Kent W. Email & Phone Number

North West And Hills Region - Nsw Metro

Ryde, New South Wales, Australia

Manage a newly established Co-Location Tier 1 Branch (Westpac and St.George) with 14 FTEs and combined lending and deposit book of $2.7 billion.

Carlingford And Ryde, Nsw

Broadway, New South Wales, Australia

I am responsible for coordinating and directing the operational functions of Broadway Branch. Oversee front-office operations, provide high levels of customer service and direct regular team meetings and training sessions. Duties and tasks:- Direct regular team/staff meetings- Ensure a high level of customer service is being adhered to at all times- Meet with customers and resolve any problems or complaints- Monitor sales targets- Oversee operational functions within NAB’s compliance requirements and provide solutions to operational issues- Provide mentorship, training and direction to staff

Burwood, New South Wales, Australia

Based at one of the largest NAB retail branches I am responsible for managing the overall business performance together with the branch manager. Help to drive activities to achieve business performance targets (revenue growth, customer service scores, referral targets) through inspirational team leadership and strategic business development activities. Key responsibilities are:- Executing, leading & inspiring the sales team while delivering an outstanding customer experience- Managing and driving the business performance of the branch through sales & service activities- Maximising customer opportunities and supporting & serving the local community & customers

Ashfield And Burwood, Nsw

As a Home and Investment Lending Adviser in one of the biggest NAB Retail Branch, I am responsible in driving mortgage sales and cross-sales performance to deliver growth while focusing on mortgage lending while looking for cross sell opportunities across multiple financial products and services. Contribute to branch profitability by increasing mortgage funds under management, developing strong customer relations and fostering relationship with referral sources.

Hurstville, New South Wales, Australia

- Build strong relationship with referral partners, train bankers on identifying quality financial planning opportunities.- Analyse clients financial needs, then develop and deliver appropriate planning strategies and product solutions through quality advice statements.- Implement agreed recommendations and provide clients with ongoing service packages.- Provide advice with both English and Chinese Mandarin in the following areas:• Personal Protection• Investment• Tax Effective Strategies• Retirement Strategies• Superannuation

Sydney, Australia

Collaborated with two senior Financial Planners to deliver quality FP strategies to Westpac Premium customers (HNW clients).

Sydney, Australia

Started as a Corporate Action project officer and received a promotion internally to assistant manager role after 18 months.Managed Corporate Action and Fixed Interest processing teams in the operational division.

Bachelor Of Commerce (B.Com.), Accounting And Finance

Advanced Diploma Of Financial Planning, Financial Planning And Services