Mark Warren
Bunbury,WA
Summary
Proven strategic planner and client service expert with a strong track record at NAB, enhancing operational efficiency and customer satisfaction. Demonstrated leadership as Owner Manager at BOQ, resulting in significant productivity improvements. Proficient in financial management and process optimization, driving growth while establishing strong client relationships through exceptional service quality assurance.
Overview
37
37
years of professional experience
Work History
Owner Manager / Franchisee
BOQ
Bunbury, WA
05.2009 - 02.2025
- Supervised performance of workers with goals of improving productivity, efficiency and cost savings.
- Developed strategic plans to increase profitability and efficiency.
- Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
- Organized events such as trade shows and conferences.
Senior Partner /Customer Relationship Officer
NAB
Bunbury, WA
02.2008 - 04.2009
- Led a team of Relationship Managers to drive portfolio growth across the team.
Relationship Manager, Banking Operations
NAB
Bunbury, WA
04.2004 - 02.2008
- Developed strong relationships with customers by providing excellent service and advice.
- Delivered customized financial strategies to large SME clients, improving their operational efficiency.
- Expanded client portfolio through strategic relationship management.
- Developed customized financing options utilizing Equipment Finance, Commercial Loans, and Home Loans.
Relationship Manager, Banking Operations
NAB
Kalgoorlie, WA
04.2000 - 04.2004
- Refer above
Bank Branch Manager
NAB
Kondinin, WA
05.1998 - 04.2000
- Facilitated weekly meetings with senior management personnel from other branches to share best practices.
- Implemented measures to reduce operational costs while increasing efficiency within the branch.
- Established and built customer relationships through targeted outreach and initiatives.
- Assigned duties to employees and examined work for accuracy, neatness and timeliness.
- Conducted regular meetings with employees to discuss goals and performance issues.
Commercial Lending Assistant
NAB
Bunbury / Busselton, WA
04.1995 - 04.1998
- Presented loan and repayment schedules to customers.
- Provided quotes and loan status updates to clients in a timely manner.
- Ensured that all documentation is accurate, complete, and compliant with applicable regulations before submitting it for approval.
- Maintained records of existing loans including collateral values and payment histories.
- Responded to inquiries from clients and lenders regarding loan status.
- Prepared and presented loan submissions to credit for thorough assessment.
Security Clerk
NAB
Rivervale, WA
01.1994 - 04.1995
- Prepared and processed loan documents for customers, ensuring accuracy and compliance.
- Processed home loan applications and supported the Branch Manager with commercial loan tasks.
Branch Operations Supervisor
NAB
Belmont, WA
03.1992 - 01.1994
- Led a team of Customer Service Officers, maintaining high standards of service and operational efficiency.
- Monitored team output to uphold quality and productivity benchmarks.
- Assessed staff work to maintain operational efficiency and compliance.
- Performed essential administrative duties to maintain operational efficiency.
Customer Service Officer
NAB
Innaloo / Mount Lawley
06.1990 - 03.1992
- Provided excellent customer service by responding to inquiries in a timely and efficient manner.
- Promoted available products and services to customers during service, account management and order calls.
Ledger Clerk
NAB
City Markets / Highgate, WA
11.1987 - 06.1990
- Answered customer inquiries via phone.
- Developed organizational filing systems for confidential customer records and reports.
- Monitored office supply stock levels and placed timely orders for replenishment.
- Answered multi-line telephone system and routed calls to appropriate personnel.
- Corrected voucher discrepancies to maintain financial integrity.
- Resolved voucher errors to ensure accurate ledger entries.
Education
High School Diploma -
St Norbert College
Queenspark WA11-1987
Skills
- Marketing tactics
- Social media control
- Strategic planning
- Hiring and staffing
- Client service
- Process optimization
- Financial management
- Service quality assurance
- Administrative oversight
Timeline
Owner Manager / Franchisee
BOQ
05.2009 - 02.2025
Senior Partner /Customer Relationship Officer
NAB
02.2008 - 04.2009
Relationship Manager, Banking Operations
NAB
04.2004 - 02.2008
Relationship Manager, Banking Operations
NAB
04.2000 - 04.2004
Bank Branch Manager
NAB
05.1998 - 04.2000
Commercial Lending Assistant
NAB
04.1995 - 04.1998
Security Clerk
NAB
01.1994 - 04.1995
Branch Operations Supervisor
NAB
03.1992 - 01.1994
Customer Service Officer
NAB
06.1990 - 03.1992
Ledger Clerk
NAB
11.1987 - 06.1990
High School Diploma -
St Norbert College
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