Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Adriano Maiorca

Sydney

Summary

Accomplished in portfolio management and customer service, I excelled at NAB by enhancing client relationships and achieving significant business growth. Leveraging skills in credit analysis and interpersonal communication, I consistently surpassed performance targets, demonstrating a unique blend of technical proficiency and client-focused service.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Mobile Lender

CBA
04.2012 - Current
  • Managed a diverse portfolio of loans while maintaining client relationship management.


  • Prioritized client retention by providing exceptional customer service during all stages of the borrowing experience.


  • Analyzed clients'' financial health by thoroughly reviewing credit reports, income statements, and other relevant documentation before approving loans.


  • Worked closely with sales teams to identify potential leads for new business opportunities in the lending sector.
  • Contributed positively to overall team success through consistent achievement of individual performance targets.
  • Keeping up to date with ongoing professional development opportunities to stay current on industry best practices.
  • Increased loan approvals by efficiently evaluating and processing loan applications with quick turnaround times.
  • Supported borrowers throughout the entire lending process, ensuring clear communication and transparency.


  • Maintained strong relationships with clients, providing personalized service and financial advice to meet their needs.


  • Developed and maintained relationships with customers, lenders and other third parties.

Relationship Executive Business Banking

NAB
06.2005 - 06.2012
  • Enhanced client relationships by consistently providing exceptional service and promptly addressing concerns.
  • Converted community contacts into potential clients through networking, consistency and credibility.
  • Contributed to the growth of the business by identifying new opportunities and potential clients.
  • Developed strong rapport with clients by maintaining regular communication, providing updates on relevant industry trends, and offering proactive advice.
  • Conducted comprehensive needs assessments for clients, identifying areas of opportunity for additional products or services within their portfolios.
  • Participated in networking events and industry conferences to expand professional connections and stay current on market trends.
  • Collaborated with cross-functional teams to develop strategies for improving customer experience and increasing retention rates.
  • Managed a diverse portfolio of clients (up to $50M turnover), ensuring their financial goals were met or exceeded through personalized recommendations and solutions.
  • Consistently achieved targets related to revenue growth, client retention rates, and new business acquisition.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Worked in different locations including NAB House George Street, Hurstville and TAren Point Business Banking Cenres.

Business Banking Assistant.

NAB
03.2000 - 07.2005
  • Provided exceptional customer service, contributing to a positive reputation for the bank.
  • Advised customers of products and services and assisted bankers in delivering superior customer service.
  • Entered loan data into computerized banking system for renewals and modifications and submitted requests to portfolio managers before maturity.
  • Prepared credit memorandums for the Senior Relationshp Manager.

Education

Diploma - Cert 4 Banking And Finance

Lidcombe Tafe
Lidcombe
10-2000

Skills

  • Documentation review
  • Credit analysis
  • Cash flow analysis
  • Loan origination
  • Portfolio management
  • Debt restructuring
  • Repayment capacity
  • Financial assessment
  • Team player
  • Customer service-focused
  • Friendly
  • Loan servicing
  • Consumer lending
  • Banking
  • Credit
  • Loans
  • Mortgage lending

Certification

Cert 4 Banking and Finance

Timeline

Mobile Lender

CBA
04.2012 - Current

Relationship Executive Business Banking

NAB
06.2005 - 06.2012

Business Banking Assistant.

NAB
03.2000 - 07.2005

Diploma - Cert 4 Banking And Finance

Lidcombe Tafe
Adriano Maiorca