Experience

BOQ Specialist

• Australia
• Financial Services
• 100 - 200 Employee

• Head of Deposits, Transactional Banking and Digital

  • Apr 2018 - Present

  Senior product manager for transactional banking at BOQ Specialist. Providing a complete , bespoke banking proposition to Doctors, Dentists and SME's.Retaining accountability for Card Services (role below), In 2018 I was engaged to overhaul deposit and pricing strategies across Treasury and Transactional Banking products as a critical business priority. With a focus on improving product offerings and delivering unique value to clients, I continue to craft impactful and innovative product development strategies to target and grow BOQ’s client base. I oversee the end-to-end product lifecycle, I drive the introduction of new investment opportunities to more than 10,000 clients. In addition, I oversee all product compliance with regulatory requirements on behalf of the business, working in partnership with internal teams to navigate a complex legislative environment. • Grew the multimillion-dollar portfolio by 5%, introducing several new products across the product portfolio with a unique value proposition and point of difference in the market;• Led delivery of a first to market transactional account and credit card earning Frequent Flyer (FF) points across multiple programs, forging partnerships with Virgin Australia and Qantas;• Drove product enhancements by introducing Apple and Google pay functionality for cards in conjunction with a new mobile app, placing BOQ Specialist’s offerings at the leading edge of the Retail Banking market;• Strengthened customer experience for Card Services, providing employees with opportunities for growth and development. Show less

• Head of Card Services

  • Sep 2015 - Apr 2018

  Senior Product Manager for Credit and Debit CardsAs Product owner for the Debit and Credit Card portfolio, I was responsible for managing portfolio profitability while growing the client base and improving the top-line. In order to meet P&L objectives, I developed product strategies targeting client acquisition in previously untapped demographics, closely monitored production costs and mitigated potential risk within the portfolio. Additionally, I held accountability for product compliance as the portfolio owner, ensuring necessary changes across the broader business team. My team included junior product managers and throughout, I provided leadership across the matrixed card operaions team, championing the use of business analysis to refine processes and maintain competitive edge.• Grew the portfolio by 15%, ensuring minimal operational impact and no client attrition during a period of significant regulatory change;• Established the organisation’s position as a market leader for the medical student and graduate population, developing and implementing a mid-term cradle strategy;• Secured renewed partnerships with two largest frequent flyer programs in Australia (QANTAS, Velocity) Show less

• National Product and Distribution Manager

  • Mar 2013 - Sep 2015

  newly created leadership role, I was tasked to increase distribution of credit card products via new and existing distribution channels, a portfolio that was primed for growth. In addition to defining product and distribution strategies across the transactional product suite, I project managed the delivery of all transactional product campaigns including sales, marketing, operational briefings and performance reporting. With oversight of 150 distributors, I developed robust training activities and attended various national events and conferences, showcasing the product benefits and value proposition to drive growth.• Increased new client acquisition by 27% in 2014 and 25% in 2015, winning the National Sales Award both years in recognition of high performance;• Exceeded budget KPIs for 4 consecutive years, effectively engaging distribution partners to reinvigorate portfolio growth;• Reduced book attrition on card portfolio, mitigating impacts of the acquisition of Investec by BOQ in 2014. Show less



Investec

• United Kingdom
• Financial Services
• 700 & Above Employee

• Private Banker

  • Feb 2010 - Mar 2013

  As a Private Banker with Investec, I managed relationships with 3000 HNW clients across deposits, introducing investment opportunities to grow the portfolio. With responsibility for pricing and product mix, I leveraged existing networks both internally and outside of Investec to engage clients and achieve business development objectives. Key to the success of this role was building strong relationships with internal teams participating in the client experience, bringing stakeholders together to ensure the delivery of a premium service to clients. • Delivered significant portfolio growth to add millions of dollars to the top line; • Built strong, trust-based relationships with client community to deliver up- and cross-sell opportunity Show less