Raymond Wannis
Melbourne,VIC
Summary
Accomplished financial services professional with a focus on client success in merchant advisory and business banking. Extensive experience at American Express and NAB Business Direct, excelling in payment solutions and business lending. Recognized for driving revenue growth and optimizing client portfolios through strategic planning and effective communication. Proven ability to navigate complex business landscapes and deliver results that align with company objectives.
Overview
10
10
years of professional experience
Work History
Business Representative
Retail Safari (Amercian Express)
09.2023 - Current
- Manage a portfolio of business merchant accounts, ensuring high levels of client satisfaction, retention, and revenue growth.
- Serve as the primary point of contact for business clients, providing expert guidance on payment processing, solutions, and features tailored to their needs.
- Identify opportunities for account optimization by analyzing transaction data, and offering tailored financial products and services to enhance client operations.
- Collaborate with cross-functional teams, including marketing, operations, and risk management, to ensure seamless account setup and troubleshooting.
- Drive business development efforts by acquiring new merchant accounts, and expanding services with existing clients.
- Assist merchants with understanding American Express’s payment solutions, including fraud prevention, reporting tools, and merchant benefits.
- Troubleshoot and resolve technical issues related to payment processing, ensuring minimal disruption to client operations.
- Conduct regular business reviews with merchants to assess satisfaction, renew contracts, and introduce new features or services.
- Key Achievements:
- Client acquisition and retention:
- Successfully acquired 30+ new merchant accounts in a 12-month period, helping to expand the company’s merchant base and market presence.
- Cross-selling and upselling:
- Resolved customer complaints promptly in a professional manner.
- Maintained relationships with existing clients by providing support, information, and guidance.
- Assisted customers in selecting products that meet their needs and preferences.
- Established strong relationships with clients to enhance customer satisfaction.
Business Direct Servicing Specialist
National Bank of Australia, NAB
09.2022 - 09.2023
- Developed customized client solutions by thoroughly analyzing individual financial circumstances and needs.
- Reviewed account documentation, identifying discrepancies or inaccuracies that could impact client relationships or business operations.
- Streamlined processes for faster resolution times, effectively managing servicing requests and inquiries.
- Fostered a positive work environment that promoted collaboration, innovation, and continuous improvement in servicing processes.
Sales Operations Executive
Safe House Allergy Solutions
01.2015 - 09.2022
- Increased sales revenue by implementing strategic sales operations plans and analyzing market trends.
- Assessed and adjusted sales compensation structures to retain top talent and incentivize high levels of performance.
- Established clear performance metrics to evaluate individual and team success, driving accountability across the organization.
- Managed key relationships with clients and vendors, ensuring long-term partnerships and customer loyalty.
Education
Diploma of Banking And Finance - Banking And Finance
RMIT
Melbourne, VIC01-2017
Certificate IV in Banking And Finance - Banking And Finance
RMIT
Melbourne, VIC01.2016
Skills
- Strategic pricing development
- Effective negotiation skills
- Brand recognition strategies
- Marketing techniques
- Client relationship management
- Client support
- Relationship building
- Account management
- Account servicing
- Data analysis
- Customer service
- Effective communication
- Continuous improvement
- Influencing skills
- Evaluate leads
- Product knowledge
- Sales process
- Attention to detail
- Team leadership
- Multitasking Abilities
- Upselling techniques
Timeline
Business Representative
Retail Safari (Amercian Express)
09.2023 - Current
Business Direct Servicing Specialist
National Bank of Australia, NAB
09.2022 - 09.2023
Sales Operations Executive
Safe House Allergy Solutions
01.2015 - 09.2022
Diploma of Banking And Finance - Banking And Finance
RMIT
Certificate IV in Banking And Finance - Banking And Finance
RMIT
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