Sarah Greenwood
Hornsby,NSW
Summary
Dynamic and results-driven Operations Manager with extensive experience in the banking and financial services sector, seeking to leverage a diverse skill set in a new industry. Proven track record in managing high-performing teams, regulatory compliance, stakeholder engagement, and process optimization. Adept at driving customer satisfaction and operational excellence through innovative solutions and strategic collaboration. Known for exceptional organizational skills, keen attention to detail, and the ability to thrive in fast-paced environments. Ready to bring a wealth of knowledge and a proactive approach to a challenging new role beyond the banking sector.
Overview
9
9
years of professional experience
Work History
Operations Manager
Kit - X15 Ventures
2021.01 - Current
- Project Leadership: Spearheaded multiple projects, from inception to completion, ensuring timely delivery and adherence to project scopes.
- Team Leadership: Successfully managed and motivated a high-performing customer service team, driving efficiency and productivity.
- Reporting and Compliance: Ensured accurate internal reporting, KYC, and regulatory ASIC reporting and controls, maintaining strict compliance standards.
- Complaints Management: Handled and resolved customer complaints efficiently, enhancing customer satisfaction and retention.
- Process Improvement: Developed and maintained standard operating procedures (SOPs) to streamline operations and improve workflow.
- Staff Management: Oversaw staff rostering, ensuring optimal team coverage and performance.
- Cross-functional Collaboration: Collaborated with CBA's retail banking side for staff training, procedural integration, and complaints resolution, fostering synergy between teams.
- Financial Oversight: Managed Kit's finances, including credit card reconciliation, ensuring accurate financial tracking and accountability.
- Vendor Management: Onboarded and negotiated with third-party vendors, enhancing operational capabilities and cost efficiency.
- Project Management: Played a key role in the adoption and cessation of gatekeeper processes, contributing to the development of CBA's internal processes for x15.
- Event Coordination: Organized and led Kit's offsite days, fostering team building and strategic planning.
School Banking In-field Specialist
Commonwealth Bank
2019.01 - 2021.01
- Program Management: Managed the School Banking programs for over 50 schools, enhancing financial literacy for students aged 5-17 years.
- Educational Outreach: Designed and delivered engaging financial literacy programs, positively impacting community knowledge and engagement.
- Community Engagement: Ran community well-being sessions, strengthening the connection between branches and local school communities.
- Stakeholder Strategy: Developed and implemented stakeholder strategies, providing tailored financial solutions to schools and communities.
- Relationship Management: Cultivated strong relationships with school administrators, parents, and students, ensuring program success and sustainability.
Equities Associate
Commonwealth Bank
2016.01 - 2019.01
- Project Coordination: Assisted in coordinating trading-related projects, ensuring seamless execution and adherence to timelines.
- Client Services: Executed trades for clients on the ASX, providing exceptional service to clients from diverse financial backgrounds.
- Market Education: Educated clients and potential clients on stock market operations, enhancing their understanding and confidence in investing.
- Continuous Learning: Maintained up-to-date knowledge of the ASX market and popular private companies, ensuring informed and compliant trading practices.
- Regulatory Compliance: Adhered to strict compliance regulations, safeguarding the integrity of trading activities and client trust.
Education
MDA - Risk Management
University of New South Wales
Sydney, NSW06.2021
Stockbroker - Licence And Accreditation
Deakin University
Geelong, VIC2018
Bachelor Degree - Business Management
University of Newcastle
Sydney, NSW06.2015
Skills
- Leadership and Team Management
- Regulatory Compliance and Reporting
- Customer Service and Complaints Resolution
- Process Improvement and SOP Development
- Financial Management and Reconciliation
- Vendor Management and Negotiation
- Project Management
- Event Planning and Coordination
- Program Development and Management
- Community Engagement and Relationship Building
- Financial Literacy Education
- Stakeholder Strategy Development
- Market Analysis and Education
- High-level Regulatory Compliance
Timeline
Operations Manager
Kit - X15 Ventures
2021.01 - Current
School Banking In-field Specialist
Commonwealth Bank
2019.01 - 2021.01
Equities Associate
Commonwealth Bank
2016.01 - 2019.01
MDA - Risk Management
University of New South Wales
Stockbroker - Licence And Accreditation
Deakin University
Bachelor Degree - Business Management
University of Newcastle
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