Amelia Roberts

I lead a team of Small Business Bankers across Metro Melbourne My Team are responsible for supporting more than 10,000 small business customers with a lending portfolio of over one billion dollars and deposit funds of $800 million under management. Key stakeholder relationships include Retail Banking, Business Banking, Private Banking and my team are small business ambassadors within their local community.

• 13 FTE
• Coaching for Performance
• Credit Assessment & Financial Analysis
• Business Development
• Governance

Achievements / Awards

• FY23 Exceptional Leadership Award for Small Business Metro
• FY22 Region of the Year Award for Small Business Metro
• 1500 Degrees Female Talent Program

• FTE - 12 Mortgage Lenders .
• Coaching for Performance
• Credit Assessment, financial Analysis
• Business Development
• Governance Achievements

Achievements / Awards

• Regional Executive Relief while on leave to run a Team of 13 Branch Managers
• First in class Audit Results 98%
• Star Award Nominee for business contribution

• Credit assessment, financial analysis, Business & Agri Lending Group and individual coaching
• Delivered high-quality training sessions, ensuring participants developed a thorough understanding of the subject matter.
• Increased participant engagement by incorporating interactive activities and group discussions into sessions.
• Identified areas in need of improvement and implemented solutions.
• Promoted continuous learning within the organization by sharing best practices and lessons learned from various facilitation experiences.

• Compliance/ Audits of Home Loan Files for Small Business in Retail
• Established and executed governance implementation roadmap.
• Defined performance indicators and quality metrics to maintain compliance with governing policies, standards and adoption requirements.
• Assisted in developing ethical guidelines for employees while fostering a culture of accountability throughout the organization.
• Ensure adherence to ANZ policies, processes and external regulatory and legislative requirements

• Locally based commercial Relationship Manager
• Retaining and growing an existing portfolio of business customers, acquiring & on boarding new to bank − customers across a wide range of industries
• Managing internal & external stakeholder relationships including area managers, brokers, accountants, mortgage introducers, retail branch staff, business bank partners.
• Financial Acumen - credit knowledge, credit analysis, unsecured lending, cash flow lending, start-up business, existing business lending, refinances, dual applications, commercial property purchase.
• Cross Selling ANZ commercial product partners: Mortgages, Commercial Cards, Financial Planning & Business Insurance and ongoing service and support
• Strategic pricing of facilities