NATASHA D'SOUZA
Melbourne,Victoria
Summary
I have over 15 years' experience in the financial services industry spanning Retail and Business & Private Bank. I bring extensive product, distribution and channel experience across a broad spectrum of portfolios including Sales, Strategy, Deposits & Transactional, Home lending and Transformational change. I am a values led, commercially minded and outcomes-driven leader, who believes that the best results come from fostering cross team collaboration and creating a shared goal for all colleagues involved. I am passionate about people leadership and have in-depth experience in strategy, P&L management, delivery and building innovative product & process solutions.
Overview
8
8
years of professional experience
Work History
Head of Home Lending - Business & Private Bank
National Australia Bank
12.2021 - Current
- Led and cultivated a high performing team of 10 deliver two transformational initiatives, resulting in a $15m productivity uplift over two years
- Developed an integrated B& PB Proprietary strategy to outline NABs competitive advantage and levers for growth
- Engaged with internal and external risk reviews to demonstrate active controls in place across Proprietary & Broker home lending channels
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
- Developed and maintained courteous and effective working relationships with Executive Leadership groups
Senior Manager, HL Distribution Performance
National Australia Bank
10.2020 - 12.2021
- Leveraged data and analytics to identify opportunities within the Retail Sales funnel and inform possible interventions to drive productivity
- Set bold HL ambitions to drive sales discipline across key growth channels in Retail
- Co-Chaired monthly Executive forums to drive performance edge and ensure growth KPIs were met
Strategy & Innovation Manager
National Australia Bank
01.2016 - 10.2020
- Set across two NAB portfolios - Deposits & Transactional (2yrs) + Specialised Sectors - Business Bank (2yrs)
- Used industry analysis to model and determine the viability of key initiatives including investment slate allocations and ROI
- Cultivated positive rapport with experiences sales teams across NABs premier growth sectors to understand their client needs and identify competitive advantage and/or propositional gaps
Education
Chartered Financial Analyst - Levels 1-3 - Finance
CFA
Boston USA09.2013
Bachelor of Business - Banking & Finance - Banking & Finance
Monash University
Melbourne, VIC12.2009
Skills
- Cross-functional Team Leadership
- Critical Thinking & Problem Solving
- Influencing and Decision making
- Stakeholder Management
- Product Portfolio Management
- Strategic Planning & Growth initiatives
- Transformation & Change Management
Timeline
Head of Home Lending - Business & Private Bank
National Australia Bank
12.2021 - Current
Senior Manager, HL Distribution Performance
National Australia Bank
10.2020 - 12.2021
Strategy & Innovation Manager
National Australia Bank
01.2016 - 10.2020
Chartered Financial Analyst - Levels 1-3 - Finance
CFA
Bachelor of Business - Banking & Finance - Banking & Finance
Monash University
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