April 2021 - August 2021 - Relationship Manager August 2021 - Present - Senior Relationship Manager As a Senior Relationship Manager in the Auckland CBD Business team I manage a portfolio of high end commercial customers across Aged Care, Medical Specialists, and other Healthcare businesses, assisting them to meet their strategic and financial objectives.I provide customers access to the full suite of banking products including Lending, Markets, Trade and Transactional Banking, in conjunction with our Research & Insights, Trans-Tasman & International Business capability.I also have responsibilities in helping to lead and drive a number of business initiatives across the Region and wider Business.

Responsible for originating, executing and managing transactions for a portfolio of corporate and institutional banking customers. Worked on transactions across a range of sectors including tertiary education, airports, logistics, manufacturing, retirement villages and property.

Managed a portfolio of commercial customers that operated across a range of sectors including Manufacturing, Retail, Wholesalers, Importers, Exporters, Logistics, Technology and Hospitality.

June 2016 – March 2017 – Professional Service FirmsMarch 2017 – April 2018 - HealthcareWorked directly with Relationship Managers to maintain and grow sets of large Corporate customers. Initially working with Professional Services Firms (Accounting, Advisory, Legal, Brokerage and Real Estate) I subsequently moved to a Healthcare portfolio where I worked with key accounts across Retirement Villages, Aged Care, Medical Specialists, and other Healthcare businesses. The Relationship Associate is a customer facing role with an emphasis on developing strong credit writing and sale skills.

August 2014 – May 2015 – Recruitment ConsultantJune 2015 – March 2016 - Senior Recruitment ConsultantAs a consultant within the Michael Page Global Banking & Asset Management division I was responsible for placing candidates in origination, structuring, and credit roles.Worked with a broad variety of clients including full-service investment banks, boutiques, corporate banks, hedge funds and asset managers. Successfully placed candidates in roles within Asset Management, Capital Markets (DCM, Derivatives, Fixed Income, High Yield), Corporate Banking, Leveraged Finance, Project Finance (Infrastructure and Energy), Real Estate, Securitisation and Structured Trade Finance.

Serviced the day-to-day banking needs of three portfolios of large commercial customers.Responsibilities included KYC, documentation, settlements, and co-ordinating the delivery of banking products.