Alana Bolton
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Alana Bolton Email & Phone Number

Finance Specialist / Mobile Lender Defence Bank 0428 855 811 at Defence Bank
Location: Canberra, Australian Capital Territory, Australia 11 work roles 1 school
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Current company
Role
Finance Specialist / Mobile Lender Defence Bank 0428 855 811
Location
Canberra, Australian Capital Territory, Australia
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Who is Alana Bolton? Overview

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Quick answer

Alana Bolton is listed as Finance Specialist / Mobile Lender Defence Bank 0428 855 811 at Defence Bank, a company with 170 employees, based in Canberra, Australian Capital Territory, Australia. AeroLeads shows a matched LinkedIn profile for Alana Bolton.

Alana Bolton previously worked as Mobile Banking Manager at Defence Bank and Regional Manager at Australian Military Bank Ltd. Alana Bolton studied at Heretaunga College.

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Defence Bank

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Profile bio

About Alana Bolton

Over 15 years experience in Home and Investment Lending sales, relationship management, coaching and training. My key focus is to put my clients at the centre of everything that I do. I pride myself in the exceptional customer service I deliver and this is displayed through my extensive customer and staff compliments.Extensive experience in managing, retaining and growing Banking portfolios of up to $68,000,000 and up to 3000 customers. This experience has constantly seen me in a top 10 regional sales position for duration of my finance career. I am a hard worker and strive to accomplish and exceed results.

Listed skills include Financial Services, Oracle Database, Employee Training, Coaching, and 9 others.

Current workplace

Alana Bolton's current company

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Defence Bank
Defence Bank
Finance Specialist / Mobile Lender Defence Bank 0428 855 811
australia
Employees
170
AeroLeads page
11 roles

Alana Bolton work experience

A career timeline built from the work history available for this profile.

Mobile Banking Manager

Current

Canberra, Australian Capital Territory, Australia

Aug 2023 - Present

Finance Specialist / Mortgage Broker

Moneyquest Penrith & Blue Mountains

Penrith, New South Wales, Australia

Sep 2020 - Feb 2022

Business Sales Fleet Coordinator

Sydney, Australia

  • Ultimate responsibility of the National Company Car Fleet – Average 1372 vehicles - 968 active vehicles & 404 ready for disposal.
  • Processing, allocating, coordinating of new and replacement car orders for head office staff, Sponsorship, PR, Fleet Evaluation and external partners. Average of 120 car orders per month.
  • Coordinate with our external stakeholders the preparation, registration and delivery of all new and replacement car orders.
  • Organisation of both local and interstate vehicle transport.
  • Managing vehicle registration expiry of the National Company Car Fleet to ensure that no vehicle is operated when unregistered.
  • Managing the vehicle grounding prior to disposal. Arranging repair quotations and recharging of costs.
Mar 2015 - Nov 2017

Senior Customer Care Officer

Sydney, Australia

  • Communicating with internal and external customers.
  • Answering phone, written and email correspondence.
  • Distribution of concerns to relevant field representatives
  • Recording of complaint details into the customer complaint management system.
  • Case Management - Monitoring the timely resolution of all concerns.
  • Completing vehicle buy backs, sourcing replacement vehicles, arranging transport, preparing release deeds.
Feb 2013 - Mar 2015

Premier Relationship Manager

Sydney, Australia

  • Direct (Phone & Email) Relationship Management, Customer Service and Sales.
  • Growing and managing a portfolio of approximately 700 Premier clients – portfolio value $58, 000, 000
  • Proactively build on the existing portfolio, by increasing business opportunities. Identifying prospects and establishing relationships to win business.
  • Maximise sales conversions, identifying cross sale opportunities and present solutions to customers that achieve a common goal which is favourable for both the bank and the customer.
  • Provide clients a full product suite of general insurance through the Allianz platform. Quoting and converting sales for Home, Contents, Car and Travel Insurance.
  • Increase bank assets by $2.2m per month, increase bank liabilities by $500,000 per month
Jun 2010 - Jul 2012

Personal Lender

Sydney, Australia

  • Front line branch, face to face Relationship Management, Customer Service and Sales.
  • Built a brand new portfolio, grew and managed this portfolio to approximately $68,000,000 from 2008-2010
  • Identifying business opportunities, prospects and establishing relationships to win business.
  • Coaching and Training of up to 15 Staff members to identify business opportunities and create referrals. Training of new to bank staff and providing support as a mentor to staff looking for career progression.
  • Identifying cross sale opportunities and maximising sales conversion through thorough needs analysis.
  • Provide clients a full product suite of general insurance through the CommInsure platform. Quoting and converting sales for Home, Contents and Car.
Jan 2008 - Jun 2010

Senior Sales Consultant

Sydney, Australia

  • Front line branch, face to face Customer Service and Cash Handling
  • Establishing relationships to win business and identifying business opportunities
  • Sales of Bank Products - Home Loans, Investment Home Loans, Everyday Banking Accounts and Credit Cards
  • Maximising sales conversions and identifying cross sale opportunities
  • Presenting solutions to customers, which are tailored to their goals
  • Provide clients a full product suite of general insurance through the Vero platform. Quoting and converting sales for Home, Contents and Car.
Aug 2007 - Jan 2008

Senior Banking Consultant

The National Bank Of New Zealand

Wellington & Wairarapa, New Zealand

  • Front line branch, face to face Relationship Management, Customer Service and Sales. Products include Home Loans, Investment Home Loans, Insurance, Everyday Banking Accounts, Credit Cards, Life and Income Protection.
  • Growing and managing a portfolio of approximately 3000 customers
  • Ability to approve Lending decisions for applications submitted up to $500,000 NZD
  • Coaching and Training of up to 20 Staff member to identify business opportunities and create referrals. Training of new to bank staff and providing support as a mentor to staff looking for career progression.
  • Managing Customer Debt Recovery
  • Identifying business opportunities, prospects and establishing relationships to win business.
Nov 2001 - Aug 2007
Team & coworkers

Colleagues at Defence Bank

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1 education record

Alana Bolton education

  • Heretaunga College
    Heretaunga College
FAQ

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What company does Alana Bolton work for?

Alana Bolton works for Defence Bank.

What is Alana Bolton's role at Defence Bank?

Alana Bolton is listed as Finance Specialist / Mobile Lender Defence Bank 0428 855 811 at Defence Bank.

Where is Alana Bolton based?

Alana Bolton is based in Canberra, Australian Capital Territory, Australia while working with Defence Bank.

What companies has Alana Bolton worked for?

Alana Bolton has worked for Defence Bank, Australian Military Bank Ltd, Moneyquest Penrith & Blue Mountains, Hyundai Motor Company Australia, and Hsbc Retail Banking And Wealth Management.

Who are Alana Bolton's colleagues at Defence Bank?

Alana Bolton's colleagues at Defence Bank include Melinda Lewis, Jamie Sapardanis, Mark Trevithick, Sue Wilson, and Chris Aulich.

How can I contact Alana Bolton?

You can use AeroLeads to view verified contact signals for Alana Bolton at Defence Bank, including work email, phone, and LinkedIn data when available.

What schools did Alana Bolton attend?

Alana Bolton studied at Heretaunga College.

What skills is Alana Bolton known for?

Alana Bolton is listed with skills including Financial Services, Oracle Database, Employee Training, Coaching, Customer Satisfaction, Customer Support, Customer Service, and Customer Retention.

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