AYSHA BARNETT
Summary
Professional and trusted employee with an extensive knowledge of Westpac Banking Corporation systems and processes, and of the financial services industry in general.
I consistently prove to be a valuable business asset, with the ability to exceed business KPI's and expectations within allocated timeframes.
Within my current and previous roles, I continue to provide appropriate resolutions to growing business objectives in line with our current policies and procedures, with a strong focus on risk and relationship management.
I am looking to expand my knowledge outside of the Associate role within Private Wealth, and will prove within very little time that I can also be an essential part of the Private Wealth Operations Team.
Overview
18
18
years of professional experience
Work History
Senior Associate Private Banker
Westpac Private Bank
11.2018 - Current
- Maintains great professional relationships with internal and external stakeholders- demonstrating sound collaboration and influencing skills to deliver prompt outcomes
- Team Risk agent - Attends monthly meetings to be advised of regulatory and internal business developments to facilitate incorporation within my team
- Accountability to identify and document any observed risk issues, with a strong focus on Private Wealth's risk responsibilities
- Pricing of deposit and lending products for clients- managing the delicate balance of customer satisfaction with internal net interest margin and revenue targets
- Lending experience through very active Ultra High Net Worth client portfolio
- Maintain consistent stakeholder satisfaction - Current Net Promoter Score of 100%.
Internal Secondment- Business Operations
Private Bank
02.2024 - 02.2024
- Assisted with weekly CSA checks of Contact Plans to ensure correct process being followed to mitigate business risk of staff having non-compliant conversations with clients
- Assisted with monthly Complaints Monitoring and reporting, including providing feedback to internal staff to ensure high standard of complaints loading
- Attended meetings with internal business partners to discuss and implement new initiatives within Private Wealth and the wider business
- Providing ongoing assistance as a contact person for training on business changes
Internal secondment- Change Team
Westpac Private Bank
03.2023 - 03.2023
- Liaising with internal business partners to be notified of incoming business regulatory and process changes
- Assisted with setting an annual calendar for the implementation of a new operating rhythm within my business division and presented calendar to our senior leadership team
- Created 'Change' pack presented in weekly meeting on incoming changes within my business division.
Relationship Manager
Westpac Premium
11.2017 - 11.2018
- New client acquisition- attending 10+ client meetings per week
- Manage my own portfolio of clients- meeting activity and revenue targets through new lending and deposit opportunities
- Managing business risk responsibilities through every activity performed
- Follow banking Responsible Lending procedures throughout the process of each lending deal.
Senior Associate Private Banker
Westpac Private Bank
04.2015 - 11.2017
- Maintains great professional relationships with internal and external stakeholders- demonstrating sound collaboration and influencing skills to deliver prompt outcomes
- Team Risk agent - Attends weekly meeting to be advised of regulatory and internal business developments to facilitate incorporation within my team
- Accountability to identify and document any observed risk issues, with a strong focus on my divisional business' risk responsibilities
- Pricing of deposit and lending products for clients- managing the delicate balance of customer satisfaction with internal net interest margin and revenue targets
- Lending experience through very active Ultra High Net Worth client portfolio
- Maintain consistent stakeholder satisfaction - Current Net Promoter Score of 100%.
Client Liaison Officer
BT Private Wealth
06.2011 - 04.2015
- Completing daily reports reports to ensure balancing of internal accounts and accurate documenting of any discrepancies
- Worked with various internal departments to assist with finding client solutions
- Representative of our internal Employee Engagement Council, to boost morale in the workplace, working on strategies to keep staff updated and involved in any business changes and presenting these updates in team meetings
- Assisting Associate Private Bankers manage their workload during high volume periods
- Tasks include creating service requests through Seibel system and liaising directly with clients to resolve issues.
Teller
Westpac Banking Corporation
08.2006 - 06.2011
- Handled reports important for meeting compliance requirements
- Treasury Custodian- responsible for all outgoing and inward branch cash limit management
- Customer facing role provided me with confidence to interact with clients and further develop interpersonal skills
- Developed transactional banking and product knowledge through ongoing training and practical experience.
Education
Higher School Certificate -
St Patrick's College
01.2005
RG146- Currently studying -
Kaplan Professional
Skills
- Microsoft Office Suite
- Google Docs
- Seibel/Relationship Builder
- Adobe
- Nitro
- Communication
- Time Management
- Complaints Handling
- Problem Solving
- Customer Service
References
Available upon request
Timeline
Internal Secondment- Business Operations
Private Bank
02.2024 - 02.2024
Internal secondment- Change Team
Westpac Private Bank
03.2023 - 03.2023
Senior Associate Private Banker
Westpac Private Bank
11.2018 - Current
Relationship Manager
Westpac Premium
11.2017 - 11.2018
Senior Associate Private Banker
Westpac Private Bank
04.2015 - 11.2017
Client Liaison Officer
BT Private Wealth
06.2011 - 04.2015
Teller
Westpac Banking Corporation
08.2006 - 06.2011
Higher School Certificate -
St Patrick's College
RG146- Currently studying -
Kaplan Professional