I have the privilege of leading a team of Bankers who specialise in managing a portfolio of clients helping them manage their finances both personally and professionally. We look after a diversified range of customers in a broad range of industries across the Perth and WA Market and work to assist our customers with any of their financial needs.

I led and developed a team of Analysts. My role involved coordinating and managing the delivery of business outcomes by the team including credit, compliance, and sales outcomes ultimately driving the customer experience.By working collaboratively with peers, business partners and stakeholders I ensured business needs were consistently met by my team. Where required I would coach and work with team members to facilitate their development and lift performance levels of the team. Fostering a strong team culture and high performance mentality to meet expectations.

Institutional Banking and Markets provides relationship management and product capability for the Bank’s major corporate, government and institutional clients. IB&M offers Total Capital Solutions to our clients, ranging from core transactional banking to debt, equity and financial markets risk management products and services.The Markets division is responsible for the Trading and Sales activities in financial markets encompassing all Foreign Exchange, Commodities, Fixed Income and Interest Rate products.Institutional and Corporate Sales (ICS) provide a range of Financial Markets products and services to small, medium and large Australian and International corporate clients. I specialise in providing Interest Rate Risk Management Solutions to Perth based clients across Corporate Financial Services.

As a Personal Lender, my role was to make an outstanding impression on my customers by providing them with friendly, personal and efficient service. My primary concern was to build a positive relationship with customers by identifying and anticipating their financial needs through the completion of a Financial Needs Analysis and providing them with options on a range of lending products and services that may meet these needs. I was required to pro-actively grow the personal lending portfolio by building both Internal and External Lead networks. Also, if appropriate, I would refer customers to other specialists for their financial planning, risk insurance, commercial business and more complex investment needs.As part of this role I worked as an integral part of the Branch team, working closely with the Branch Manager. I needed to develop and maintain effective working relationships with my internal customers as well, including the branch staff as they would be a prime source of my business, the lending support team and the loans processing centres to assist my customers in resolving their lending issues.As a result of this role I gained crucial experience in staff management and leadership, team engagement, business development, problem solving and relationship management of both customers and other staff, training and coaching internal lead sources and networking. It also honed my ability to work to and achieve KPI’s and communicate effectively and efficiently. A key part of this role was to ensure I was compliant in all dealings, both within the bank’s policies and procedures as well as all appropriate legislation including but not limited to the FSRA.