Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
21
21
years of professional experience
Work History
Senior Relationship Manager
Westpac Banking Group
Gippsland , Vic
01.2005 - 09.2025
Managed client portfolios to ensure satisfaction and retention.
Developed strategic relationship plans for high-value clients.
Facilitated communication between clients and internal teams.
Conducted regular meetings to review account performance with clients.
Mentored junior staff on best practices in client relationship management.
Collaborated with cross-functional teams to enhance service delivery.
Resolved client issues by coordinating solutions across departments.
Interacted with customers and worked closely to resolve issues.
Conducted regular meetings with customers to discuss their needs and provide tailored solutions.
Analyzed customer data to identify areas of risk and potential opportunities for growth.
Provided ongoing support to customers throughout the life cycle of their relationship with the bank.
Addressed inquiries from clients and department team members.
Resolved customer inquiries or complaints promptly and efficiently in accordance with established guidelines.
Developed and managed a portfolio of existing clients to ensure long-term customer relationships.
Reviewed financial statements, credit reports, and other relevant documents in order to assess creditworthiness.
Education
High School Diploma -
Bairnsdale High Scool
Bairnsdale, VIC
11-1977
Skills
Client portfolio management
Strategic relationship planning
Customer data analysis
Creditworthiness assessment
Cross-functional collaboration
Customer retention strategies
Client communication management
Relationship development
Tailored solutions provision
Client needs analysis
Customer engagement
Sales management
Business strategies
Portfolio management
Business development
Customer interaction
Problem-solving abilities
Active listening
Business acumen
Teamwork
Ethical conduct
Multitasking Abilities
Customer service
Verbal and written communication
Financial reporting
Cold calling
Client acquisition
Coaching and mentoring
Account management
Computer skills
Affiliations
Health & Fitness it my key interest Family & Friends is very important part of my life