Having now spent over 15 years in total in multiple banking roles with Commonwealth Bank and Bendigo Bank, I am wishing to increase my knowledge, skills and experience and change my career path. I am hoping to use my experience and the skills I have obtained over the last 15 years in a new role.
Overview
21
21
years of professional experience
Work History
Customer Service Representative
Commonwealth Bank of Australia, Hobart Call Centre
01.2006 - Current
Customer Relationship Manager
Bendigo Bank Huonville
01.2020 - Current
Relieving Branch Manager
Cygnet Bendigo Bank
04.2024 - 06.2024
Assisting Bendigo Bank clients with all banking enquiries/financial matters
Providing a high level of customer service, helping client reach their financial
goals by providing the best product to suit their needs
Assisting client in
applying for loans, credit cards, insurance and home loan products and services
Branch Manager roles include providing support and guidance to the staff in running a happy and successful branch and ensuring the branch meet all financial and future goals
To support the staff in coaching and upskilling to improve quality conversations to meet customer financial and personal goals
Understanding the business projections and meeting the financial goals/targets
Insurance Champ' for Huon Valley Branches 2023-This role was designed to coach/train and support the Branch Managers and the staff in everything Insurance
Weekly meetings with CGU coach to discuss good stories, challenges, and training to take back to the branch and share with the teams
Lending State Manager’ (3 months facilitating this group)-2023
All Tasmanian Branches-This role is designed to coach/train and support the Branch Managers and the lending staff in everything Home Lending
Weekly meetings and one on one support with the team to assist and help drive the business in lending and grow our business.
Personal Lender
Moonah Branch
01.2015 - 01.2020
Customer Service Specialist
Multiple Branches
Hobart
01.2012 - 01.2015
Customer Service Representative
Multiple Branches
Hobart
01.2009 - 01.2012
Traffic
Liason Office Tas Police
01.2004 - 01.2006
Education
Guilford Young College
01.2005
Huonville High School
01.2002
Skills
SKILLS AND
ABILITIES:
Excellent communication skills
High level of interpersonal skills
Work well within a team environment
High level of leadership skills/experience in Insurance
Enthusiastic, Passionate member of the team
Honest and Reliable
High level of Customer Service skills
Good organisation skills, able to priorities workload
Hardworking and highly motivated
Self-motivated to go above and beyond
Proven Results of achievement
Strong credit knowledge and experience in banking industry with 15 years’ experience
Strong understanding of Governance, regulatory frameworks, laws, and legislations
Excellent time management skills
Well established leadership skills
Management experience and forecasting for business/meeting financial goals and targets
Experience in business plans and monthly branch reporting
Experience in facilitation of state meetings
Adapt and take on changes for the future in a positive way
Experience with one-on-one training/coaching with staff
Interests
CERTIFICATES
AND LICENCES:
, Certificate 4 in Business Studies complete
Completed Cert 4 in Financial Services
Current Tasmanian Full Driving Licence,
INTEREST
AND HOBBIES:
, Spending time with Family
Helping my dad run our family property
Going away to our shack/Camping
Fishing
Cooking
Motorbike riding
Camping
Additional Information
AWARDS AND
RECOGNITION:
, Huonville High School 2002-Best all Rounder award
Commonwealth Bank of Aus-CEO Award winner 2015. This award is my best
achievement so far with CBA. This was in recognition of my high level
of Customer Service, results and hard work during my time with CBA.
Timeline
Relieving Branch Manager
Cygnet Bendigo Bank
04.2024 - 06.2024
Customer Relationship Manager
Bendigo Bank Huonville
01.2020 - Current
Personal Lender
Moonah Branch
01.2015 - 01.2020
Customer Service Specialist
Multiple Branches
01.2012 - 01.2015
Customer Service Representative
Multiple Branches
01.2009 - 01.2012
Customer Service Representative
Commonwealth Bank of Australia, Hobart Call Centre