Experience

Aussie Working Capital

• Australia
• Financial Services
• 1 - 100 Employee

• General Manager

  • Jul 2022 - Present



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Relationship Manager, Premier Banking

  • Sep 2017 - Jul 2022

  Responsible for growing and managing a portfolio of over 250 client relationships across Australia and Asia. Working closely with senior specialist teams across the Commonwealth Bank Group including RBS CFP, LBB, CFS and Private Banking to identify opportunities to grow client’s individual portfolios.

• Associate Private Banker

  • Jul 2015 - Sep 2017

  Commonwealth Private provides outstanding personalised service and trusted advice to high net worth individuals. We offer our clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities. As an Associate Private Banker, my role is to provide high level support for the Private Client Managers and Private Bankers within my team.For six years running (2009-2014) Commonwealth Private has been recognised by the Australian Private Banking Council as the most Outstanding Institution in the $1 to $10 million category. Our vision is to be Australia’s finest Private Bank, excelling at securing and enhancing the financial wellbeing of our clients and their families.

• Relationship Manager, Premier Banking

  • Sep 2011 - Jun 2015

  Responsible for growing and managing a portfolio of over 230 client relationships across Australia and Asia. Working closely with senior specialist teams across the Commonwealth Bank Group including RBS CFP, LBB, CFS and Private Banking to identify opportunities to grow client’s individual portfolios.

• Personal Banker

  • Oct 2010 - Sep 2011

  Newly created role during the re-opening of the Commonwealth Banks flagship branch, Personal Bankers were required to fulfill both lending and retail product functions and provide customers with a unique service offering never offered at branch level. Much of the role focused on retail home, personal and credit lending.

• Customer Service Specialist/Lender

  • Jul 2007 - Sep 2010

  Actively work towards resolving customer enquiries and fulfilling customer retail banking and lending needs.

• Casual Customer Service Representative

  • Apr 2006 - Jul 2007

  Processing client request in an accurate prompt manner and providing relevant recommendation for retail banking products.