Cassiano Garcia

• Acquiring and developing trusted relationships with a portfolio of major clients (High net worth individuals, institutions, commercial, corporations)
• Managing and retaining relationships with existing clients
• Increasing client base and generate lending leads
• Having an in-depth knowledge of business products and value proposition
• Negotiating with stakeholders
• Identifying and mapping business strengths and customer needs
• Researching business opportunities and pitching ideas
• Reporting on successes and areas needing improvements
• Coaching and training Retail leaders and bankers

Responsibilities:

• Lead and coach a team to deliver strong results
• Grow the branch Balance Sheet whilst delighting customers and looking after their needs
• Be active in the community to attract new relationships and business to the branch
• Strong focus on compliance and data integrity

Responsibilities:

• Look after customer needs such as home loans, insurance and accounts.
• Pro-actively generate new leads to the business
  
• Attract new referral partners outside the business
• Coaching of banker in branch

Responsibilities:

• Create and maintain professional relationships with potential/existing clients, ensuring that company high service standards were met and all policies and procedures fully followed.
  
• Look after customer needs
• Refer new clients to local Home Finance Manager and Financial Planners

Responsibilities:

• Cold Calling to generate new business
• Cross selling products
• Accounting of Company

Responsibilities:

• Participating in client meetings (for exising+new clients)+business development activities
  
• Cold Calling to generate new leads
• Preparing client documents/investment reports, statements/records of advice
  

Responsibilities:

• Rostering of staff
• Creating menus and planning with a budget
• Pay Roll duties