Allison Young
Seaford,VIC
Summary
Results-driven professional skilled in managing customer relationships and inquiries while ensuring compliance with financial regulations. Expertise in market analysis, risk management, and client portfolio optimisation enhances organisational growth. Effective communicator and problem-solver who excels in fast-paced environments.
Overview
20
20
years of professional experience
Work History
Senior Relationship Manager
Commonwealth Bank (CBA)
Melbourne, Vic
07.2025 - Current
- Analysed financial statements, credit reports, and relevant documents to evaluate creditworthiness..
- Conducted evaluations of client portfolios to identify focus areas for enhancement and optimise client outcomes.
- Advocated insurance and products to clients, assessing financial feasibility and aligning services with their needs.
- Managed customer inquiries and complaints in a timely and efficient manner according to established guidelines.
- Ensured compliance with legal regulations, policies, and procedures related to banking operations.
- Analysed customer building strong detailed relationships data to identify areas of risk and potential opportunities for growth personalising the service.
Virtual Home Finance Manager
Westpac
Melbourne, VIC
07.2021 - 07.2025
- Executed 20 interviews each week to evaluate potential candidates.
Prepared a minimum of five home loan applications weekly, maintaining high standards of quality.
Exhibited strong self-motivation and discipline in remote work setting with Virtual home finance team. - Managed end-to-end loan processing, coordinating conversations, inputs, documentation, and settlement efficiently.
- This requires a high level of efficiency, problem solving, customer service and strong time management skills.
- exceeding targets with an average of 3.5 drawdowns weekly.
- Honored with YR23 GEM award for outstanding contributions in home finance.
Manager
Beach 162
10.2019 - 10.2021
- Managed and trained staff to enhance operational efficiency.
Oversaw daily operations to ensure smooth functionality.
Conducted quality control to maintain high standards.
Administered social media platforms for effective outreach.
Planned and facilitated events to engage target Ensure compliance with health and safety procedures and protocols. - Trained and supervised staff to maintain high service standards.
- Coordinated schedules to maximize team effectiveness during peak hours.
- Managed and trained staff to enhance operational efficiency.Oversaw daily operations to ensure smooth functionality.Conducted quality control to maintain high standards.Administered social media platforms for effective outreach.Planned and facilitated events to engage target Ensure compliance with health and safety procedures and protocols.
Bank Manager/Banking Advisor
Nation Australia Bank (NAB)
07.2010 - 10.2018
- Provided tailored financial advice on loan options, aligning products with individual customer needs to enhance satisfaction.
- Managed staff decision-making and facilitated effective communication between staff and customers.
- Traveled to various branches to serve as bank manager and banking advisor.
- Focused on enhancing customer satisfaction through personalised service and dedicated support.
- Position placed in front line requiring strong listening skills, comprehensive understanding of bank products, and commitment to delivering exceptional service and ensuring customer satisfaction.
- Gained extensive knowledge of banking products and specifications to effectively assist customers.
- Prepared all documentation, investigated and confirmed details, provided clear interpretations of requirements, and ensured compliance with laws and regulations.
- providing customers complete package from loan application until settlement.
Hospitality Services/ Shift Manager
Crown Casino - Melbourne
Melbourne, VIC
03.2006 - 11.2009
- Accomplished completion of hospitality traineeship certificate 3 in hospitality operations at Crown Casino, earning nomination for Trainee of the Year 2007
Education
Graduate diploma - property
Deakin University
03-2026
Certificate - business admin
01-2009
Skills
- Customer relationship management
- Project Management
- Portfolio management
- Risk management
- Team leadership
- Effective communication
- Problem-solving
- Task prioritisation
- Ability to work under pressure
- Team collaboration
- Computer proficiency
References
Available upon request.
Attributes
- I am well presented, well spoken, organised and efficient.
- I am able to work responsibly on my own, as well as work well as part of a team.
- I am able to exercise initiative and common sense.
- I am comfortable dealing with people from all walks of life.
Timeline
Senior Relationship Manager
Commonwealth Bank (CBA)
07.2025 - Current
Virtual Home Finance Manager
Westpac
07.2021 - 07.2025
Manager
Beach 162
10.2019 - 10.2021
Bank Manager/Banking Advisor
Nation Australia Bank (NAB)
07.2010 - 10.2018
Hospitality Services/ Shift Manager
Crown Casino - Melbourne
03.2006 - 11.2009
Graduate diploma - property
Deakin University