Stephen PULLEN
Mount Torrens,SA
Summary
Results-driven Business Banking Manager bringing many years of experience in banking. Talents include negotiating contracts, networking with business leaders and solving routine and complex business problems. Positive and upbeat leader looking for a new professional challenge.
Overview
21
21
years of professional experience
Work History
Business Banking Manager
NAB
Adelaide , SA
03.2015 - 07.2025
- Managed business banking relationships to ensure client satisfaction and loyalty.
- Developed tailored financial solutions for diverse business clients and sectors.
- Provided expert guidance on credit products, risk assessment, and compliance regulations.
- Conducted regular reviews of client portfolios to identify growth opportunities.
Financial Business Analyst
PIRSA
Adelaide , SA
01.2015 - 03.2015
- Assessed Grant Applications for drought relief applications.
- Analyzed financial data to support decision-making processes.
- Work within team structure to manage work-loads and meet outcomes.
Relationship Manager
ANZ
Unley, SA
07.2011 - 11.2014
- Cultivated strong client relationships through regular communication and personalized service.
- Managed client portfolios to ensure satisfaction and retention across diverse banking products.
- Conducted needs assessments to identify opportunities for clients' financial growth and security.
- Primary focus in this role was working within the broader ANZ team to leverage on expansion opportunities.
Business Banking Manager
NAB
Adelaide, SA
06.2004 - 09.2010
- Managed business banking relationships to ensure client satisfaction and loyalty.
- Developed tailored financial solutions for diverse business clients and sectors.
- Collaborated with cross-functional teams to streamline banking processes and services.
Education
Diploma - Financial Planning
Diploma of Financial Advising
Securities Institute10-2002
High School Diploma -
St Josephs
Port Lincoln, SA12-1983
Skills
- Financial analysis - review complex group structure for new and existing clients
- Risk assessment - work within the employers credit settings to meet desired outcomes
- Portfolio management - Manage large group of existing clients and also onboard new opportunities
- Regulatory compliance - Huge focus within the financial industry to ensure external and internal compliance matters are met
- Customer relationship management Maintain regular client with clients and ensure all banking requirements are being met
Affiliations
- Background. I have been in the finance industry since 1984.
- I have a broad range of roles over this time including in Port Lincoln, Roxby Downs, Yorke Peninsula and Mount Gambier assisting personal, business and agri clients.
- My wife and I have lived in the Adelaide Hills for over 20 years on a small acreage property.
References
References available upon request.
Timeline
Business Banking Manager
NAB
03.2015 - 07.2025
Financial Business Analyst
PIRSA
01.2015 - 03.2015
Relationship Manager
ANZ
07.2011 - 11.2014
Business Banking Manager
NAB
06.2004 - 09.2010
Diploma - Financial Planning
Diploma of Financial Advising
High School Diploma -
St Josephs
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