Lisa Hogan
South Penrith
Summary
Dynamic leader with a proven track record of delivering results. Adept in operations management and team development. Excelled in building high-performing teams, achieving beyond targets through strategic planning, coaching, mentoring and effective staff training. Skilled in relationship management, team building, fostering a culture of excellence and continuous improvement.
Overview
14
14
years of professional experience
Work History
Mobile Distribution Area Manager - NSW/ACT
Bendigo and Adelaide Bank
05.2024 - Current
- Lead a team to achieve company goals and exceed targets consistently, fostering a positive work environment.
- Manage daily operations for optimal performance, ensuring timely completion of tasks and projects.
- Conduct regular performance evaluations to identify areas for improvement and develop action plans for growth.
- Conducted training sessions to educate employees on best practices and procedures to increase profitability.
- Assessed reports to evaluate performance, develop targeted improvements, and implement changes.
- Continuously improved operational procedures through ongoing evaluation of existing practices, incorporating feedback from team members and adopting industry best practices.
- Mentoring staff members, providing guidance on best practices and professional development opportunities.
- Transformed underperforming teams into productive, profitable teams.
- Facilitate conflict resolution among team members, promoting open communication and fostering a positive workplace culture.
- Ensured compliance with all relevant regulations, maintaining detailed records and documentation as required.
- Coordinate with various departments to facilitate smooth communication, enhancing operational effectiveness.
- Collaborate with upper management to implement continuous improvements and exceed team goals.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
Network Sales Manager
Liberty Financial Services Pty Ltd
01.2023 - 05.2024
- Showcased expertise in relationship building, strategic planning and market analysis coupled with a proved track record , talent and passion for mentoring and coaching lending professionals to produce excellence in performance.
- Build, Recruit & empower a highly successful Adviser Team within N.S.W to represent Liberty Financial Network Services brand across a variety of products and our panel of lenders.
- Mentor & Coach a portfolio of energised, motivated and equipped finance Advisers who are committed to strive for success, self development & improvement whilst cultivating a strong team culture.
- Engagement & culture nurtured in both one on one business planning meetings to build individual excellence through to district meetings where best practice is shared and celebrated.
- Building and maintaining relationships with referral partners, facilitating the inclusion of Advisers into their business.
- Attended industry events and conventions to explain sales opportunities.
- Implemented CRM systems for better tracking of leads, improving follow-up processes and communication within the team.
Mobile Banking Regional Manager - NSW/ ACT
NAB
11.2020 - 01.2023
- Successfully building a high performing team of 12Mobile Bankers in the delivery of Nab's Strategic Ambition in the local regions they support.
- Inspire, engage, coach and motivate bankers driving the primary focus of acquisition related activities of consumer lending together with responsibility to initiate and nurture strong business partnerships both externally and internally to bring new business to nab.
- A major recruitment focus to build the team , recruiting and onboarding 9 new bankers.
- Collaborated with other MBRMs and Regional Executives to partner in their recruitment and onboarding focus across retail markets.
Future of Retail Coach
Nab
06.2019 - 11.2020
- As a Future of retail coach, key responsibilities were to provide in Branch and virtual coaching together with role based training of new ways of working including the roll out of new branch technology, modernised tools, process and branch upgrades across multiple branches in NSW/ACT and its regions.
- Via Role modelling outstanding leadership and coaching : Drive and embed behaviour change and enablement of the implementation of effective Operating Rhythms
- Working collaboratively and proactively with peer coaches , Head of Coaching, Regional Consumer Executives and The Retail change Project team.
- Providing meaningful reporting, planning and execution of the roll out of the program.
Branch Manager
Nab
01.2011 - 06.2019
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
- Complied with regulatory guidelines and requirements.
- Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
Education
Diploma of Finance & Mortgage Broking Management -
AAMC
Professional Banking Fundamentals - Charted Banker -
FINSIA
AFSL - Tier II -
Kaplan
Skills
- Coaching & Mentoring
- Leadership Skills
- Relationship building and management
- Performance management
- Staff training and development
- Operations management
- Business development
- Leadership skills
- Recruitment
- Team building practices
Timeline
Mobile Distribution Area Manager - NSW/ACT
Bendigo and Adelaide Bank
05.2024 - Current
Network Sales Manager
Liberty Financial Services Pty Ltd
01.2023 - 05.2024
Mobile Banking Regional Manager - NSW/ ACT
NAB
11.2020 - 01.2023
Future of Retail Coach
Nab
06.2019 - 11.2020
Branch Manager
Nab
01.2011 - 06.2019
Diploma of Finance & Mortgage Broking Management -
AAMC
Professional Banking Fundamentals - Charted Banker -
FINSIA
AFSL - Tier II -
Kaplan
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