Fiona Morgan

• Customer facing relationship management and sales within the banking and financial services sector,
• Focusing on proactive customer engagement, tailored lending strategies and driving portfolio growth t4o ensure yearly targets are met,
• Analyse customers financial needs and recommend appropriate banking products and services,
• Working closely with compliance team to ensure following correct and up to date protocol in all areas including client confidentiality,
• Prepare documents and reports for internal and external organisations,
• Assist with managing home loan applications from submissions through to settlement.

• Transaction Handling in a fast past, ever changing environment,
• Proactively identifying and converting needs-based sales opportunities,
• Taking ownership and following up on all opportunities to acquire and/or retain new business opportunities,
• Providing customers one point of contact in the bank and finding the best avenue to address/resolve their complaints,
• Collaborating with business partners to ensure the customer receives excellent pre-sales and post-sales service.
• Working closely with management and business partners to develop strategies around sales techniques to maximise branch productivity and provide excellent customer service,
• Cross-selling additional products and services and/or refers to other units within the Bank as appropriate to deepen existing customer relationships with the Bank,
• Book a banker role – assisting customer via a new program within St George that allows us to broaden our service, on a personal level, to our customers over the phone at a time that suits them.

· Striving for business with the ability to communicate and build relationships,

· Provide exceptional customer service to all clients from diverse backgrounds in a friendly and professional manner,

· Accurate data entry, bookkeeping system, and invoice delegation,

· Handling customer complaints in a friendly and professional manner,

· Exceptional organization skills and diary management,

· Marketing and advertising to promote our service and client base.

· Managing Executive’s personal schedule and executive board meetings,

· Organise, asses and deliver meeting notes,

· Cash management custodian for stores cash inventory,

· Create and maintain filling systems and perform routine clerical and administration duties,

· Front of house management,

· Promoting brand awareness through strategic marketing initiatives.