintained whilst Acting with integrity.• Effectively handle, escalate and follow-up customer issues and complaints, using judgement to resolve customer concerns at first point of contact.• Meeting KPI’s and Actively Cross Selling as per Targets

Personal Banking Representative

• Mar 2009 - Jul 2010

• Servicing and Solving customers enquiries in relation to personal accounts, home loans, credit cards and deposits• Proactively engage customers at every opportunity identify both their immediate and longer term needs and discuss possible options and solutions whilst ensuring advice supplied is within Westpac guidelines • Ensuring that relationships between Westpac and customers are maintained while acting with integrity• Effectively handle, escalate and follow-up issues and complaints, using judgement to resolve customer concerns on the spot.• Meeting KPI’s and Actively Cross Selling as per Targets

Virgin Credit Card Representative

• Jul 2008 - Mar 2009

• Servicing and Solving Virgin Credit Card customers’ enquiries, handling customer’s complaints and investigating account problems, using judgement to resolve customer concerns at first point of contact. • Accessing customer’s applications• Ensuring advice supplied is within Westpac guidelines