Maria Steele Email & Phone Number

Sydney, Nsw, Au

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Promoted into this role as a key enabler of the People First Bank integration roadmap and overall strategic objectives. I hold a senior leadership position, and the catalyst behind the development of our Organisational Change Management infrastructure, including change management capability. Steering our change management efforts, I craft strategies and plans that seamlessly guide transitions, ensuring maximum adoption of new processes, systems, and cultural shifts. With adept leadership, I also empower our team of change practitioners and agents to navigate complexities and champion progress, ultimately benefiting our people, members, and the entire organisation.The EPMO also requested my assistance, and I was assigned 0.50 FTE as Program Change Lead to the Payments, Cards and Fraud program.

Sydney, New South Wales, Australia

Contracted to support the Merger Integration Portfolio for People’s Choice Credit Union and Heritage Bank, including responsibility for driving early design thinking, progressive development, and ‘change’ community of practice involvement in the delivery of an Organisational Change Management (OCM) approach, framework, and methodology for One Organisation. This work includes the standardisation of a change governance toolkit and change delivery toolkit. My role also requires work to uplift leadership and change practitioner OCM capability through coaching, co-creation and collaborative work practices.

Sydney, New South Wales, Australia

Contracted to support medium to large scale Growth & Retention and Non Discretionary portfolios for CFS Enterprise Delivery and Transformation.

Sydney, New South Wales, Australia

Initially contracted as the Change Lead for the Risk Assessment and Value Chain project, as part of improving Customer Outcomes and Risk Excellence (CORE) across the Group. Three weeks into my appointment, the Program Change Lead for End to End Risk and Control Environment departed. Without a replacement I augmented my role to work alongside the Program Director, three aligned Project Directors, and Senior PMO Manager for three months, and across the full program of work. Stepping into leadership forums and immediately accepting responsibility for key program change inputs/outputs. Including people leadership, SVOC reporting, quarterly change management planning and change impact assessments, change enablers to support quarterly package changes, policy, standards, and risk management system updates (communication channels, stakeholder and partner engagement, and learning), CCWG, and introduced a weekly change and comms clearing house to align with Divisional Change/Comms Leads.

Sydney, New South Wales, Australia

Change Lead for the Digital Personalisation Platform, and Enterprise Decisioning Hub program of work. A large scale, complex digital transformation impacting whole of business.

Sydney, New South Wales, Australia

Contracted as the Project Change Lead for the Colonial First State (CFS) Insurance Market Tender. A regulatory transformation intended to create a sustainable and competitive pricing model, and terms and conditions to enhance outcomes for Members with Life, Total and Permanent Disablement, and Salary Continuance insurance cover within Superannuation.

Sydney, New South Wales, Australia

Contracted to lead a team of five Change Mangers and one Learning Designer. The primary objective to successfully enable the effective change management of a large scale digital transformation program (Customer Service Hub). Changes impacting First Party Lending teams and customers across the Group (Westpac, St George, Bank of Melbourne, Bank SA).

Barangaroo, New South Wales, Australia

Contracted to lead the instructional design capability and key adoption activities associated with contextual guided learning for Retail Distribution - One Bank Platform (Oracle) for Westpac, St George, Bank of Melbourne and Bank SA. This project, on behalf of the Customer Service Hub (CSH), extends to the co-ordination of specialist efforts (BA's, PO's, CM's), In-App guide development, testing, publishing, maintenance, data analysis, playbacks and showcases. Key tools to manage activities include SharePoint, Confluence, JIRA, Microsoft Teams and Trello.

Sydney, Australia

As the Manager, Project Training I was responsible for the development and implementation of the Project training team strategy and delivering solutions to meet the needs of TAL's Commercial & Operations (C&O) business. The role was responsible for leading and delivering project training across C&O, working with key stakeholders to ensure effective needs analysis, planning, design and development of content and delivery of training to support strategic and tactical projects, under TAL's Continuous Delivery model.I led a team of internal and external Project trainers, responsibilities include recruiting and managing contractors, ongoing performance management and development, coaching and mentoring to build capability, competence and high performance.

