Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Sally Foster

Roseville,NSW

Summary

Dynamic Client Relationship Manager with 17 years of experience in private banking and financial services industry. Proactive in developing new business, providing exceptional level of customer service and relationship building.

Overview

21
21
years of professional experience

Work History

Home Maker

07.2011 - Current
  • Volunteered in various school activities including working in the school uniform shop and being a class parent
  • Provided volunteer administrative work for a Sydney children's charity

Client Relationship Manager - Vice President

State Street Australia Limited
Sydney, NSW
05.2008 - 06.2011
  • Maintained and enhanced relationships with existing high-profile clients to establish long-term business growth
  • Assessed client needs and developed plans to adequately address current and future objectives.
  • Identified revenue opportunities by collaborating with internal business partners on and offshore to facilitate new products and services to clients
  • Negotiated prices, terms of sale and service agreements with existing clients
  • Regularly reviewed client service agreements and identified opportunities, threats and challenges to Senior Management
  • Worked with various departments to address and respond to client issues using targeted problem-solving techniques

Senior Associate - Project Delivery Manager

Milestone Group
Sydney, NSW
04.2006 - 05.2008
  • Responsible for the implementation and project management of Milestone's pricing solutions for several key clients
  • Lead product implementations ensuring consistent, timely and quality delivery
  • Responsible for meeting project budget and negotiating service agreements with clients
  • Collaborated with stakeholders to gather requirements and develop scope
  • Produced documentation, status reports and presentations
  • Supported business development and sales team when pitching to prospective clients including presentations of Milestone's delivery management capabilities

Senior Project Manager

Westpac Banking Corporation
Sydney, NSW
03.2001 - 03.2006
  • Oversaw large portfolio of projects to support teams, report progress and influence positive outcomes for key stakeholders.

Education

Bachelor of Economics And Finance -

Macquarie University
Sydney, NSW

Skills

  • Relationship Building
  • Customer Service
  • Problem Solving
  • Account Management
  • Negotiation Skills
  • Project Management
  • Staff Management

Additional Information

Proficient with MS Office - Excel, Word and Powerpoint

Timeline

Home Maker

07.2011 - Current

Client Relationship Manager - Vice President

State Street Australia Limited
05.2008 - 06.2011

Senior Associate - Project Delivery Manager

Milestone Group
04.2006 - 05.2008

Senior Project Manager

Westpac Banking Corporation
03.2001 - 03.2006

Bachelor of Economics And Finance -

Macquarie University

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Sally Foster