Reporting into the CEO, I was responsible for managing a team of 5 department managers, conducting monthly strategic plan reviews and ensuring projects are on track and on time.I was responsible for managing the finance function of the company where I created and submitted grant funding proposals. In addition, during a stage of growth and establishment in Australia, I ensured cashflow was maintained above our desired minimum by creating and managing a 90 day rolling cashflow forecast across the two operating companies in Australia and New Zealand.When required, I assisted marketing projects and created monthly and annual reports for our clients.

A Business Partner is a relationship manager for clients with business debt facilities up to $3.00m. I managed a portfolio of 70 clients and were responsible for meeting their business and personal banking needs.The Business Partner role requires strong time management, the ability to manage customer expectations, a professional network and the ability to manage risk appropriately for the bank. In addition to providing exceptional service to our existing clients, there is an expectation to bring on new business and to identify and refer opportunities to different sectors in the bank.

A Senior Associate works alongside a Commercial Partner (relationship manager) to jointly manage a portfolio of 30 clients with business debt facilities between $3.00m - $20.00m.The Senior Associate is responsible for the analysis of financial information, preparation of lending proposals and managing the clients administrative needs.

A Banking Advisor is a personal banker and home lending specialist. I was responsible for ensuring every customer is provided with an exceptional experience through quality conversations in which all of their financial needs are met. The role predominantly focuses on residential housing lending.

Bank teller and account enquiries.