Tanya Richards
Carramar
Summary
Dynamic Personal Banker Specialist at Westpac Banking Corporation with a proven track record in fostering client relationships and enhancing customer satisfaction. Skilled in compliance and due diligence, I excel in delivering tailored financial solutions while consistently achieving high NPS scores. Passionate about preventing financial crime and mentoring staff for operational excellence.
I have worked in the frontline role of Business Banking at Westpac for the last 18 years across both part-time and fulltime roles. I am passionate in building relationships and educating Business Customers while knowing our customers fully across all compliance frameworks.
I am often asked to train and mentor colleagues on business compliance and processes and would be an excellent addition to the Know Your Customer Team as I have the experience, enthusiasm and compliance knowledge. I want to continue to grow and learn while ensuring that all Westpac customers choose us as their number 1 bank of choice as they journey through life.
Overview
28
28
years of professional experience
Work History
Personal Banker Specialist
Westpac Banking Corporation
04.2007 - Current
- Utilizes strong interpersonal communication skills during frontline client interactions, resulting in increased trust and fostering long-lasting relationships.
- Strong passion in preventing, detecting and reporting money laundering and terrorism financing.
- High level and long-term experience in due-diligence of onboarding personal and business customers with WBC systems and processes including companies, various trusts, sole traders, partnerships and community groups.
- 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.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
Personal Banking Advisor
Police and Nurses Credit Union
01.2004 - 04.2007
Discover WA Produce and Wine Store Manager
Newslink
03.2002 - 01.2004
Barista/Duty Manager
Delaware North Australia
01.1997 - 12.2022
Duty Manager and Cellar Door
Mustard Catering and Houghton Winery
01.1997 - 12.2022
Education
Education
Skills
- High-level understanding of KYC (Know Your Customer) & IDV(Identity verification) banking processes
- Delivering, training and mentoring staff on all branch complex business banking requirements
- Experience with business support systems and tools
- Proven ability to contribute to continuous improvement activities
- Understanding of risk management principles
- Excellent relationship management skills with internal and external customers
- Proactive problem solving and ensuring financial competence
- Knowledge of compliance and legislative requirements
- Branch Designated Officer and Relief Bank manager roles supervising transaction banking, customer service, financial operations and business goals for growth
- Developed strong lasting relationships with external and internal stakeholders
- Assisted change and enablement teams by taking part in pilot programs, workshopping ideas and presenting solutions in Business Debit Mastercard process changes
- Consistently gaining the highest NPS scores in customer satisfaction for my role
Timeline
Personal Banker Specialist
Westpac Banking Corporation
04.2007 - Current
Personal Banking Advisor
Police and Nurses Credit Union
01.2004 - 04.2007
Discover WA Produce and Wine Store Manager
Newslink
03.2002 - 01.2004
Barista/Duty Manager
Delaware North Australia
01.1997 - 12.2022
Duty Manager and Cellar Door
Mustard Catering and Houghton Winery
01.1997 - 12.2022
Education
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