Customer Service Advisor

• Mar 2019 - Present

Claim Processing/ Complaint resolution / Financial Analysis/ Claim Processing/ Complaint resolution / Financial Analysis/

Business Development Manager

• May 2016 - Mar 2018

Source and relationship manage quality new to Bank business. Design implement and monitor marketing and business plan to achieve desired sales targets. Generate opportunities for sales specialists for banking and insurance products. Achieve audit and compliance objectives. Develop and maintain relationships with community Source and relationship manage quality new to Bank business. Design implement and monitor marketing and business plan to achieve desired sales targets. Generate opportunities for sales specialists for banking and insurance products. Achieve audit and compliance objectives. Develop and maintain relationships with community

• Mar 2011 - Oct 2015

Achievements as Business Banking and Agribusiness Manager include:Established local Business Banking operations from zero base and cultivated a portfolio of 50 clients in four yearsCreated a business banking and agribusiness profile for Suncorp-Metway in the Northern Rivers regionCultivated a base of referral partners and alliances with local professionals and businessesDeveloped and implemented strategic business plans to support and drive growthContributed to growth of local retail branches through customer referrals Show less

• Sep 2009 - May 2011

Achievements as Lending Manager include: Maximised Suncorp-Metway’s regional visibility and reputation through promotion via local events and networksDeveloped and implemented business and marketing plans for mortgage and small business portfoliosDelivered compliance with company, industry and legislative standardsAchieved a customer service satisfaction rating in excess of 80%

• Mar 2007 - Sep 2009

Achievements as Mobile Banking Manager include:Maintained a 90% Hindsight Review score through insightful, thorough and professional credit assessments of finance applicationsIn partnership with branches to promoted Suncorp’s status as a comprehensive professional financial services providerCultivated and maintained local strategic alliances to develop the Suncorp Home Loan business in the regionActively promoted and raised Suncorp’s profile within the local business community Show less

Regional Manager/Mobile Banking Manager

• Jun 1999 - Mar 2007

Successfully managed the performance of the Tweed Heads, Ballina and Coffs Harbour branches through the recruitment and leadership of effective Branch Managers and teams Provided leadership and mentoring to Branch Managers through provision of performance targets, motivational tools, and capacity and team building exercises Led achievement of lending targets in all local community areas, including those where there was on previous Credit Union profile Cultivated strategic business partnering relationships and alliances in the region Oversaw the launch of Credit Union Australia into the Northern NSW region, establishing a strong presence and engaging with the local community to promote and raise the profile of the brand Established and grew the client base through strategic sales and promotional activity, pursuit of sales leads, provision of attentive service and cultivation of mutually beneficial relationships Led a team of four staff, providing mentoring and development and monitoring performance against budget and key indicators Consistently recognised as one of the top five lending branches and within the top 10% of branches for insurance sales Achieved 2002 Branch of the Year as a result of performance against growth targets Show less

Business Manager

• Jul 1994 - Jun 1999

Achievements include: Oversaw the dual occupancy and then Amalgamation of Suncorp and Metway Ballina branches, demonstrating an ability to quickly adapt to new environments Achieved sales and service targets as a result of restoring customer and staff confidence through redefined business goals focusing on clients and staff Wrote $20 million in business per annum for the branch and regularly achieved top results for lending and financial planning Developed new business and expanded client base through generation of leads and cultivating business networks, maintaining sound long-term business relationships throughout difficult times Receiving the Branch OPALS Commendation and the individual OPALS Commendation Awards and Winning three Suncorp Lending Competitions Capitalising on opportunities to cross-sell products and direct clients towards specialist advice Show less