Forward-thinking business banking professional well-versed in the needs of small business banking customers. Knowledgeable about banking practices, regulatory standards and available products and services. Good relationship-building, communication and program management abilities.
Overview
7
7
years of professional experience
Work History
Business Development Analyst
Bankwest
Perth, WA
02.2022 - Current
Achieving settlement targets and ensuring service and quality objectives are met
Ensuring market leading service to customers and excellent customer experience
Determining customer needs and recommending product solutions
Accountability for customer relationships with regular customer contact
Developing stakeholder relationships with Bankwest colleagues, including local Bankwest Business teams, Business credit and other business partners.
Managing transactions end-to-end autonomously
Small Business Transactional Specialist
Bankwest
Perth, WA
03.2020 - 02.2022
Receiving calls from Small Business customers to assist with their business requirements, such as; transactional accounts applications, term deposits, merchant enquiries, online business banking, etc.
Utilise BOC framework with customers to identify any additional business banking needs including leading and personal banking needs.
Manage merchant enquires and sales
Look for continuous improvement opportunities to simplify processes, both internally and externally for customer
Managing pipeline including, making contact with my customers to offer support with progressing their account fulfillments
Proactively call customers from wider business banking portfolios to inform on changes or offer support. E.g. Argi one support, farm managed term deposit renewals, remediation calls for cash management help accounts.
Security Officer/2IC
Bankwest
Perth, WA
03.2018 - 03.2020
Maintain daily operations relating to security throughout Bankwest Building.
Act as first point of with client services contact for all personnel entering Bankwest Building.
Monitor, review and use CCTV, Cardax and Gallagher computer systems for alarm responses and general security operations.
Maintain effective reporting on all security, safety and environmental incidents.
Liaise with clients and assist with enquiries.
Coordinate/manage locker system with arrange of systems Serra view ETRS. Issuing lockers/bulk movement and coordinating new starters.
Store Manager
Nutrition Warehouse
Perth, WA
06.2017 - 02.2018
Managed inventory control, cash control and store opening and closing procedures.
Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
Completed point of sale opening and closing procedures.
Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
Actively monitor and direct store operations
Managing store expenses and keeping controllable expense lines within budget
Responsible for sales delivery and achievement of budget
Recruitment and retention of staff
Ensuring rostering reflects sales forecasting
Marketing
Drill Technician Assistant and Conveyor Technician
Wallis Drilling And Rema Tip Top
Perth, WA
02.2015 - 03.2017
Wallis Drilling
Conducted sample collection with strong focus in reducing risk of contamination.
Operated heavy rigid vehicles and related machinery.
Completed pre-start and safety checks on drill rig.
Assisted Fitters with drill rig/Heavy vehicle maintenance.
Adhered to company procedures.
Rema Tip Top
Provided support in maintenance, breakdown and repair of conveyor.
Ensured all work adheres to health and safety guidelines, policies, legislation and requirements.
Liaised closely with operations, facilities and projects teams.
Responsible for balancing and prioritising own workload.
Quick incident response to operations related issues; effecting repairs or making adjustments to ensure maximum uptime, safety and operating efficiency of equipment.
Education
Casuarina Senior College
Fitness
Institute of Fitness
Skills
Strategic Networking
Consumer Banking
Financial Institution Regulations
Product and Service Knowledge
Customer Needs Assessments
Regulatory Compliance
Fraud Detection
Legal Document Preparation
Fee Calculation
Transaction Error Identification
References
Available upon request.
Timeline
Business Development Analyst
Bankwest
02.2022 - Current
Small Business Transactional Specialist
Bankwest
03.2020 - 02.2022
Security Officer/2IC
Bankwest
03.2018 - 03.2020
Store Manager
Nutrition Warehouse
06.2017 - 02.2018
Drill Technician Assistant and Conveyor Technician