Daniel Carabetta Email & Phone Number

Sydney, Australia

Sydney, Australia

Sydney Area, Australia

Sydney, Australia

This role as the Client Manager is the vocal point for all client interactions across the NSW Procurement business. It includes both assisting clients with operational and account management issues across a large client base including Government Departments, Agencies, Suppliers and the general public. A key part of the role is to be abreast of all government policies and mandates while being key relationships.Responsibilities: Relationship Management• Account Managing, establishing and building of relationships with customers of NSW Procurement and the overall NSW Finance & Services group • Build strong relationships and networks with stakeholders and peers to ensure all client needs are met • The daily support and management of both internal and external customers • Providing clear, concise, compliant and accurate data to both clients and internal parties which fit into the NSW Governments policies and frameworks and which provide legislative adherance• Provide exceptional customer service across internal and external customers• Assist with all areas of implementation, support, process and procedure improvements• Maintain product information, policies and ensure that both internal and external stakeholders are satisfied and informed.• Plan and execute follow up support activities in order to ensure client satisfaction.

Sydney, Australia

This role as the Client Service Manager was responsible for reviewing, interpreting and actioning all Debt Product Lending instructions whilst being a focal point for all operational and account management issues across a large client base.Responsibilities: Relationship Management• Establishing and building of relationships with customers on Client Service and Account Management related issues and relationship owners for all issues• Build strong relationships and networks with stakeholders and peers to ensure all client needs are met • The daily support and management of both internal and external customers • Providing clear, concise, compliant and accurate data to both clients and internal parties• Provide exceptional customer service across internal and external customers• Assist with all areas of lending implementation and support• Developing and coaching of other staff members• Maintain product information, policies and ensure that both internal and external stakeholders were satisfied and informed.• Plan and execute follow up support activities in order to ensure client satisfaction.Leadership & Management• Takes ownership of the customer relationships that are responsible for and autonomously and manages own workload and priorities• Proactively promotes the partnership and collaboration between each function of the business and across the wider ANZ team• Display collaborative behaviours in building an “outperformance” culture and a diverse and engaged team through effective collaboration• Being an important training tool for all staff members whilst being a mentor for those new staff members

Sydney Area, Australia

The Service Delivery Manager was to provide a focal point for operational account management including communication and escalation of corporate client issues. The role contributed to the provision of a multi tier relationship model to our corporate clients. I was also responsible for the relationship on a day to day, operational and service perspective across the ATM and Switching suite of products.Principal Accountabilities: Account Management Tasks• Service level monitoring & reporting• Priority Issue management & co-ordination• Point of escalation for Clients and Internal groups• Create & distribute formal Incident reports• Advise client business contacts of relevant system changes• Attend and chair Operational meetings with clients• Regular Meetings with Corporate Sales to discuss state of health of accounts• Knowledge of client projects & involvement where required• Represent FD at Industry events• Corporate ATM Co-ordination with client (New, Relocations, Upgrades etc.)• Keep client contact details & escalation points up to date• Advise & co-ordinate client compliance changes • Developing & implementing process improvementsTeam Management• Write & distribute proactive and reactive communications to clients • Participate in Client Training• Change control approver & TOA meeting representation• On the After Hours Escalations roster• Leader in the team mentor program• Develop & maintain Client Relationship manuals• Ownership of the Benchmark SLA document.

Sydney Area, Australia

The role involved the management, technical support and selling of domestic and regional card and expense management solutions to corporate and institutional client base.Principal Accountabilities: • Achieve agreed product profitability revenue and product targets Product profitability, monitoring and reporting• Ensure accurate monitoring and reporting is delivered in a timely manner.• Promote CBA’s Expense Management capabilities to improve awareness and to generate sales opportunities across client segments• Penetrate further into existing clients, increasing CBA’s share of wallet.• Respond to, and satisfy, customer needs in a timely and professional manner.• Proactively look at opportunities to enhance and develop the current suite of products• Ensure a smooth transition of expense management solutions from sales to Implementation• Ensure service quality and profitability meet customer and bank expectations. • Ensure that product, client research and analysis is current and accurate • Maintain product information, policies and procedures• Support internal and external product queries• Manage and maintain intranet product sites within Transactional ServicesAchievements:• Generated a healthy pipeline between our sales & account management teams which increased sales • Established a good rapport and network with the client relationship teams.• Invited to lunch with the General Manager of CBA in recognition of strong work ethic, team work and collective

Sydney Area, Australia

This role involved assisting the product manager in managing a complete suite of transaction banking solutions for small, medium to large or businesses across Payments, Cash Management & Transactional Banking Products.Responsibilities: • Manage the end to end life-cycle of a suite of transactional banking solutions for small, medium and large businesses• Provide support to the sales, account management, technical and implementation teams • Plan and execute follow up support activities to ensure client satisfaction.• Assist with the development of implementation guidelines and strategies and liaise with internal stakeholders to develop detailed time estimates and work schedules.• Co-ordinate implementation planning activities and manage the communication amongst stakeholders.• Facilitate action planning, task allocation, and prioritisation, tracking and reporting to key stakeholders and clients.• Manage product profitability, cost, pricing and standards• Review profitability and cost effectiveness of product sales• Manage and maintain intranet product sites within Transactional Services• Provided monthly forecasts and analysis of portfolio clients and reported and investigated any abnormalities.• Product and client research and analysis

Sydney Area, Australia

This role involved working closely with the Sales, Account Management and Business Solutions teams to support their corporate client base across a suite of transactional products.Responsibilities: • Assist with client implementation plans and other implementation material for inclusion in large tenders and large single product proposals/documents.• Provide product profitability, monitoring and reporting to senior management• Provide up to date product and client research and analysis• Maintain product information, policies and ensure that both internal and external stakeholders were satisfied.• Review profitability and cost effectiveness of product sales• Plan and execute follow up support activities in order to ensure client satisfaction.

Sydney Area, Australia

This role involved managing and working with internal and external clients to achieve a 100% satisfaction rating on customer service. Responsibilities: • The daily support and management of both internal and external customers • Manage a team of CSO’s ( Client Service Officers)• Provide exceptional customer service across internal and external customers• Apply cross sell opportunities • Establish and maintain client facilities on banks Transactional Electronic systems• Assist with all areas of product implementation and support• Developing and coaching of other staff members• Provide product profitability, monitoring and reporting to senior management• Maintain product information, policies and ensure that both internal and external stakeholders were satisfied.• Review profitability and cost effectiveness of product sales• Plan and execute follow up support activities in order to ensure client satisfaction.

Sydney Area, Australia

This role was responsible for the entry, repair and partial verification of payments and ensuring they are finished quickly and accurately. Payments sourced from faxes and telephone calls, computer printouts and electronically i.e. SWIFT.Responsibilities: • Monitoring the systems and ensuring that everything is running smoothly all day long.• Acting as a mentor and leader to existing and new staff members.• Acting as an effective training source to team members.• Liaising with corporate clients via the telephone to ascertain details.• Ensuring the payment requirements are met within industry guidelines.• Capturing payment instructions to the payment management system from paper sources, computer reports and faxes.• Ensuring appropriate authorizations are met by checking PINs and sign in numbers.• Manual repair and verification of payment instructions.• Providing telephone advice to corporate clients.