Summary
Overview
Work History
Education
Skills
Qualifications And Professional Development
Interests
Timeline
Generic

SARAH DAVIES

Summary


Professional sales leader with comprehensive experience and ready for a new challenge. Equipped with strong skills in leadership, problem-solving, and strategic planning. Known for team collaboration and adaptability, consistently delivering results. Strong communicator with focus on integrity and accountability.

Overview

25
25
years of professional experience

Work History

Senior Progect Officer -Part Time

Gold Coast Primary Health Network
07.2022 - Current
  • Responsible for providing direction and support to the Clinical Placements Team to coordinate Nursing and Medical student placements into general practice.
  • Stakeholder engagement - with University Academics Leads, General Practitioners, General Practice Managers, Administrative staff and Students.
  • Project management- responsible for the implementation for the project management plans with continuous focus on improving the programs efficiencies.
  • Recruitment of new GPs and RN supervisors to the program.

Senior Manager

BOQ Specialist
08.2018 - 11.2021
  • Responsible for managing the residential lending team at BOQS.
  • Accountable for the overall business growth, customer experience, risk and compliance.
  • Improved team performance by providing comprehensive training and fostering a collaborative work environment.
  • Rebuilt the incentive process and scorecard to meet regulation requirements.
  • Increased customer satisfaction and introduced a customer satisfaction survey.
  • National lead on the assurance testing framework for both Retail and Commercial.

Executive Manager

Bankwest
07.2015 - 04.2018
  • Responsible for managing a team of Senior Private Client Managers and Private Client Managers responsible for a portfolio of high-net-worth clients.
  • Accountable for business growth, portfolio management, fostering of key stakeholder and business partner relationships and managing the overall risk and compliance.

Key Achievements:

  • Increased sales home loan growth from $50M to $320M FY16 – FY17.
  • Improved customer advocacy score move from 6.1 to 7.7.
  • Increased new business referrers through the build and implementation of the 3rd party and broker engagement model.
  • People and engagement scored result of best in class at 82 in FY17.


State Manager - Retail

Bankwest
08.2013 - 07.2015
  • Responsible for 23 retail stores across NSW with 252 employees and 8 Area Managers.
  • Accountable for the overall sustainable growth, the key risk indicators, and profitability.

Key Achievements:

  • Successfully launched 2 new concept stores,
  • Delivered and embedded a new Lending Model across the Retail Stores & Lending network in FY14/15.
  • Achieved best in class colleague engagement achieving 87- Top Quartile.


Head of Private Banking

Bankwest
07.2011 - 08.2013
  • Responsible for P&L of Private Bank with an asset book $2.2B and Deposit book $1.1B.
  • Overall responsibility for the team ensuring achievement of sales and service objectives, whilst maintaining the highest standards of compliance within the banks policies and procedures.

Key Achievements

  • Team Customer Advocacy results were 9.3 across Private Bank Nationally.
  • Achieved all performance measures.
  • Achieved a green rating in our internal audit.
  • Achieved Asset Balance growth of 100%, Asset sales of $548M and Deposits- growth of 161%.

Project Manager (6-month Secondment)

Bankwest
02.2011 - 07.2011
  • Reported to the Head of customer Delivery overseeing a Project Team of 8 FTE employees.
  • Accountable for building the Training Team operating model for Business Bank.
  • Implemented the training governance process within the Business and created the end-to-end engagement model, aligned to change management and IT project plans.

National Delivery Training Manager

Bankwest
01.2010 - 02.2011
  • Responsible for the Retail Training Team.
  • My team delivered all the roles specific onboarding training, role upskilling training and product or compliance specific training.
  • Lead a team of 35 delivery trainers with 8 direct reports Nationally.

Key Achievements:

  • Designed and delivered a new competency based BAU training program for the store network.

Area Sales Manager - Mobile Banking Channel

Bankwest
01.2008 - 01.2010
  • Responsible for a team of 10 Mobile Bankers.
  • Recruited, trained and managed a successful sales team, consistently achieving and exceeding monthly sales targets.
  • Enhanced team performance by providing ongoing coaching, training, and mentoring to sales representatives.
  • Achieved all performance measured and well as recognised as the top Area Sales Manager for Home Loan sales.

Various Sales and Sales Leadership Role

Lloyds Bank (UK)
01.2000 - 01.2007

Education

Cert 4 -

Training & Development

Diploma -

Leisure & Tourism

Skills

  • Sales leadership
  • Operations management
  • Relationship management
  • Strategic planning

  • Project Management
  • Workflow management
  • Training delivery
  • Coaching and mentoring

Qualifications And Professional Development

  • CAN Coaching Facilitator for Bankwest /CBA Leadership Team
  • REV Program [Sales & Service Operating Model] – Modules 1 to 3
  • Cert 4 in Training & Development
  • Diploma in Leisure & Tourism
  • Great Managers Academy

Interests

Exercise, beach, cooking, travel and spending time with friends and family

Timeline

Senior Progect Officer -Part Time

Gold Coast Primary Health Network
07.2022 - Current

Senior Manager

BOQ Specialist
08.2018 - 11.2021

Executive Manager

Bankwest
07.2015 - 04.2018

State Manager - Retail

Bankwest
08.2013 - 07.2015

Head of Private Banking

Bankwest
07.2011 - 08.2013

Project Manager (6-month Secondment)

Bankwest
02.2011 - 07.2011

National Delivery Training Manager

Bankwest
01.2010 - 02.2011

Area Sales Manager - Mobile Banking Channel

Bankwest
01.2008 - 01.2010

Various Sales and Sales Leadership Role

Lloyds Bank (UK)
01.2000 - 01.2007

Cert 4 -

Training & Development

Diploma -

Leisure & Tourism
SARAH DAVIES