Renee Leone Phelps

The role within the banking sector is vast and can be complex with many compliance and risk measures to be upkept at all times, whilst maintaining highest levels of privacy and of course, customer service. Outlined below are some responsibilities but are not limited too -

• Proactively assist customers achieve their financial goals by identifying needs and offering appropriate solutions.
• Relief Supervisor and CSO roles throughout Greater Bank retail network
• General Insurance sales - Motor, Home & Contents, Landlord etc. Regularly in top 10 achievers of sales
• Adhering, implementing and maintaining compliance, surrounding financial governing bodies.
• Leading of daily team huddles & contributing ideas and solutions.
• Respond to internal and external enquiries, or forward to appropriate departments for actioning, whilst taking ownership to ensure enquiry is handled within timeframe.
• Proactively identifying gaps in service or process models and creating change by working with relevant departments and putting forward and implementing solutions to the problems identified
• Proactively taking the initiative to undertake training
• Consistently exceeding KPIS for sales and compliance with acknowledgement from senior executives
• Actively reporting on Branch Self-assessment.
• Staff development, I am the authorized training assessor for Mid North Coast for Tier 2 accreditation training which is a banking legislative requirement.
• New staff development, regularly designated as new staff "buddy" to guide them through induction then work with them on a hip to hip basis until they are established and compliant.
• Collection and recording of required documentation.
• Completing of bi monthly cash counts and drawer checks on team members to ensure compliance is being adhered too.
• Bulk Cash holder – High level of cash holding and accounting skills.
• Problem solving to resolve transaction errors.

• Order In is a corporate supply consolidation specialist who provides vast array of procurement services to the corporate sector which include catering, kitchen supplies, milk, fruit, coffee, crockery, event management and more.
• Our clients benefit from having one port of call to arrange a multitude of services and the convenience of consolidated invoicing.
• Our job is to find the right solution for the client
• We outsource the services and supply our clients with the best solution for their needs

Since taking over the position I have increased our supply chain from 250 to over 1200 nationally and increased margins by >10%. This directly resulted in significant increase in sales by more than 60% yoy. My direct responsibilities included but were not limited to-

• Ensured profitability of the business by maintaining margins and sourcing creative solutions to meet demands
• Establish and manage new markets and teams in VIC, QLD, WA and SA
• Directly and effectively lead a team of 20 across 3 departments based across 5 states to ensure business cohesion
• Establish and manage new markets and teams in VIC, QLD,WA and SA, developing relationships and product offering with suppliers
• Oversaw all corporate communications to streamline data and information sharing initiatives.
• Hired and mentored core start-up team, working to outline initial company policies and procedures.
• Fostered strong relationships with Suppliers and staff by setting clear goals and maintaining communication.
• Established departmental performance goals, set timeline targets for operations team and trained new employees.
• Facilitated buying process by providing customers with value proposition for products and services while promoting Order-In brand.
• Monitored supplier operations to verify quality, delivery schedule and conformance to contract specifications.

• A multi tasking role which involved head office support as and when required.
• Responsibilites: Sales, Customer Service & Marketing - Growth and maintenance of broad customer base - Territory Management - Sourcing Market opportunities - Preparation of quotes, account set up, increasing revenue - Customer negotiation - Instilling strong client relationships - Working with KPI's and strict budgets - New product development and implementation - Very strong emphasis on Customer Service - Advertising & promotion - Graphic design of promotional material Training - Conducting barista training classes for groups of 3-20 students - Develop & Implement training programs and structure - Training also included staff training in all aspects of our business - This involved a national input as required and directed.
• Administration - Accounts receivable and payable - Banking - Stock control - Data entry - Processing of orders - Communication at all levels within and outside of the organization - Accurate data record keeping, particularly with evolving equipment registers - Co-ordination with staff and sub contractors regarding installations, service work and/or training - Organization and facilitating of large trade events.
• Efficient management of a small team of staff which has to be co-coordinated successfully to manage our high output.

• Growth and maintenance of pharmaceutical customer base of a "pick up and drop off" photographic service in Sydney metro area.

• Sales and distribution of products to FMCG and pharmacy trade to an area covering all of NSW.