Shell Robertson
Bateau Bay,NSW
Summary
Dynamic professional with a proven track record at Westpac Group, excelling in client relationship management and business development. Leveraged strong interpersonal skills to boost sales through effective cross-selling techniques, consistently achieving performance metrics while enhancing customer satisfaction. Adept at analytical thinking and problem-solving, driving tailored financial solutions for diverse client needs.
Overview
22
22
years of professional experience
Work History
Personal Banker
Westpac Group
06.2015 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Worked closely with Home Finance Managers to successfully organise corporate events and to strategize sales techniques to increase referrals.
- Networked to increase client base and encourage existing clients to expand
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Elevated customer experience by offering customized banking options.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
Sales Representative
Bdazzled
04.2008 - 05.2015
- Developed strong interpersonal communication skills while strengthening client relationships.
- Generated new business through client networking & developed relationships
- Strengthening trust in brand & product through consistent staff education and interaction on-site.
- Result driven, consistently achieving KPI's and target margins, while maintaining exceptional levels of client satisfaction.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Expanded customer base through cold calling, networking, and relationship building.
- Increased sales revenue by identifying and targeting high-potential accounts.
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
Endorsed Enrolled Nurse
Hornsby Hospital
03.2003 - 01.2008
- Utilized critical thinking skills to prioritize nursing interventions based on patients'' acuity levels and individual needs.
- Conducted thorough patient assessments to identify changes in condition, promptly notifying physicians and initiating appropriate interventions when necessary.
- Administered medications safely according to established guidelines while closely monitoring for side effects or adverse reactions requiring intervention.
- Enhanced patient satisfaction by providing compassionate, holistic nursing care that addressed physical, emotional, and spiritual needs.
- Assisted in the training and mentorship of new nursing staff members, contributing to a positive work environment and high-quality patient care.
- Prevented the spread of infections by consistently adhering to strict infection control protocols and educating patients on proper hygiene practices.
- Collaborated with interdisciplinary teams to develop comprehensive treatment plans for complex patients with multiple comorbidities.
- Improved patient outcomes by implementing evidence-based nursing interventions and individualized care plans.
- Provided support for patients'' families during difficult medical decisions or end-of-life care, serving as a liaison between the healthcare team and loved ones.
Education
RG146 Teir 2 Compliance Solution Accreditation - Finance
Kaplan Professional
Online Course11.2015
Certificate IV - Endorsed Enrolled Nurse
University of Sydney Northern Clinical School
Royal North Shore09.2004
Skills
- Customer satisfaction
- Client relationship management
- Interpersonal skills
- Account management
- Cross-selling products
- Business development
- Verbal and written communication
- Analytical thinking
- Problem-solving abilities
Timeline
Personal Banker
Westpac Group
06.2015 - Current
Sales Representative
Bdazzled
04.2008 - 05.2015
Endorsed Enrolled Nurse
Hornsby Hospital
03.2003 - 01.2008
RG146 Teir 2 Compliance Solution Accreditation - Finance
Kaplan Professional
Certificate IV - Endorsed Enrolled Nurse
University of Sydney Northern Clinical School
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