Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
13
13
years of professional experience
Work History
Relationship Manager
ANZ
Perth CBD, WA
04.2015 - Current
Managing a portfolio of clients by providing advice on financial products, services and solutions.
Develop strategies to attract new customers while retaining existing ones.
Develop and maintain strong relationships with clients to ensure satisfaction and loyalty.
Identify customer needs, developed customized solutions, and provided knowledgeable advice.
Conduct regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
Assess customer requirements on an ongoing basis in order to provide tailored solutions.
Evaluate customer feedback to identify areas of improvement in products or services offered.
Collaborate with internal teams to develop strategies that would increase customer engagement levels.
Coordinate with cross-functional teams to ensure successful implementation of projects.
Participate in industry events such as conferences a to build brand awareness among prospects.
Provide guidance and support to junior staff members on the principles of commercial lending.
Ensure compliance with all relevant banking regulations, laws and guidelines.
Business Banking Manager
ANZ
Perth CBD, WA
04.2013 - 03.2015
Manage a portfolio of clients by providing advice on financial products, services and solutions.
Analyze customer creditworthiness in order to determine eligibility for loan applications and prepare credit proposals for credit risk approval.
Conducted financial analysis of customer portfolios to identify areas of improvement or risk.
Ensure compliance with all relevant banking regulations, laws and guidelines.
Develop strategic relationships with key stakeholders in the business community.
Provide guidance and support to junior staff members on the principles of commercial lending.
Resolve customer complaints regarding their accounts in a timely manner.
Identify opportunities to expand existing client relationships through additional services or products.
Assistant Manager
ANZ
Perth CBD, WA
11.2010 - 03.2013
Assisted Relationship Managers in handling customer inquiries and resolving issues
Conducted due diligence and fulfilled compliance requirements, communicating with other departments to complete requests.
Prepared credit risk evaluations.
Provided administrative support to Relationship Managers, including scheduling meetings and preparing documents.
Education
MBA - Finance
Deakin University
Burwood, VIC
01-2009
Master of Commerce - Accounting And Finance
Deakin University
Burwood, VIC
01-2009
Graduate Diploma of Accounting - Accounting And Finance
Deakin University
Burwood, VIC
01-2009
Skills
New Business Development
Effective customer communication
Customer Relationship Management
Relationship building and management
Value Selling
Solution management
Written and verbal communication
Regulatory Compliance
Accomplishments
Relationship Manager of the year (2021) - Business Banking
Rising Star (2015) - Business Banking
Reference
Available upon request.
Timeline
Relationship Manager
ANZ
04.2015 - Current
Business Banking Manager
ANZ
04.2013 - 03.2015
Assistant Manager
ANZ
11.2010 - 03.2013
MBA - Finance
Deakin University
Master of Commerce - Accounting And Finance
Deakin University
Graduate Diploma of Accounting - Accounting And Finance