Lee Box
Brisbane,QLD
Summary
I am a goal-oriented Transactional Banking Manager bringing over 25 years financial services experience. I strive on increasing productivity and delivering an outcome that is good for the customer, the bank and our shareholders. I am diligent in building and retaining customers whilst providing support and training to colleagues.
I am a dedicated and passionate professional with strong organisational skills eager to help a team achieve first class outcomes for customers, to meet targets. I am an organised and dependable candidate successful at managing multiple priorities with a positive attitude. I have a willingness to take on added responsibilities to meet team goals.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Senior Bid Manager Transactional Banking
NAB
06.2021 - Current
- I manage the end-to-end response for transactional banking tenders within NAB's Business & Private Bank. I deliver high quality, well written, compelling responses aligned to the customers requirements.
- Year to date I am 147% of plan with Bid outputs.
- In addition to my primary role I have been involved in developing tools and resources to assist the national transaction banking team deliver better outcomes to our customers. This includes, developing a customer "Transactional Banking Transition to NAB Kit" and a Transactional Banking Review and Insights template". These resources are used by a team of 70 Transactional Banking Specialists to help customers transition to NAB and to deliver insights during a customers annual lending review process.
- I maintain my knowledge on various accounting systems used by clients, make sure I am across their sector and competitor information to provide an edge on our Tender process.
- I plan, prioritise and delegate responsibilities among the deal team members, to meet customer timeframes.
- I work with stakeholders around legal requirements throughout the entire bid process, mitigating potential risks associated with contractual obligations.
- As a deal team we evaluate post-bid results to identify areas for improvement in future proposals by conducting thorough debriefs with both internal teams and clients.
- As a senior member of my team, I have been involved in interviewing employees with my people leader and I provide coaching, training and mentoring for new starters.
Senior Transactional Banking Specialist
NAB
01.2018 - 06.2021
- I worked within the Government, Education and Community sectors and assisted clients to simplify business processes and have visibility and control over their payments
- Responsible to respond to council tenders which involves in-depth analysis of data, deep understanding of the industry, consultation with various internal departments and design and development of the response document
- Within the national transactional team, I am a Subject Matter Expert within the Education, Non Profit and Government sectors.
- I am a primary contributor to assisting my peers with complex scenarios and new to bank opportunities.
- I own my role and am dedicated to delivering products and services to streamline customers workflow and optimise their cash flow.
- Frequent discussions with customers around innovative solutions to enhance overall banking experience across multiple channels.
ECommerce Business Banking Manager
NAB
01.2015 - 01.2018
- In September 2015 I established an ecommerce presence in NAB QLD Business Banking
- My initial role was to establish and develop relationships with ecommerce gateway providers in QLD
- Presenting a new concept on how we could work together to streamline the on boarding process for mutual ecommerce customers
- This involved tri party legal agreements, the negotiations of wholesale rates and commission structures for new partners
- My ongoing role was to assist clients establish an online presence or expand to international markets via a multicurrency payment solution
- Responsible for the initial customer engagement to understand business requirements and implement appropriate solutions
- Achieved the on boarding and ongoing relationship management for over 100 eCommerce businesses from various industries.
Senior Customer Solutions Specialist
ANZ
01.2013 - 01.2015
- Participated in the establishment of the Customer Solutions team in ANZ
- This included rolling out presentations to all stakeholders providing an overview of what our team delivered
- My role involved understanding business operations, specifically around receivables, payables & reconciliation activities, in turn providing efficiencies to improve customer cash flow through a customized proposal
- Responsible for the delivery of proposals, saw me create content, problem solve, evaluate and consult to clients in the Corporate and Commercial sector
- The delivery of client proposals required me to have a comprehensive understanding of business operations, financial statements and product
- The need to be self-directed, and quickly build effective working relationships with peers and senior leaders was essential to be successful.
Working Capital Coach/Trainer
CBA
01.2011 - 01.2012
- Responsible to roll out of a national training program on Transaction Banking / Working Capital Solutions to 1900 bankers across Australia
- Assisted in the development of program content with a purpose of up skilling bankers to have holistic client conversations
- I managed the assessment of 130 staff to ensure minimum competency levels were obtained after attending the 4-day course
- The role also required direct liaison with Executive Management throughout the 6-month program to coach and develop relevant staff.
Skills
- Customer oriented
- Stakeholder engagement
- Teamwork and collaboration
- Adaptable, flexible and self motivated
- Relationship management
- Sales strategy
- Continuous improvement
- Problem-solving aptitude
- Staff training and development
- Proposal writing
Certification
- FINSIA Professional Banking Fundamentals
- Moody's Financial & Analytics
- NAB Delegated Credit Authority Holder
- KAPLAN ASIC RG 146 Compliant Tier 2
- TAFE NSW Certificate IV in Training and Assessment
- KAPLAN Certificate III in Financial Services
References
- Sharon Lincoln, Regional General Manager SME, Westpac
- John Zuccala, Health Executive, NAB, 0429 566 694
- Olivia Nicholas, Head of Customer Engagement & Delivery, NAB, 0477 391 566
Timeline
Senior Bid Manager Transactional Banking
NAB
06.2021 - Current
Senior Transactional Banking Specialist
NAB
01.2018 - 06.2021
ECommerce Business Banking Manager
NAB
01.2015 - 01.2018
Senior Customer Solutions Specialist
ANZ
01.2013 - 01.2015
Working Capital Coach/Trainer
CBA
01.2011 - 01.2012
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