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Work History

Dec 2015Present

Small Business Specialist

Commonwealth Bank

Commonwealth Bank is Australia’s leading provider of financial services including retail, premium, business and institutional banking, funds management, superannuation, insurance, investment and sharebroking products and services. A business with more than 800,000 shareholders and over 52,000 employees, it offers a full range of financial services to help all Australians build and manage their finances.

Duties include

  • Understand then evaluate the structure of both of business banking and tailor business banking to unsure the gate is open for future commercial lending needs.
  • Critically analyse financial statements to provide an overall position of debt to assets; debt to net worth. Calculating days on hand ratios to provide extensive insight on companies on there financial position. 
  • Pro-actively identify services required by for a commercial client and develop business relationships.
  • Assume responsibility for Business Banking results; including monitoring reporting, planning focused activity and coaching.
  • Complete compliance by adhering to the banks processes and procedures; including the accurate reconciliation of commercial loans and reviewing customers financial position to accurately assess risk.

Achievements 

  • Currently on the CBA Business banking  FastTrack development programme 
  • Number One tier one Business Banking Specialist 2016 for the Commonwealth Bank
  • Largest contributor for overall commercial products in retail and business banking in Australia 2016
  • Developing commercial lending pipeline 15 million+
  • Developing residential lending pipeline 35 million+
  • Corporate/Institutional pipeline opportunities - 30 million+ 

Feb 2012Dec 2014

Customer Service Specialist - Business Banking

Commonwealth Bank

Started with personal banking with Commonwealth Bank. Now commencing with more complex clients in terms of their business banking needs.

Duties include

  • Developing and building an extensive client base of business banking clients around the Martin Place and Wynyard area Sydney CBD. Annual turnover at least 1million+
  • Ongoing training and development to staff on business banking products and services
  • Identifying and using outbound calling potential clients to grow and build the business
  • Taking inbound business and personal banking enquiries
  • Bridging the gap between personal and business banking enhancing all areas on our clients banking improving all cross-sell opportunities

Achievements 

  • Developing commercial lending pipeline 10 million+
  • Developing residential lending pipeline 30 million+
  • Staff training at branch level to get an uplift on business banking sales increasing up sell
  • Structuring and developing action plan that gets results. 200% uplift in business banking
Mar 2012Feb 2013

Customer Service Representitive

Commonwealth Bank

Currently working with a high volume of client and corporate clientele at the Commonwealth Bank,Castlereagh and Liverpool Branch located in Sydney CBD, as a Customer Service Representative.

Duties include

  • Identifying needs and referring clients to the appropriate specialist by suggesting finance solutions with banking expertise.
  • Cash reconciliations and cash handling.
  • Customer service, serving a high volume of clients.
  • Making outbound calls to clients and Commonwealth Bank employees.
  • Conducting foreign money transactions and international money transfers.

Achievements

  • Average KPI (key performance indicator) scores between 150% - 300%
  • Ranked Top 20 in Sydney CBD out of 100 Customer Service Representative in the Sydney CBD in preforming high caliber KPI sales results.
  • Quarter to date KPI average between 175% to 200%

Education