Experience

Intuit

• United States
• Software Development
• 700 & Above Employee

• Associate Partner Development Consultant

  • Jun 2022 - Present

  - Lead point of contact for all customer account management matters. - Develop and maintain strong, long lasting client relationships. - Negotiate contacts and close agreements to maximise profits. - Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors. - Assess new partnership opportunities. - Generate sales. - Identifying and communicating customer needs. - Ensuring customer satisfaction. - Resolve customer issues and concerns. - Develop and implement marketing strategies to grow the customer base. Show less



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Staff/Learning Development Officer (Coach)

  • Nov 2018 - Jun 2022

  - Identify training and development needs through job analysis, staff evaluation and consultation with staff and management. - Design and deliver training programs.- Project participation and management.- Driving and implementing change. - Testing, monitoring and reviewal of change process improvements. - Produce training materials for in-house courses/programs. - Evaluate effectiveness of training programs/materials and report to management. - Driving improvement in product, process, policy and compliance knowledge.- Creating safe working/learning environments.- Providing encouragement and constructive feedback. Show less

• Customer Service Specialist - Retail Discharges Post Settlements

  • Mar 2017 - Nov 2018

  - Providing exceptional customer service for clients requesting a discharge of mortgage. - Creating/processing discharge of mortgage applications.- Liaising with stakeholders (clients/third parties/internal teams) to ensure all outstanding information is received and prepared in readiness for settlement. - First point of contact for clients. Answering emails and phone calls in a timely manner.- Data entry and maintenance of correct and accurate data and documents for settlement. - Arranging and accepting settlement dates for in person or digital settlements.- Collaboration with internal teams to drive continuous improvement across customer experience and process gaps. - Analytical mindset to highlight areas of concern and work on solutions to mitigate risk. Show less