Summary
Overview
Work History
Education
Skills
Status
References
Personal Qualities
Hobbies and Interests
Timeline
Generic

Annette Pinder

Sylvania,Australia

Summary

A visionary thinker with extensive experience in financial services. An accomplished business leader with international experience. A record of developing highly productive and effective teams. More than 25 years’ experience in management and business development roles in the insurance and banking industry. A talent for building capabilities, aligning interests and achieving positive outcomes in complex operational environments. A natural ability to establish rapport, trust and respect with people on all levels across professional, social, cultural and age boundaries. An innovative and assertive leader with the ability to initiate change. Excellent stakeholder management with clear influencing capacity and an effective communicator with a plain speaking manner that engenders respect and trust at all levels. Experienced in analysing, designing, planning and implementing programs to improve performance, increase revenue, and reduce costs with the ability to develop specialist teams to achieve company goals. Committed to coaching teams, setting performance goals and measuring results to achieve and improve productivity levels through collaboration, continuous improvement and best practice. Extensive knowledge of financial markets and the impact on economies. Advising customers on current economic trends and themes.

Overview

20
20
years of professional experience

Work History

Business Banking Executive

Business and Private Bank (Health)
12.2020 - Current
  • Leading a team of 10 Senior Relationship Mangers across health specialisation with a focus on Pharmacy
  • Responsible for $2 billion portfolio size of health professionals for their business leading requirements
  • Responsible for both proprietary channel and broker channel customers
  • Building strong business development focus with key broker relationships and industry events such as Australian Pharmacy Professional Conference (APP)
  • Working with credit on pharmacy credit appetite strategy for NAB Health Business and reviewing pharmacy strategy
  • Ensure appropriate risk frameworks are met and are in place for the business – with regular reviews and education
  • Building a bank of choice culture within the team engaging Markets, Transactional Banking, Trade and Working Capital and other NAB Partners to bring the best of NAB to our new and existing customers
  • Working with the team on our key metrics across lending growth, refinance, AAA pipeline, compliance, and revenue
  • Developing people with clear development plans in place to support them with their future goals and aspirations
  • Leading team through a pandemic and creating supportive and safe environment to be able to thrive.

Executive Manager Regional Healthcare

Commonwealth Bank Australia
05.2022 - 04.2023
  • Increased overall team productivity by implementing innovative management strategies and streamlining communication channels.
  • Enhanced operations and implemented technological innovations in collaboration with senior leadership.
  • Implemented data-driven decision-making processes to drive continuous improvement in overall company performance.
  • Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
  • Brought in new business connections and revenue generation opportunities by improving networking strategies.
  • Improved brand awareness by monitoring marketing campaigns and fostering membership acquisitions and business development.
  • Researched industry and marketplace trends to enhance sales techniques and meet customer needs.
  • Spearheaded talent acquisition efforts to attract top talent from diverse backgrounds by leveraging industry knowledge and professional networks.
  • Acquired Number new customers through improved conversion techniques such as email follow-up messages.
  • Identified market product demands and customer trends to bring in new customers and retain existing ones for sustainable profits.
  • Identified trends in customer marketplaces to develop valuable solutions.
  • Built and deepened relationships with internal and external personnel to enhance client retention and growth plans.
  • Developed long-term business plans for sustained company growth, leading to an increase in market share and profitability.

Head of Medfin Northern

Business and Private Bank
10.2019 - 12.2020
  • Leading a team of Relationship Managers and Associates across NSW/ACT/QLD
  • Grow the current business by developing strong relationships with key associations and supplier networks
  • Create a strong team culture and through personal growth and coaching mentorship
  • Change management required to transform the business from reactive to proactive – retain and grow customer base
  • Strong stakeholder collaboration and engagement within NAB Growth Sectors and NAB Health
  • Coach and develop leaders within the business with senior bankers and leaders of the associate team
  • Provide team with market information to be able to share with their health practitioners
  • Ensure appropriate risk frameworks are met and are in place for the business – with regular reviews and education
  • Plan strategies for the business to ensure key targets are met
  • Support our health practitioners to reach their financial goals by educating them on several products such as – equipment finance, goodwill, fit-out’s, commercial premises and identifying home loan opportunities.

Head of Business Markets

Corporate and Institutional, NAB
03.2016 - 10.2019
  • Leading a team of 35 Interest Rates and Foreign Exchange Managers and Dealers
  • Leading a $150m revenue business and increased revenue YOY by 10%
  • Developed several business development strategies to grow the customer segment for NAB
  • Change management required to transform the business from reactive to proactive – retain and grow customer base
  • Strong stakeholder collaboration and engagement in Business Bank, Trade Finance, Digital and Direct and Transaction Banking
  • Coach and develop Leaders within the business (Directors)
  • Provide team with current economic data to educate customers on the economic landscape
  • Providing customers with risk management solutions for foreign exchange, rates and commodities
  • Educate stakeholders on current economic activities and conversations to have with their customers
  • Ensure appropriate risk frameworks are met and are in place for the business – with regular reviews and education.

