Summary
Overview
Work History
Education
Skills
Presentation
Additional Information
Timeline
Generic

Catherine TINDALL

Summary

Strategic thinker and tactical decision-maker with passion for serving customers in lending in line with wholistic banking approach. 24 years at Greater Bank with results of high performance exceeding expectations by setting high standards.


Highly detail-oriented and professional successful at lending demonstrated following lending as required via Lending Branch Manger, Mobile Lending Manager and Lending Manager,


Expertise in customer service relations and sales management. Self-directed leader with adaptability to meet changing operational needs. Energetic and resourceful professional proficient in program management and team leadership. Innate sales abilities and customer service skills.


Talented professional well-versed in service marketing and credit offerings. Inspires staff loyalty through staff plans for improvement and development.


Overview

22
22
years of professional experience

Work History

Branch Manager, Lending Manager and Lending Mobile

Greater Bank Erina
08.2001 - Current
  • Set standards for high level customer experience through engaging and reflecting from customer interactions.
  • Assess employee performance and developed personal work plans towards continuous improvement taking strengths , weakness and bank policies and procedures via customer centric focus.
  • Time management to met deadlines by proactively managing individuals and team tasks and streamlining processes.
  • Engaged employees in business processes with positive motivational techniques. Leading with skills and knowledge to keep staff motivated.
  • Always refer and understand the compliance with regulatory guidelines and requirements.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales. Branch continuously perform with my passion inlending staying ontop of customer changes, adopting best practice to assist customers. Assist other how to perform in lending,
  • Experience in Interviewing for talented individuals with top-level strengths, improving organizational talent, and skill set. Identifying staff who have ability to build capability in finance industry,

Education

No Degree - Training And Assessment TAE40116

Western Sydney University
Sydney, NSW
05.2023

No Degree - Masters in Management/leadership

Charles Stuart University
Bathurst, NSW
07.2012

No Degree - Diploma in Financial Services

Institute Of Financial Services
East Sydney
12.2000

No Degree - Diploma in Management/leadership

Tafe NSW
Hunter
12.1997

Skills

  • Lending Capability Performance related skills :
  • Risk Analysis- 24 years experience with Greater Bank making decisions based on risk appetite at any point of time Adaptable to market and bank position
  • Sales Planning- I have 24 years demonstrated sales results indicating this comes from best practice through drive of customer focus, knowledge, skills and attitude
  • Relationship Management- Very strong communication through through knowledge, skills and attitude Networking , repeat business where focus is on working with others
  • Goals and Performance- Many assessments to plan for improvement on self and others inline with strategic objectives
  • Staff Training- Facilitated group training, one on one coaching, mentoring and buddy implemented to to staff needs
  • Digital Communication- lead the action by providing high standard customer experience in the digital world
  • Regulatory Compliance- Work to a simple process but never negotiate compliance regulations
  • Financial Analysis- Develop financial analysis from simple structure to more complex as staff develop with experience
  • Strategic and Financial Planning- Customer plans for now and the future
  • Strong Interpersonal Skills- after each customer experience reflect to improvement communication skills Assist others with observation and feedback
  • Excellent Team Leadership- Voice ideas from staff and customers and or answer issues and concerns early on
  • Key Performance Indicators (KPI)- Ensure KPIs are clear and staff understand not only what is expected and what the behaviour is to achieve
  • Employee Development- Individual staff work plans , self accountable and needs to be continuous and managed
  • Stakeholder and Investor Relations- Listen to invested interest for ideas for better outcomes Action when required by voicing up
  • Risk Assessment and Classification- Merit and character encourage others to look beyond through asking questions
  • Training and Development- Plan to reshape LCAP program to become stage progression Plan to have lenders as a specialised role

Presentation

" Resilience " designed as part of training and assessment Cert 4 , objective in response to improving non technical skills to support and help staff move forward with changes , COVID, transformation , merger etc

Additional Information

My expertise and passion lies in helping others achieve their goals through skills, knowledge , attitude that is guided by standards, I will bring 24 years of lending experience of high performance that has and will continue to evolve with changes. Change will start with simplifying processes via collaboration and innovation, implement reshaped programs that supports individual learning and development needs with a customer centric approach. I will ensure quality is delivered, monitored and measured with using TAE training and assessment framework, my skills and knowledge and passion to assist others to be their best.

Timeline

Branch Manager, Lending Manager and Lending Mobile

Greater Bank Erina
08.2001 - Current

No Degree - Training And Assessment TAE40116

Western Sydney University

No Degree - Masters in Management/leadership

Charles Stuart University

No Degree - Diploma in Financial Services

Institute Of Financial Services

No Degree - Diploma in Management/leadership

Tafe NSW
Catherine TINDALL