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SUMMER NGUYEN
Summary
Pursuing a Bachelor of Commerce (Econometrics & Finance) at Monash University, I excel as a Premium Business Banking Manager at ANZ, managing a diverse portfolio and delivering tailored financial solutions. With strong analytical and problem-solving skills, I support small businesses navigate complex banking needs, optimize cash flow, and drive growth.
Overview
3
3
years of professional experience
Work History
Premium Business Banking Manager
ANZ
08.2024 - Current
- Managed and supported a diverse portfolio of 2,500 small business customer groups, delivering customized financial solutions to meet their unique needs and drive business growth.
- Provided expert guidance on business loans and overdrafts up to $1.5M along with working capital facilities, equipment finance, and home loans, ensuring that we capture the customer's whole of wallet.
- Served as a trusted advisor to clients, offering insights on cash flow management, risk mitigation, and long-term business planning to foster financial sustainability.
- Collaborated with team members to share best practices, enhance service quality, and align with ANZ’s strategic goals and customer-centric approach.
Small Business Specialist
ANZ
08.2022 - 08.2024
- Business Lending up to $500K
- Opening Accounts, Business Cards, Asset Finance
- Managing 3 major branches - South Melbourne, Malvern & Richmond
- Achieved 250% of business lending and 300% of home lending targets.
- Fortnightly small business webinar held for; All branches, New starters, Leadership team
- Committed to cultivating strong relationships with unmanaged small business customers to provide holistic banking solutions tailored to their needs
Deals Advisory Vacationer - Restructuring
KPMG
11.2022 - 02.2023
- Financial analysis and modelling to identify prospective opportunities
- Business operations; Tax preparation for clients, Yearly reporting, ASIC forms Lodged on behalf of clients such as; 296 & 484, Creditor reporting & analysis to measure debt and profitability, Payroll administration, Risk Management
- Liaising with clients and other stakeholders
- Conducting research on industries and companies
- Supported large businesses in financial distress by proposing financial restructuring initiatives to revitalise operations and maximising returns for creditors
Banking Consultant
ANZ
11.2021 - 08.2022
- Served as the primary point of contact for walk-in clients, assisting with unsecured personal lending, credit cards, and facilitating home loan and business referrals.
- Managed approximately 10 customer appointments daily, conducting banking reviews to provide tailored, holistic financial solutions.
- Cultivated strong relationships with frequent branch visitors, enhancing customer engagement and loyalty.
- Developed in-depth knowledge of ANZ’s full suite of retail banking products.
- Built a strong internal network, collaborating with key stakeholders to optimize customer outcomes.
Education
Bachelors of Commerce - Finance And Econometrics
Monash University
Melbourne10-2025
Skills
- Relationship management
- Commercial lending
- Deal structuring
- Teamwork and collaboration
- Problem-solving abilities
- Time management
Interests
Timeline
Premium Business Banking Manager
ANZ
08.2024 - Current
Deals Advisory Vacationer - Restructuring
KPMG
11.2022 - 02.2023
Small Business Specialist
ANZ
08.2022 - 08.2024
Banking Consultant
ANZ
11.2021 - 08.2022
Bachelors of Commerce - Finance And Econometrics
Monash University
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