The policy committee’s function is to keep the Trustee informed about member or employer concerns in respect of the Plan. In addition, it provides a forum for dealing with issues relating to the operation of the plan and other matters it considers that the Trustee should be made aware of, including, but not limited to:• matters relating to members understanding of the operation, investment strategy and performanceof the plan.• assisting the Trustee in obtaining members’ views on… Show more The policy committee’s function is to keep the Trustee informed about member or employer concerns in respect of the Plan. In addition, it provides a forum for dealing with issues relating to the operation of the plan and other matters it considers that the Trustee should be made aware of, including, but not limited to:• matters relating to members understanding of the operation, investment strategy and performanceof the plan.• assisting the Trustee in obtaining members’ views on the plan and their information needs.• seeking assistance from the Trustee in dealing with enquiries or complaints about the plan.• informing the Trustee about any issues relating to the plan Show less

Leading the team of Senior Partnership Managers across Westpac, St George and BankSA in QLD / SA / NTCoaching the Senior Partnership Manager in Business development, assistance in on-boarding of new to bank customers and providing day to day support for brokers and aggregators and :-- Build and maintain strong working relationships with third party partners- Developing and implementing a structured contact program for designated brokers- Representing The Westpac Group at key… Show more Leading the team of Senior Partnership Managers across Westpac, St George and BankSA in QLD / SA / NTCoaching the Senior Partnership Manager in Business development, assistance in on-boarding of new to bank customers and providing day to day support for brokers and aggregators and :-- Build and maintain strong working relationships with third party partners- Developing and implementing a structured contact program for designated brokers- Representing The Westpac Group at key Aggregator events (PD Days, conferences, award ceremonies, etc.)- Having a high level of visibility with brokers/ maintaining regular proactive contact in person, by phone, email and webinars - Using a disciplined sales process to gain a strong understanding of brokers business to identify how Senior Partnership Manager/Westpac Group can add value to their business/ best fulfil their needs- Coaching brokers in Westpac Group business products, policies and processes- Identify and accredit business brokers/ contacts- Provide product, technical, sales and business solutions to business brokers/ designated contacts- Utilise strong market knowledge and contacts to develop new business opportunities outside designated contacts- Provide superior customer service, and effectively handle, escalate and follow-up customer compliments, issues and complaints using judgement to resolve customer concerns on the spot- Follow up and manage new business opportunities Show less

To be the most recommended aquisition channel in the commercial banking market in QLD - providing an alternative channel for customers who prefer to deal with brokers.Moto " If we can't be the customers first choice, then we want to be the brokers first choice as the bank to deal with"Responsibilities include: - - Sourcing, maintaining and growing Third Party based relationships with state based aggregators.- Sourcing new business referral volumes in line with… Show more To be the most recommended aquisition channel in the commercial banking market in QLD - providing an alternative channel for customers who prefer to deal with brokers.Moto " If we can't be the customers first choice, then we want to be the brokers first choice as the bank to deal with"Responsibilities include: - - Sourcing, maintaining and growing Third Party based relationships with state based aggregators.- Sourcing new business referral volumes in line with the Business Units growth strategy.- Identifying and accrediting state based Commercial Introducers.- Training and supporting Relationship Managers in Broker sales to ensure superior customer experience and efficient draw down of business referred.- Coaching 2 Business Development Managers in business development, internal stakeholder partnership and activity monitoring.- Joint Fieldwork to ensure Business Development Managers are following Westpac customer call program.- Credit assessment coaching at a high level for Business Development Managers Key tasks involved in this process are:- Application assessment over the phone.- Quick analysis of Balance sheet and Profit and Loss statements.• Business Development:- Key tasks in this process are:- Identify and convert cross sale opportunities.- Cold calling of prospective customers.- Attending local based business meetings. - Attend Industry / Business conferences in QLD- Attend Industry Training seminars.- Attend Annual conferences on Banks behalf- Training of Staff and Brokers regarding policies- Regular review volumes with Aggregators • Compliance / Office Maintenance: - Key Tasks in this process are- Annual Review of Direct Broker Accreditations. Show less

Responsibilities include: - • Sourcing, maintaining and growing external relationships with state based franchise business. Sourcing business referral volumes in line with the Business Units growth strategy.Identifying and accrediting national and state based franchise systems as per the franchise sector policy.Training and supporting BBM’s in franchise issues to ensure superior customer experience and efficient draw down of business referred.*Coaching 4 Business… Show more Responsibilities include: - • Sourcing, maintaining and growing external relationships with state based franchise business. Sourcing business referral volumes in line with the Business Units growth strategy.Identifying and accrediting national and state based franchise systems as per the franchise sector policy.Training and supporting BBM’s in franchise issues to ensure superior customer experience and efficient draw down of business referred.*Coaching 4 Business Development Managers in business development, Internal Stakeholder partnership and activity monitoring.*Joint Fieldwork to ensure Business Development Managers is following Westpac Customer call program.*Credit assessment coaching at a high level for Business Development Managers *Senior Manager additional duties added March 2007 Key tasks involved in this process are:- Application assessment over the phone.- Quick analysis of Balance sheet and Profit and Loss statements.• Business Development:- Key tasks in this process are:- Identify and convert cross sale opportunities.- Cold calling of prospective customers.- Attending local based business meetings. - Attend Industry / Business conferences in Queensland.- Attend Industry Training seminars.- Attend Annual conferences on Banks behalf- Attend FCA breakfasts and round table meeting • Compliance / Office Maintenance: - Key Tasks in this process are- Annual Review of Accredited State (QLD) based franchisor’s. Show less

Responsibilities include: - -Acting as a trusted advisor to the clients in relations to financial affairs.-Listening to customer requests and tailoring the correct financial solution.-Customer retention via value adding professional banking relationships.-Preparing sponsor memos in terms of the bank guidelines.Key tasks involved in this process are:- Gathering / Collating of financial data. - Quick analysis of Balance sheet and Profit and Loss.-… Show more Responsibilities include: - -Acting as a trusted advisor to the clients in relations to financial affairs.-Listening to customer requests and tailoring the correct financial solution.-Customer retention via value adding professional banking relationships.-Preparing sponsor memos in terms of the bank guidelines.Key tasks involved in this process are:- Gathering / Collating of financial data. - Quick analysis of Balance sheet and Profit and Loss.- Measurement of Bank’s underwriting standards in accordance with collated financial information and identifying of key credit risks and mitigants.- Security assessment, pricing requests and data integrity checking.- Liase with centralised sites to ensure efficient service. • Business DevelopmentKey tasks in this process are:-Building a sales referral network and asking customer for referrals.-Identify and convert cross sale opportunities.-Cold calling of prospective customers.-Attending local based business meetings. -Attend Industry Training seminars. • Compliance / Office Maintenance. Key Tasks in this process are-Action fortnightly arrears report and account management diary. Show less

Various roles in Retail and Commercial Banking in Queensland