Sara Breeden

• Accepting the Team Manager role was in addition to the responsibilities of my original role duties.
• Coach and develop 5 staff on banking processes, compliance, and service standards to enhance team knowledge, output efficiency and service quality
• Identify areas for staff improvement and provide actionable and trackable feedback for personal development
• Review work against risk controls and regulatory requirements
• Support performance discussions and development plans
• Collaborate with team and external business units to implement best practice and continuous improvement ideas
• Assist customers impacted by AUSTRAC Tranche 2 reforms as well as existing NBFI AUSTRAC reporting entities

• Ensuring customers have the right deposit products/ accounts to meet their requirements
• Identify payables and receivable opportunities
• Liaising with business partners (e.g. Business Deposits, Merchants and Transactional teams, Financial Markets) to ensure customer's needs are met
• Price and increase liabilities and advise on structuring deposit accounts with best outcomes
• Oversee AML/KYC onboarding requirements for new entities
• Enhanced main financial institution status by building strong client relationships
• Assist with Online Banking set up, training and issues
• Heavily involved in BWA transition of business customers to CBA

• Coordinated stakeholders across technology, risk, and operations to implement changes for AUSTRAC AML Part B compliance
• Implemented 6 allocated initiatives ensuring BWA met AML Part B requirements by 1/11/2022
• Mentored squad members on product ownership practices and delivery flow
• Supported squad members who had not previously worked together to work as a team
• Provide feedback to Chapter leads on squad members' performance and development
• Resolved roadblocks affecting progress to maintain timelines and deliverables

• I returned to Westpac Banking Corporation in 2017 after accepting a redundancy in 2008
• Manage Commercial Banking customers’ transactional solutions, including merchant facilities and electronic banking, to optimize client satisfaction
• Establish new transactional facilities for Commercial Banking customers, streamlining accounts payable and receivable processes
• Work closely with Senior Relationship Managers to ensure best customer experience is achieved at all times
• Review reporting and reconciliation enhancements to improve customer operational efficiencies
• Manage requirements for Real Estate and Accommodation Hotels
• Pricing negotiation
• Account structuring

• Day to day management of 8 Transaction Banking support staff across 2 states (WA & SA)
• Led DeskBank migration project in WA and SA, ensuring successful transition of customers to WBC’s online banking platform. All migrations were completed successfully with no complaints or issues from WA or SA customers and the deadline was met for all customers.
• Facilitated collaboration within implementation/support teams across WA and SA, enhancing team cohesion and efficiency.
• Drive teamwork between the support and sales teams in each state
• Manage service levels to maintain high customer satisfaction.
• Delivered monthly feedback, coaching, and development to staff.
• Liaise with operations areas to ensure smooth customer experiences
• Training customers on WBC's Corporate Online Banking platform

Business roles include

• Customer Manager
• Assistant to Senior Relationship Manager
• Business Manager, Small Business Lending

Retail roles include

• all levels to Branch Manager

Retails achievements include

• Being 'mystery shopped' and achieving a score of 100% 3 months in a row
• Achieving 250 days 'error free' as a teller