Sydney, Australia

Contracted directly to continue work on the implementation of TAL's new Enterprise Workflow system (Akuna - Pega Platform). This included management of the training design, development and delivery for the Akuna Project.

Sydney, Australia

In my role it required me to lead and develop a full scope Adviser On-boarding L&D Strategy, including Training Needs Analysis for 3 separate licensees aligned to ANZ Wealth - Millennium3, RI Advice and Financial Services Partners. In addition to the strategic training approach for each Licensee, consultation and support was provided on the design and development of training and delivery requirements linked to agreed findings and recommendations. My role was also responsible for the successful design, implementation and execution of Professional Development Month. A full opt in, virtual learning programme in the month of MAY, with a mix of general and specialised knowledge areas delivered by fund managers, life insurers and internal specialists to approximately 840 advisers across Millennium3, RI Advice, Financial Services Partners and ANZ Financial Planning.

Sydney, Australia

TAL contracted my services on a fixed term basis to define the scope and develop the training strategy for their Enterprise Workflow project (Pega platform). As an integral member of the project 'change' team, my remit supported a phased release across Group, Retail, Direct and Investment Operations. The introduction of the system is intended to simplify business administration activities through automation, and thereby speed up internal procedures with minimal impact on customer experience.

Auckland, New Zealand

NZ Post contracted my services to lead the planning, design, development and delivery of training solutions to embed Salesforce CRM capability within the following service areas - National Contact Centre, Courier Post Claims, Return Letter Office and International Mail Centre. In addition, I took an active role to improve Business Readiness activities working closely with Business Owners and Business Analysts to identify, solidify, record and manage change impacts.It was my core responsibility to design and project manage the roll out of an intensive Salesforce CRM training programme, with limited training specialist resource, to around 170 users, across 4 business units, over a 3 week period.

Auckland, New Zealand

My role was to facilitate the development and execution of a business wide, Customer Experience (CX) value proposition and strategy alongside building, inspiring and leading a best-in-class team to help drive and embed relevant outputs in Latitude Financial Services (NZ). As a team we were clear about our company brand promise, what it stands for and the value it delivers. This allow us to define Customer Experience and know what our people need to deliver it. My approach focused on 6 disciplines behind consistently great customer experiences - 1. Strategy 2. Customer understanding 3. Design 4. Measurement 5. Governance 6. Culture.We utilised insights from Call Quality, Dispute Resolution, Net Promoter Score (NPS), First Call Resolution (FCR), Treating the Customer Fairly (TCF), and Relationship Marketing outputs to facilitate continuous improvement programmes across NZ Operations and Consumer Sales.

Warkworth, Auckland

We offered clients a broad range of business solutions which integrate business documentation, process improvement, marketing, communications, training and change management. *Operational Review – Analysis and support to refine your processes and grow your business.*Business Strategy – Develop a one page document that describes how your business is going to achieve its goals.*Sales Strategy – Define and develop a clear strategy to achieve successful sales through deliberate and thoughtful activity.*Business Manual – Create a business guide for exsiting and new staff that includes your processes, policies, procedures and work instructions.*Marketing Strategy – Develop a clear strategy that highlights your unique selling points.*Competitive Analysis – Define your competitors, your competitive advantage and develop your value proposition.*Business Mentoring – Provide personal development, expertise and knowledge in new or existing skills areas.The key to our effectiveness lies in building active relationships with our clients based on a thorough understanding of their current activity, history, vision and needs. We then work with skilled consultants to identify problems and put the best solutions in place, both in the short and long term. At Whitecharger, we stand out from the pack. We are bold, spontaneous, fun, and easy to work with!

Auckland, New Zealand

GE Capital contracted my services to lead the planning, design and development of training programs and solutions that support the delivery of Project Roadmap - IT (SalesForce & Activate systems integration) and Project CCCFA (Compliance). L&C projects is an integral part of the Learning and Capability team. We aim to design and deliver consistent, high quality, product, system, service, sales and technical training to our stakeholder groups.

