Summary
Overview
Work History
Education
Skills
Timeline
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Harry Li

Sydney,NSW

Summary

Accomplished Transitional Banking Manager with a proven track record at Macquarie Group, adept in software integration and fostering relationships with C-suite executives. Spearheaded initiatives to streamline banking products, achieving significant client retention and surpassing financial deposit metrics. Award-winning performance at Westpac highlights technical expertise and exceptional negotiation skills, driving business growth and operational excellence.

Overview

7
7
years of professional experience

Work History

Transitional Banking Associate Manager

Macquarie Group
07.2023 - Current
  • Holistically managed the onboarding of medium to large enterprises with Macquarie business banking, including communication and building relationships with C-suite executives, establishment of industry specific accounts, KYC/AML and software integration
  • Leveraged strong knowledge of payment and transactional products to support a team of relationship managers
  • Spearheaded bank wide initiatives in simplifying and streamlining product offering, including removal of cheques and specific payment facilities whilst managing client retention
  • Strongly delivered on financial deposit metrics, whilst ensuring appropriate precautions and management of risk factors.
  • Efficiently resolved client needs at often tight deadlines, managing and prioritizing multiple requests across a portfolio of clients

Business Solution Banker/SME

Westpac
09.2021 - 07.2023
  • Managed end to end onboarding of SME clients with appropriate merchant facilities
  • Knowledge expert within the team to manage escalated complaints, complex dispute resolution and coaching
  • Onboard and nested new bankers in a supervisory role to lead in compliance, sales and knowledge uplift
  • 1H22 FY22 award winner in Westpac Business Banking.
  • Identified areas of improvement within IVR systems and processes, halving the prevalence of incorrect call routing in the Business Bank.
  • Led merchant payment masterclasses for regional and branch managers nationwide, uplifting the confidence and knowledge of senior leaders in retail branches.

Business Specialist

Optus
02.2018 - 09.2021
  • Managed and uplifted KPIs teamwide through coaching and identifying client needs
  • Developed and implemented business strategies to increase company profitability.

Education

Bachelor of Science - Psychology

Macquarie University
NSW

High School Certificate -

Normanhurst Boys High School
NSW

Skills

  • Industry-specific experience
  • Technical expertise in deposit offering, software integration and payment offering
  • Clear communication and negotiation ability with C-suite executives
  • Growth mindset and highly proactive in change management

Timeline

Transitional Banking Associate Manager

Macquarie Group
07.2023 - Current

Business Solution Banker/SME

Westpac
09.2021 - 07.2023

Business Specialist

Optus
02.2018 - 09.2021

Bachelor of Science - Psychology

Macquarie University

High School Certificate -

Normanhurst Boys High School

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Harry Li