Chris Weston Email & Phone Number

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

Responsibilities● Undertaking legal research, conducting factual analysis to form robust and defensible decisions of charity applications and ongoing registration entitlements of existing charities ● Analyse charity applications against charity law, make well-supported decisions, and provide written arguments.● Provide accurate advice to applicants by maintaining knowledge of charity law and legal requirements for charity registration

Melbourne, Victoria, Australia

Responsibilities● The delivery of effective, efficient service and support to farmers applying for concessional assistance loans through state & federal government support schemes.● Structuring of loan faculties including the purpose, amount, collateral and type of loan, risk recognition and mitigation, pricing, and financial covenants completed through the high-quality analysis of customer information provided through credit applications and the client interview process.● Liaising and negotiating with banks and financial authorities on security structures. Accomplishments● Coaching and mentoring of new staff ● The assessment of 96 files to support drought and food affected receive concessional loans to support farmers after environmental disasters.

Melbourne

Responsibilities● Providing account management to a customer portfolio of 125 not-for-profit clients and proactively developing new relationships. Being a primary point of contact for customers and the conduit with the broader bank team.● Providing commercial, not-for-profit customers with day-to-day customer service and supporting their banking relationship. Completing commercial loan applications, including financial analysis, approval through to settlement and approving within Delegated Authority. ● Develop client relationships in the not-for-profit sector while maintaining overall knowledge of the sector to establish and implement strategies to achieve portfolio growth and client retention.● Create marketing plans, sales strategies that drive interest, understanding, growth opportunities, and training in the Victoria & Tasmanian Branch networks.● Conducting presentations to customers and staff on all banking products and services. These include leasing & Salary Packaging products to Public Benevolent Intuitions and the Healthcare Sector.Accomplishments● Exceeding deposit targets and contributing to 21% growth over the last three consecutive years in Victoria & Tasmania. ● Being chosen to represent the national sales on an internal project team, project foster. A review of how we interacted and manage customer relationships to maximise sales and the customer experience. This project was successful in developing a centralised national sales support team enabling the national sales team to be supported at all times. ● Development of monthly sales reporting that was used nationally after successful state implantation

Melbourne

Melbourne

Greensborough, Victoria, Australia

Bendigo, Victoria, Australia

Bendigo, Victoria, Australia