Summary
Overview
Work History
Education
Skills
References
Timeline
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Sven Helberg

Sven Helberg

Melbourne,Alabama

Summary

Highly experienced professional with 25+ years in Corporate and Banking sectors. Specializes in managing operations, leading project teams, and driving enterprise-wide change. Expertise in account management, leadership, staff training, contract management, risk assessment, and process mapping. Skilled in delivering impactful presentations and fostering strong stakeholder engagement.

Overview

13
13
years of professional experience

Work History

Manager Finance Operations

Australian Restoration & Construction Pty Ltd
Melbourne, VICTORIA
03.2021 - 04.2024
  • Created the company-wide governance structure of all banking relationships and transactional products.
  • Project managed 5 major system implementations over 3 years.
  • Created and led staff induction training for 200 employees.
  • Spearheaded continuous improvement initiatives and led company-wide change management communications.
  • Developed and implemented corporate policies, offering expert advice on operational and reputational risks.
  • Formulated and executed comprehensive risk management and mitigation strategies.
  • Created monthly reports for senior management summarizing operational performance metrics.

Business Development Manager

Westpac
Melbourne, VICTORIA
07.2018 - 02.2021
  • Expanded Westpac's Workplace Banking Platform across Victoria and Tasmania by 43%.
  • Built new strategies to increase sales and market share in the Commercial and Retail Bank sectors of Westpac.
  • Maintained a database of existing customers and prospective leads.
  • Mentored and coached new team members.
  • Acting team lead.

Transactional Account Manager

Westpac
Melbourne, VICTORIA
01.2011 - 07.2018
  • Delivered exceptional customer service to the Victorian Public Sector for their transactional banking needs.
  • Consistently achieved 100% customer satisfaction while meeting revenue and client growth targets.
  • Retained 100% of customer portfolio over 7 years, demonstrating a strong commitment to excellence and fostering long-term client relationships.
  • Created comprehensive reports on account performance and presented them to senior management.
  • Managed 50+ accounts simultaneously while meeting monthly deadlines.
  • Resolved 100% of customer complaints in a timely manner.
  • Developed new strategies to increase revenue from existing accounts.
  • Drafted proposals outlining services, costs, and benefits for prospective customers.
  • Maintained accurate records of all customer interactions in the CRM system.

Education

Certificate IV Leadership And Management - Business Management

Australian College of Commerce And Management
Wollongong, NSW
06-2022

Certificate IV Assessment And Workplace Training - Workplace Training

Australian College of Commerce And Management
Wollongong, NSW
11-2002

Skills

  • Corporate Governance
  • Corporate administration
  • Corporate Finance and Financial Management
  • Portfolio Management
  • Risk Mitigation
  • Asset Optimization
  • Report Preparation
  • Account Management
  • Relationship building and management
  • Client Engagement
  • Customer Service
  • Policy Management
  • Customer Education and Consulting
  • Team Leadership
  • Critical Thinking
  • Risk Management
  • Public Speaking
  • Employee Coaching
  • Leadership training
  • Business Administration
  • Vendor Relationship Management

References

References available upon request.

Timeline

Manager Finance Operations

Australian Restoration & Construction Pty Ltd
03.2021 - 04.2024

Business Development Manager

Westpac
07.2018 - 02.2021

Transactional Account Manager

Westpac
01.2011 - 07.2018

Certificate IV Leadership And Management - Business Management

Australian College of Commerce And Management

Certificate IV Assessment And Workplace Training - Workplace Training

Australian College of Commerce And Management
Sven Helberg