Auckland, New Zealand

A New Zealand company, Effectus, contracted my services to the AMP Icebreaker Project, as an IT Systems Trainer. Key components for development and delivery included:~ Genesys Workspace Desktop Edition 8.5,~ CCPulse+ 8.0.2, ~ Configuration Manager, ~ Outbound Contact Manager, ~ Genesys Workforce Management for Agents, ~ Genesys Interactive Insights; and ~ Qfiniti Desktop. Effectus provide a range of services to help clients get more value from their investments in IT. Their specialty is IT governance and all their service lines and services are based on good governance practice. This enables them to maintain vendor independence.

29 Custom Street West, Auckland

AMP Services (NZ) Limited contracted me directly to help drive the practical change management activity and implementation of the Rubik Wealth Management Program. Established to renovate and refine the AMPFS NZ Wealth management product suite brought about by the merger of AMP and AXA.The program aimed to deliver a simplified product offering to customers and advisers by streamlining processes and systems. Rubik also aimed to deliver business synergies to AMPFS NZ and support product choice.

Auckland

A privately owned New Zealand company with a global business, Sysdoc, contracted my services as a Training Consultant to Projects AML and FATCA (Compliance). I did so on a part-time basis and the term of contract was for *13 months*.

Auckland

To support and influence the Wealth Advisory, Insurance Advisory, Institutional Banking and Global Markets division's of the bank, to contribute to ASB's vision of being an Unbeatable Team, providing Unbeatable Service. This involves change management techniques to embed proven Sales Leadership and Management tools and processes from Cohen Brown, to up skill managers and their staff to maximise existing and new opportunities. As well as increase efficiency with the result being, uplift in business unit performance and a uniform experience across the Bank for customers.

Auckland

To support and influence the Commercial and Rural division of the bank, to contribute to ASB's vision of being an Unbeatable Team, providing Unbeatable Service. This involves change management techniques to embed proven Sales Leadership and Management tools and processes from Cohen Brown, to up skill managers and their staff to maximise existing and new opportunities. As well as increase efficiency with the result being, uplift in business unit performance and a uniform experience across the Bank for customers.

Byron Bay, Ballina And Brunswick Heads

To develop and implement financial plans for individuals and businesses utilising knowledge of tax and investment strategies, securities, insurance, superannuation, retirement and estate planning. To monitor financial market trends to ensure that plans are effective, and to identify any necessary updates. To conduct seminars, workshops, group training sessions and coaching on financial planning topics such as retirement planning, superannuation, estate planning etc.

Sydney, Australia

To assist the core CFS Institute of Advice, Professional Development team with project specifics. I was part of a team responsible for the national delivery and design of Adviser programmes that comprise within the framework of the Institute of Advice and that work to support the following Licensees’; Commonwealth Financial Planning (CFP), BW Financial Advice, Advice Essentials, Whittaker Macnaught, Financial Wisdom, Business Wealth Management & Pathways. The design approach also included the development and embedding of defined adviser competency frameworks.

Auckland, New Zealand

To prepare, deliver & manage initial and ongoing education programmes for Kiwisaver, Superannuation Master Trust & stand-alone clients within the Mercer Wealth Solutions framework in New Zealand.

Sydney, Australia

To assist the core Centre for Adviser Development team with project specifics, I was part of a team responsible for the national delivery and design of Adviser programmes that comprise within the framework of the Commonwealth Financial Planning (CFP) business in Australia.

Sydney, Australia

As a result of a corporate re-structure, I was made responsible for conducting branch implementation and business development training on a national level with new owner managed branches.

Sydney, Australia

As a learning and development consultant at AMP Financial Services, I played an instrumental role in the project management and business development of AMP Learning and Development programs and initiatives. A key competency was the ability to facilitate components of the AMP Financial Planning Program.

Sydney, Australia

As a training facilitator at ING Australia, it was my responsibility to facilitate a number of components of Learning and Development Workshops (run internally by a professional learning and development manager) such as Induction, Product and Legislation.