David Porter Email & Phone Number

Red Beach, Auckland, Nz

Auckland, New Zealand

Auckland, New Zealand

As per below role, this has expanded to look after the quality and quantity of all Wealth conversations to help build confidence in helping customer to understand the different options available to help them reach their goal.

Auckland, New Zealand

To help drive great customer outcomes for customers by driving education around ASB's KiwiSaver product. This was done by supporting staff in their own understanding and supporting with their confidence to then share this knowledge with their customers.As part of this role there was external business development completed with companies that ranged from presenting from 5 to 150 staff members.

Newmarket, Auckland

I lead a team of 9 direct reports to support our current branch located in Newmarket, Auckland. My role encompasses all branch related objectives around leadership, sales management and governance.Achievements:- Awarded 'Branch of the Year 2017' nationally.- Record results for 2016-2017 in new and net lending, insurance and Kiwisaver sales.- Met and exceeded 9 out of 9 for all targets for FY 2016/17- Net promoter score for FY 2016/17 of 66%- Finished 2nd in the country in voting on new values engagement.- Record score in engagement through Kenexa for Newmarket branch.

Auckland, New Zealand

Main Responsibilities:Manage the delivery of a CRM Proof of Value to sections of TSB Bank to ascertain value of the product to the whole bank. Managed from the requirements stage with the project team through to UAT and end user training. This involved working closely with the business owner, sponsor and vendor to keep within scope and budgets. Change Management and Communication:Undertook change activities across the network including presentations to all users, steering committee and driving the value of the product through regular contact to address areas of improvement through system enhancement drops. Regular communications throughout the life cycle of the project to update users and executive teams of progress towards our goals and to provide support throughout the change process with users.Stakeholder Management:Worked with internal and external customers to ensure we delivered planned release within tight 6 week time-frame. This included leading conference calls and planning sessions to manage expectations and and remain within scope of works.Risk Management:Kept within risk appetite including sign off gateways within the project and managing issues and risks on a continued basis especially as it related to mobility apps with the application able to be used anywhere, anytime.Successes: The project has been nominated for a Microsoft Partner Award for the delivery of the CRM.

Auckland, New Zealand

Main Responsibilities:I lead a team of direct reports to deliver outstanding customer outcomes to meet the needs of our customers. Was appointed Regional Campaign Manager in December 2014 with the responsibility of developing relevant end-to-end Campaigns to help drive the performance across 4 Service Centers in Auckland and Hamilton. I have also been assigned with projects to centralise BAU workflows and develop a Sales tool to assist staff with customer interviews.Sales Management: I am responsible for creating and adapting quarterly tailored business plans within my unit and driving the business towards these goals. I run regular Sales meetings with all relevant staff to engage and track performance on a daily basis.Coaching and Mentoring:I am accountable for developing my team and I do this through regular weekly coaching and support in order to uplift performance and drive the customer experience. I have established and put into effect regular staff Action Planning and Personal Development templates.

Takapuna, Auckland

Main Responsibilities:I lead a team of up to 27 direct reports, plus contractors, to deliver on strategic project initiatives and support BAU activities including production support and planned maintenance and improvement within the Business Technology division for Sovereign. Projects are largely IT projects and some business change and I currently manage resourcing for more than 10 projects.Technology Platforms:The technology I'm involved with is our main policy admin systems, CRM, claims and underwriting applications, but not exclusive to this. I own the resourcing for all projects that range from Regulatory to Product releases to market to other internal enhancements e.g. migration to Windows 7. This covers every area of Business Technology as well as ensuring we have the necessary resourcing across all areas of the business to ensure that we meet our go live deadlines.Staff Management:My other key responsibilities involve performance management, staff development through development planning and in setting of objectives and tracking those regularly through 1:1's and half yearly performance reviews. The team is diverse, consisting of Business Analysts, Junior and Senior Developers and Senior Testers and I drive and support increases in capability across the board. Resourcing and Recruitment:I’m responsible for resourcing contract positions across all types of work. Within this arena I recruit both permanent and contract professionals to assist with delivery. I follow the end-to-end recruitment lifecycle from identification of resource requirements to on-boarding them through the induction process. I’m accountable for managing many key stakeholder relationships, within business units at Sovereign. I manage existing relationships with strategic partners, and engage with new vendors to ensure that we have the best choice of resources available to the department. Also part of this is in understanding the current market and where it's heading.

3 month contract role as Data Analyst.

Wellington, New Zealand

I undertook data analysis after the introduction of SAP I ensured I managed a large workload of errors on fuel trips. Utilising analysis of paperwork, Yard and Win DMS and ensuring this was correct on SAP.My role ensured that we made up for millions of dollars in missing fuel trips and allowed BP to invoice customers. I was personally responsible for every BP in the South Island for invoicing correctly using the SAP system.I left due to 6 month contract finishing and impending travel.

Kingston Upon Thames, United Kingdom

To manage employees to achieve targets in Sales, Service and Compliance in a large retail branch for the Royal Bank of Scotland. I was responsible for 22 employees with one of the biggest customers bases in London.A normal day would normally start and finish with a team meeting to discuss challenges and set and reflect on goals and engage the team. My role was also to inspire my team with coaching and development and drive them towards their dreams. I was passionate to pursue and tailor solutions to achieve our customers goals and aspirations and this allowed for a positive working environment to get the best out of my people.I also was responsible for engagement of our stakeholders both internal and external within projects that I have undertaken in my role. I used Prince 2 methodologies in writing Project Plans, end of stage summaries, budgets and registers.

Kingston Upon Thames, United Kingdom

Managed 8 employees to embrace the customer experience and deliver customers products and services tailored to them.

Twickenham, United Kingdom

Twickenham, United Kingdom

Wellington, New Zealand

Level 5 Financial Services, Investments And Securities

English, Maths, Economics And Science

Education record