Francesco Tiberi
Rowville,VIC
Summary
Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Overview
10
10
years of professional experience
Work History
Specialised Banking Associate
National Australia Bank
02.2018 - Current
- Increased cross-selling opportunities through proficiently identifying client needs and recommending appropriate financial products.
- Accelerated the account opening process for new clients by ensuring accurate documentation and smooth onboarding experience, contributing to increased client satisfaction rates.
- Reduced transaction processing times by effectively utilizing banking software systems for accurate data entry and account management.
- Identified areas for cost reduction within daily operations while maintaining quality service standards aligned with industry benchmarks.
- Optimized time management skills by prioritizing tasks based on urgency levels while meeting strict deadlines and maintaining attention to detail.
- Exceeded sales targets through proactive outreach efforts, promoting bank offerings to new and existing clients.
- Strengthened teamwork among colleagues by collaborating on projects, sharing knowledge, and supporting fellow associates in their tasks.
- Fostered strong client relationships, providing personalized service and maintaining open communication channels.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Developed and executed strategic plans to acquire new merchant and business accounts, achieving a 15% increase in portfolio size annually
- Directly engaging with Customers, Bankers & Referral Partners, generally via an inbound phone call
- Sell Transactional Banking product to new and existing Business clients via an inbound and outbound calling program
- Increase share of wallet on existing NAB transactional banking customers through cross sell of multiple transactional banking products including NAB’s more complex transaction products
- Assist customers & bankers through the end-to-end Transactional Banking on boarding process
- Build and maintain strong internal relationships within Transactional Banking Teams, Specialised Sales Teams, Business Bankers, and other relevant business partners
- Price in line with our customer/product segmentation guidelines. Where appropriate provide bespoke transactional banking pricing offers in line with assigned delegated credit authority
- Proactive monitoring of risk and compliance requirements
- Work with bankers and customers in Small Business, Specialised Business NAB Partners, NAB Specialised and GEC and Corporate and Institutional Banking segments nationally
- Attract and retain customers; by identifying a customer’s need for our Transactional Banking solutions and fulfilling those needs
- Identify customers’ needs outside of our transactional banking solutions and refer to the right team across the organisation to service their needs
- Supporting our customers shift towards digital adoption, improve cash management practices and help connect across the organisation through referrals to support their ongoing and future needs
- Follow schedule adherence principals and maintain maximum time available to talk with customers
- Follow the Playbook operating rhythm guidelines. This includes participation in coaching peers; engagement with key business partners to lift Transactional Banking awareness, capability and influence an increase in referrals; weekly funnel management disciplines and execution; and delivering capability sessions to stakeholders and customer events
- Effectively managing an active and hygienic sales funnel, including maintaining opportunities with close dates in the future; correctly mapping opportunities and call reports to customer profiles; next actions/steps and reflecting correct status in the sales cycle
- Deliver relationship excellence by the consistent application of our Client Centre reporting Guidelines and Protocols
- Take actions to protect and grow existing customer relationships. These may include customer retention conversations or activities, repricing of customers, and engagement with internal business partners to contribute towards proposals or tender responses.
Customer Sales Advisor
National Australia Bank
04.2016 - 04.2018
- Developed strong relationships with clients, leading to increased repeat business and referrals.
- Collaborated with team members to drive overall sales goals, contributing to a positive work environment.
- Provided exceptional customer service by understanding client needs and offering tailored solutions.
- Assisted in developing marketing materials that effectively communicated product features and benefits to potential customers.
- Boosted customer satisfaction by addressing and resolving issues promptly and professionally.
- Developed and executed strategic plans to acquire new merchant and business accounts, achieving a 15% increase in portfolio size annually
- Directly engaging with Customers, Bankers & Referral Partners, generally via an inbound phone call
- Sell Transactional Banking product to new and existing Business clients via an inbound and outbound calling program
- Increase share of wallet on existing NAB transactional banking customers through cross sell of multiple transactional banking products including NAB’s more complex transaction products
- Assist customers & bankers through the end-to-end Transactional Banking on boarding process
- Build and maintain strong internal relationships within Transactional Banking Teams, Specialised Sales Teams, Business Bankers, and other relevant business partners
- Price in line with our customer/product segmentation guidelines. Where appropriate provide bespoke transactional banking pricing offers in line with assigned delegated credit authority
- Proactive monitoring of risk and compliance requirements
- Work with bankers and customers in Small Business, Specialised Business NAB Partners, NAB Specialised and GEC and Corporate and Institutional Banking segments nationally
- Attract and retain customers; by identifying a customer’s need for our Transactional Banking solutions and fulfilling those needs
- Identify customers’ needs outside of our transactional banking solutions and refer to the right team across the organisation to service their needs
- Supporting our customers shift towards digital adoption, improve cash management practices and help connect across the organisation through referrals to support their ongoing and future needs
- Follow schedule adherence principals and maintain maximum time available to talk with customers
- Follow the Playbook operating rhythm guidelines. This includes participation in coaching peers; engagement with key business partners to lift Transactional Banking awareness, capability and influence an increase in referrals; weekly funnel management disciplines and execution; and delivering capability sessions to stakeholders and customer events
- Effectively managing an active and hygienic sales funnel, including maintaining opportunities with close dates in the future; correctly mapping opportunities and call reports to customer profiles; next actions/steps and reflecting correct status in the sales cycle
- Deliver relationship excellence by the consistent application of our Client Centre reporting Guidelines and Protocols
- Take actions to protect and grow existing customer relationships. These may include customer retention conversations or activities, repricing of customers, and engagement with internal business partners to contribute towards proposals or tender responses.
Sales Consultant
Plega Healthcare
10.2014 - 04.2016
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Provided sales and customer service assistance to walk-in traffic
- Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
- Successfully managed a territory of healthcare facilities including hospitals, nursing homes and rehabilitation centres.
- Consistently exceeded sales targets by 20% through proactive prospecting and relationship building.
- Educated healthcare professionals on the benefits of adjustable beds for patient comfort and care
- Collaborated with healthcare providers to tailor solutions that met specific patient needs and facility requirements.
- Conducted product demonstrations and training sessions for healthcare staff to ensure proper utilization and satisfaction.
- Developed a deep understanding of healthcare regulations and compliance requirements.
- Contributed to the development of marketing materials and sales strategies to enhance product visibility and market presence.
Education
No Degree - Certified Professional Banker
Finsa
02.2021
Skills
Branch operations
Payment Processing
Collateral Valuation
Banking Software Proficiency
Anti-Money Laundering
Portfolio Management
Loan Processing
Cross-Selling Products
Foreign Exchange
Consumer Banking
Customer Service
Products and Services Knowledge
Languages
Italian
Native or Bilingual
Spanish
Elementary
Timeline
Specialised Banking Associate
National Australia Bank
02.2018 - Current
Customer Sales Advisor
National Australia Bank
04.2016 - 04.2018
Sales Consultant
Plega Healthcare
10.2014 - 04.2016
No Degree - Certified Professional Banker
Finsa
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