Summary
Overview
Work History
Skills
Hobbies and Interests
References
Timeline
Generic

Kellie Beshara

Melbourne,Australia

Summary

Results-driven Business Banking Professional with 20 years experience. A positive and upbeat leader with a passion for inspiring and engaging teams to grow, evolve and achieve their best for customers and themselves. Proven success in driving banker capability, process improvement, customer experience and stakeholder engagement.

Overview

21
21
years of professional experience

Work History

Head Of, Home Loan Business Bankers (secondment)

NAB
06.2023 - 08.2024

Key Achievements:

  • Sales increase 20% PCP
  • Uplift of Heartbeat from 73 to 83
  • Driving progressive NPS improvement, increasing to 87%
  • Selected for the 1500 Degrees Talent Program
  • Strong relationships with all Stakeholders, including Credit, Pricing, RBBE's and Business Bankers nationally
  • Increased Banker awareness of Proprietary Home Lending, the positive impacts to their customers, NPS, ROE and balance sheet. Resulting in increase of home loan referrals by 25%.

Regional Manager, Home Loan Business Bankers

NAB
11.2019 - Current
  • Rolled out OBP/Fastlane pilot and the first team to adopt OBP
  • Worked closely with change partners and Home Ownership to make OBP fit for Business Bank
  • Home Ownership Assurance, member of the Working Group and was actively involved in the Test and Learn. Providing regular feedback on process improvements
  • Built strong relationships with BBEs, CLS Leads, Verification Leads and Credit
  • Working with key stakeholders to drive capability and change management across the organisation, such as Fastlane & Digidocs
  • Driving banker capability, building talent benches, and supporting bankers with their career progression and opportunities
  • Driving progressive NPS improvement
  • Presenting at region conferences on customer experience and the HLBB value proposition
  • Embracing distinctive leadership principles: observational coaching/training, using multiple leadership models to ensure engagement and results

Senior Business Banking Manager

NAB
12.2015 - 11.2019

Managing a Portfolio consisting of:

  • Lending: $130M / Deposits: $68M
  • Revenue: $6.4M

Key Achievements:

  • FY18 Revenue growth of 38.07% and 19.82% above target
  • Increased ROE from 17.47% to 25.84% in FY18
  • Set up formal mentor program within Partnership for graduates
  • Positive NPS score. FY18: 10 surveys in total: 9 promoters and 1 passive
  • High focus on Risk and Compliance
  • Set up Our Business training for Associates to ensure they knew the importance of compliance
  • Developed strong relationships and extensive networks with existing clients' professional services such as accountants and lawyers to independently generate business
  • Established formal introducer agreement with two existing clients

Business Banking Manager (BBM3)

NAB
04.2012 - 12.2015
  • FY14 lending growth of 7% and 2.1% above target, deposit growth 22%
  • 2-month secondment of a SBBM role whilst successfully managing my own BUID
  • Developed strong relationships and extensive networks with existing clients' professional services such as accountant and lawyers to independently generate business
  • Nominated for the Realise Program

Business Development Manager

NAB
08.2010 - 04.2012

BDM role that was created especially for me to allow me to return to work part time

  • Creating and running with training course for Associates within the BBC ranging from Credit Risk to Compliance
  • Management relief for BUID's when managers were on leave
  • Completion of credit memorandums for New to Bank or complex files

Business Banking Manager (BBM2)

NAB
11.2008 - 04.2010
  • Received 'Reward Recognition for Outstanding Performance' in 2010
  • 5A End of Year Performance review
  • Nominated for Star 100
  • Revenue target met for FYE10

Associate

NAB
02.2004 - 11.2008
  • Feb 2004 - March 2007 Credit Analysis, Major Client Group
  • April 2007 - November 2008 Associate, Melbourne Office BBC

Skills

  • Excellent customer service
  • Strong business acumen
  • Coaching and development
  • Leadership and influencing
  • Strong negotiation skills
  • Effective communicator

Hobbies and Interests

  • Health and fitness
  • Snowboarding
  • Travel

References

References: Available upon request

Timeline

Head Of, Home Loan Business Bankers (secondment)

NAB
06.2023 - 08.2024

Regional Manager, Home Loan Business Bankers

NAB
11.2019 - Current

Senior Business Banking Manager

NAB
12.2015 - 11.2019

Business Banking Manager (BBM3)

NAB
04.2012 - 12.2015

Business Development Manager

NAB
08.2010 - 04.2012

Business Banking Manager (BBM2)

NAB
11.2008 - 04.2010

Associate

NAB
02.2004 - 11.2008
Kellie Beshara