Summary
Overview
Work History
Education
Skills
Websites
Reading, Sailing, Community Engagement
Languages
Timeline

Debb Oakley

Portland,VIC

Summary

Proven leader in financial and administrative sectors, adept at strategic planning and communication, significantly enhanced client satisfaction and revenue for Beyond Bank - AWA Alliance Bank. Skilled in team leadership and client confidentiality, fostering strong relationships and driving results through innovative solutions and effective team mentorship.

Overview

31
31
years of professional experience

Work History

Relationship Advisor

Beyond Bank - AWA Alliance Bank
10.2019 - Current
  • Managed a diverse portfolio of high net worth clients, ensuring their financial goals were met through tailored solutions.
  • Assisted in the development of new business strategies, resulting in increased revenue generation for the bank.
  • Developed customized financial plans by thoroughly understanding client objectives and risk tolerance profiles.
  • Identified opportunities for cross-selling products to existing clients, enhancing their overall banking experience.
  • Established strong referral networks with internal partners such as commercial banking, private banking, and wealth management teams to identify potential new clients.
  • Ensured compliance with all relevant regulations by adhering to established policies and procedures in all aspects of the role.
  • Accomplished multiple tasks within established timeframes.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Controlled costs to keep business operating within budget and increase profits.

Administration Specialist

Glenelg Shire Council
06.2016 - 08.2017
  • Organized successful company events by coordinating venue selection, catering services, agenda preparation, and attendee confirmations.
  • Optimized internal documentation systems by consolidating redundant files and implementing a standardized categorization system.
  • Streamlined administrative processes by implementing efficient filing systems and digital record-keeping methods.
  • Contributed to the development of company-wide training programs by collaborating with HR teams and providing input on relevant topics.
  • Provided comprehensive support to management teams during key projects, ensuring deadlines were met and objectives achieved.

Customer Service Officer

Silvan Ridge Business Advisors
10.2013 - 07.2016
  • Enhanced customer satisfaction by efficiently addressing and resolving their inquiries and concerns.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
  • Maintained a high level of product knowledge to effectively assist customers with accurate information and recommendations.
  • Collaborated with team members to identify areas of improvement in processes, resulting in more efficient service delivery.
  • Developed strong rapport with customers, fostering loyalty and repeat business through personalized service.

Deposit Specialist Leader

Commonwealth Bank Australia
07.1993 - 10.2013
  • Led cross-functional teams to achieve project goals on time and within budget constraints.
  • Established productive partnerships with external organizations that resulted in mutually beneficial collaborations.
  • Enhanced company reputation through successful completion of high-profile projects, resulting in new business opportunities.
  • Mentored junior team members, providing guidance and support for their professional growth and development.
  • Promoted a positive work environment by fostering open communication channels, encouraging teamwork, and recognizing employee achievements.
  • Developed and maintained strong client relationships through effective communication and timely delivery of projects.

Education

Lending Accreditation, Kaplan Institute - AWA Alliance Bank

Certificate 3 Financial Services

Kaplan

Superannuation Specialist Certificate, Commonwealth Bank Australia

Commserve Accreditation, Commonwealth Bank Australia

Skills

  • Team leadership
  • Organisation & Scheduling
  • Communication
  • Strategic Planning
  • Community Leadership & Engagement
  • Active Learning
  • Client Confidentiality

Reading, Sailing, Community Engagement

Portland Coastal Cliffs Inc. Chairperson - Caring for Glenelg Coasts

Portland Yacht Club - Committee of Management member

Funky Hearts - Board Member & volunteer - Children's not for profit play centre

Portland Baptist Church - Mission Support Group Secretary

Portland Football, Netball & Cricket club member


Languages

English
Professional Working

Timeline

Relationship Advisor - Beyond Bank - AWA Alliance Bank
10.2019 - Current
Administration Specialist - Glenelg Shire Council
06.2016 - 08.2017
Customer Service Officer - Silvan Ridge Business Advisors
10.2013 - 07.2016
Deposit Specialist Leader - Commonwealth Bank Australia
07.1993 - 10.2013
Lending Accreditation - ,
Kaplan - , Certificate 3 Financial Services
Superannuation Specialist Certificate - ,
Commserve Accreditation - ,

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Debb Oakley