Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

Nathan Lalor

Melbourne

Summary

Dynamic Relationship Manager with 22 years in commercial banking, including 16 years at Westpac Bank. Proven track record of exceeding sales goals through effective client engagement and tailored financial solutions. Skilled in compliance and cashflow lending, fostering strong client relationships while consistently delivering exceptional service.

Overview

21
21
years of professional experience

Work History

Relationship Manager

Westpac Bank
10.2009 - Current
  • 22 years experience in Commercial banking with 20 years in Relationship management roles.
  • I am currently work at Westpac bank, which I have been for 16 years in various relation management roles in business centres in Dandenong, CBD and Eastern.
  • While the role involves sales / compliance targets it also includes leadership responsibilities with analysis' under your direction.
  • My current portfolio includes lending of circa $138m and $94m in deposits.
  • My portfolio industry is general.
  • I am self motivated and have a lot of experience across numerous industries.
  • Manage and develop medium to large size business connections and focus on servicing existing customers and winning new to bank businesses.
  • Responded to customer inquiries and resolved complaints promptly to establish trust and increase satisfaction.
  • Consistently exceeded annual sales goals by cultivating a strong network of professional contacts and referrals
  • Maintain monthly compliance responsibilities.
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
  • Developed and cultivated relationships with both new and existing clients through consistent communication with existing customer base and accountant and broker networks.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Participated in staff meetings to discuss innovative strategies to improve services.

Relationship Manager

NAB
02.2004 - 10.2009
  • Commenced in analysis J Level role in 2004.
  • Commenced in analysis I Level role in 2005.
  • Commenced a Relationship Management role in 2005 -2009.


Education

High School Diploma -

St Helana Secondary College
Melbourne, VIC
09-1991

Skills

  • Effective communication
  • Compliance obligations met
  • Funding request writing skills
  • Understanding cashflow lending
  • Proficiency all bank funding products

Interests

  • Cooking
  • Avid Reader (largely non-fiction)
  • Documenting and sharing travel experiences
  • Gardening
  • Gym Workouts
  • Music
  • Winter sports
  • Volunteering for charity initiatives to give back to local communities and make a positive impact
  • Bike riding- Raised circa $30k for charities through charity bike rides over 7 years
  • Camping / travelling with my children

Timeline

Relationship Manager

Westpac Bank
10.2009 - Current

Relationship Manager

NAB
02.2004 - 10.2009

High School Diploma -

St Helana Secondary College
Nathan Lalor