Executive Manager

Migrant Financial Services
09.2013 - 03.2016
  • Leading Migrant Financial Services (MFS) teams in London, China and Australia
  • Leading a Sydney based team providing relationship management to newly arrived migrants
  • Leading 30 indirect reports with 7 direct reports
  • Develop MFS business strategy and implementation
  • Represent the bank on a committee focusing on different areas to promote the organisation as a multi-cultural bank of choice, cultural diversity, inclusion and global economic themes regarding migration.

National Sales Manager

Foreign Exchange
03.2011 - 09.2013
  • Grow the SME foreign exchange business and support the LBB network with FX enquiries
  • Lead and mentor a team of 10 sales professionals
  • Acquire new customers to CBA and support the LBB business with FX limits
  • Educate bankers on CBA’s FX offering and CommBiz/Commbiz Markets
  • Entice customers back to the CBA that are using a third party provider for their FX transactions
  • Educate the team on economic trends and having an informative conversation with customers
  • Provide economic update commentary to stakeholders
  • Cross sell other banking products such as Trade Finance and Transaction Banking.

Business Development Manager

Commonwealth Bank Australia
09.2008 - 03.2011
  • Generate new business and work with dealing team to satisfy targeted client’s needs
  • Work with relationship managers/executives to establish credit limits for foreign exchange hedging
  • Demonstrate CommBiz Markets through the online FX platform
  • Identify other banking opportunities
  • Understand the financial markets and economic themes to give general and personal advice to new business clients and current clients
  • Visit existing bank customers to enable foreign exchange trading.

Lead Generation Manager

Corporate Foreign Exchange
05.2007 - 09.2008
  • Manage a team responsible for securing appointments for the Business Development Managers
  • Worked with BDM’s and dealers in relation to options and forward contracts as requested
  • Maintaining accurate data in Salesforce.com and prepare call lists
  • Provide weekly reporting for the Australian team with call-to-appointment ratio metrics
  • Recruit and manage staff.

Team Leader

United Medical Protection Limited
10.2004 - 07.2006
  • Manage, coach and mentor 12 staff members
  • Manage workflow and produce monthly reports.

Portfolio Service Officer

United Medical Protection Limited
10.2004 - 03.2005
  • Assisted with written and verbal enquiries
  • Attended to member requirements for Government introduced schemes and initiatives in line with legislative requirements.

Education

Master of Business Administration (Executive) -

ACU
01.2018

Diploma in Financial Service (Australian Financial Markets) -

01.2008

Skills

  • Interpersonal Skills
  • Operations Management
  • Executive Support
  • Customer-Oriented
  • Team Leadership
  • Customer Relations
  • Problem Resolution
  • Motivation
  • Strategy Development
  • New Business Development
  • Stakeholder Management
  • Strategic Planning
  • Business Development
  • Community Engagement
  • Public speaking talent
  • Staff Development
  • Risk Management
  • Business Planning
  • Sales expertise
  • Change Implementation
  • Training and Development

Status

Australian Citizen

References

On request

Personal Qualities

  • An optimistic, resilient and supportive team member and team leader.
  • Passionate, motivated and results driven to achieve excellence in all endeavors.
  • Honest, people oriented with a positive attitude and strong work ethic.
  • High attention to detail with good organizational and time management skills.

Hobbies and Interests

Animal welfare, Exercise and wellbeing

Timeline

Executive Manager Regional Healthcare

Commonwealth Bank Australia
05.2022 - 04.2023

Business Banking Executive

Business and Private Bank (Health)
12.2020 - Current

Head of Medfin Northern

Business and Private Bank
10.2019 - 12.2020

Head of Business Markets

Corporate and Institutional, NAB
03.2016 - 10.2019

Executive Manager

Migrant Financial Services
09.2013 - 03.2016

National Sales Manager

Foreign Exchange
03.2011 - 09.2013

Business Development Manager

Commonwealth Bank Australia
09.2008 - 03.2011

Lead Generation Manager

Corporate Foreign Exchange
05.2007 - 09.2008

Team Leader

United Medical Protection Limited
10.2004 - 07.2006

Portfolio Service Officer

United Medical Protection Limited
10.2004 - 03.2005

Master of Business Administration (Executive) -

ACU

Diploma in Financial Service (Australian Financial Markets) -

Annette Pinder