Summary
Overview
Work History
Education
Skills
References
Timeline
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Jodie Hulands-Egan

The Basin,VIC

Summary

After 28 years of working in the banking industry, I'm passionate about a career change that will align with my values. My lived experiences, current study (Diploma of Community Services – Case Management), volunteer work (Aged Care Volunteer Visitors Scheme – Australian Red Cross) and skills attained during my banking career hold me in strong stead for working within the community service field. I strongly value inclusiveness, fairness, transparency, and the use of a person-centered approach to working within the community service sector.

Overview

25
25
years of professional experience

Work History

Personal Banker

Bendigo Bank
Ringwood East, VIC
06.2012 - Current
  • Utilized client-centered approach to engage in meaningful conversations regarding clients' financial needs and provided comprehensive assistance in all areas of their finances
  • Represented the Ringwood East Community Bank by attending community functions, collecting donations and promoting awareness for different charities.

Change Analyst: Portfolio Management Team

NAB
Melbourne, VIC
01.2011 - 11.2011
  • Maintained a central database for initiatives and projects scheduled for implementation.
  • Implemented prioritization process for new initiatives presented to Relationship Managers and forecasted staff requirements for the Customer Contact Centre

Performance Management Team Leader / Inbound Mortgage Sales Team Leader Support

NAB
Melbourne, VIC
05.2008 - 12.2010
  • Managed underperformance and behavioral concerns within the Inbound Mortgage Sales Team.
  • Led regular meetings with sales team leaders to offer guidance and practical assistance in addressing team challenges

Personal Banker

NAB
Geelong, VIC
06.2007 - 04.2008
  • Provided financial advisory services, offered holistic financial solutions and managed risk for retail customers
  • Built and maintained strong client relationships, proactively engaging with customers

Branch Manager

NAB
Geelong & East Geelong, VIC
12.2002 - 05.2006
  • Accountable for driving and ensuring the overall business performance of the Branch.
  • Implemented motivational management techniques to drive team success through regular coaching and celebration of individual accomplishments.

Customer Service Officer

NAB
Geelong, VIC
08.1999 - 11.2002
  • Accepted and processed deposits, payments, and other transactions while ensuring exceptional customer service.
  • Adhered to branch cash control and security requirements, consistently met sales referral targets and promotional goals within a close-knit team environment

Education

Year12 VCE -

Gordon Institute of Tafe
01.1994

Diploma Of Community Service (Case Management) - Community Services - Case Management

Stirling Institute of Australia
Melbourne, VIC

Diploma of Counselling - Counselling

AIPC (Australian Institute of Professional Counsellors)
Melbourne, VIC

ASIC Compliance Tier 1& 2 (FSRA) -

Swinburne University

Skills

  • Client-centered approach
  • Strong verbal and written communication skills
  • Proficiency with Microsoft Word, Excel, PowerPoint
  • Full Victorian Driver's license
  • Working with Children Check

References

References available upon request.

Timeline

Personal Banker

Bendigo Bank
06.2012 - Current

Change Analyst: Portfolio Management Team

NAB
01.2011 - 11.2011

Performance Management Team Leader / Inbound Mortgage Sales Team Leader Support

NAB
05.2008 - 12.2010

Personal Banker

NAB
06.2007 - 04.2008

Branch Manager

NAB
12.2002 - 05.2006

Customer Service Officer

NAB
08.1999 - 11.2002

Year12 VCE -

Gordon Institute of Tafe

Diploma Of Community Service (Case Management) - Community Services - Case Management

Stirling Institute of Australia

Diploma of Counselling - Counselling

AIPC (Australian Institute of Professional Counsellors)

ASIC Compliance Tier 1& 2 (FSRA) -

Swinburne University

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Jodie Hulands-Egan