Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Tony Zhang

Eastwood,NSW

Summary

Accomplished Executive Home Finance Manager with a proven track record at Westpac, including achieving the prestigious Alfred Davidson Award and spearheading the Pod Structure to significant growth. Expert in mortgage expertise and banking relationships, I excel in staff training and development, showcasing exceptional problem-solving abilities and fostering teamwork. Achieved over $1 billion in new lending growth, demonstrating unparalleled commitment to customer service and financial success.

Overview

29
29
years of professional experience

Work History

Personal Banker

Westpac
01.2007 - 01.2008
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • 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.
  • Promoted financial products by maintaining excellent service offering knowledge.

Senior Sales Manager

Nestle (China)
01.1996 - 01.2001
  • Increased overall sales revenue by implementing effective sales strategies and building strong client relationships.
  • Collaborated closely with marketing teams to develop targeted campaigns that drove significant increases in qualified leads and overall sales performance.
  • Mentored junior sales professionals in advanced selling techniques, resulting in accelerated career progression and enhanced contributions to overall team success.
  • Exceeded annual sales targets consistently by maintaining a proactive approach to lead generation and pipeline management.
  • Built relationships with customers and community to establish long-term business growth.

Home Finance Manager

Westpac
01.2009 - 01.2017
  • Exceeded monthly sales targets consistently by cultivating a high-performance team focused on meeting organizational objectives.
  • Utilized data-driven insights to improve decision-making processes and enhance overall loan portfolio performance.
  • Developed innovative sales strategies that led to an increase in new client acquisition for the company''s portfolio.
  • Established strategic partnerships with local businesses to create cross-selling opportunities for both parties.
  • Streamlined mortgage application processes for faster turnaround times, resulting in higher customer satisfaction.
  • Managed the entire loan origination process from application to closing, consistently exceeding customer expectations.
  • Built rapport with clients through excellent communication skills, resulting in increased referrals and repeated business opportunities.

Executive Home FInance Manager

Westpac
01.2018 - Current
  • Achieved Top Lender and was awarded ADA (Alfred Davidson Award). This is the highest achievement and is recognised as Top Performer in Westpac.
  • Successfully created the Pod Structure at Westpac Group.
  • Grew the Pod Structure from scratch to a total of 14 team members consisting of 9 Executive Home Finance Managers and 5 Lending Assistants.
  • Successfully developed careers of many junior staff achieving career goals and developmental milestones.
  • Mentored junior team members, enhancing their skills in home financing products and client relationship management.
  • Achieved $1 Billion+ New Lending Growth for FY 2024.
  • Established strategic partnerships with local businesses to create cross-selling opportunities for both parties.
  • Complied with established internal controls and policies.

Education

Master of Professional Accounting -

University of Western Sydney
Sydney, NSW
12-2006

Bachelor of Economics -

Macquarie University
Sydney, NSW
12-2005

Skills

  • Loan Origination
  • Banking Relationships
  • Debt consolidation
  • Mortgage Expertise
  • Staff Training and Development
  • Conflict resolution techniques
  • Teamwork and Collaboration
  • Customer Service
  • Problem-Solving
  • Critical Thinking

Languages

Chinese (Mandarin)
Native or Bilingual
English
Full Professional

Timeline

Executive Home FInance Manager

Westpac
01.2018 - Current

Home Finance Manager

Westpac
01.2009 - 01.2017

Personal Banker

Westpac
01.2007 - 01.2008

Senior Sales Manager

Nestle (China)
01.1996 - 01.2001

Master of Professional Accounting -

University of Western Sydney

Bachelor of Economics -

Macquarie University

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Tony Zhang