Rebecca North Email and Phone Number

As a Relationship Executive I provided a range of banking services to a portfolio of diverse Small to Medium Enterprises. I worked closely with dedicated business partners to offer a full range of services covering cash flow and transaction banking, term debt, asset finance, wealth management, risk management, international trade and general banking needs.Building and developing strong relationships and helping clients meet their strategic goals through understanding their businesses and helping to identify business insights were a key focus of mine within this role.

Management of the business unit’s credit quality regime within compliance standards.On-boarding and training of new staff members and management of a team of analysts.Workflow Coordination of team members.Encouraging, identifying and assisting development of best practice team strategy.Managing and analysing performance data and other information to ensure adherence to standards and to identify areas of Continuous Improvement to increase productivity.Ad-hoc research and problems solving requests.Business unit budgetary and financial measurement, analysis and control including support to help team meet revenue target.Operational control to ensure smooth running of the business.Application of Executive Manager delegation in decision making.Project Management and event planning.

Ongoing Relationship Management of a suite of external clients including Private Individuals, Charitable Trusts, Compensation Trusts and Indigenous Trusts.Preparation, organisation and running of board and advisory council meetings in particular in relation to Indigenous Trusts.Completion of Minutes and Agendas plus written and verbal communication to clients, stakeholders and shareholders.Management of Deceased Estates.Administrative assistance & Sales Support to the State Relationship Manager.Event planning.

Leadership and Management of Private Bank Support Staff; relief Assistant Private Bankers; reception and temporary staff members (inclusive of recruitment, development, training, coaching and support).Development, implementation and ongoing supervision of new Private Bank Support Unit Investigation and validation of high risk transaction, customer complaints and potential fraudulent activity.Monitoring compliance with statutory obligations and ANZ policy in areas such as Occupational Health & Safety, Training and Business Continuity Planning.Coordination and Analysis of financial reports and budget control.Maintenance and Operation of performance management systems.Project Management and facilitator of continuous improvement strategies.

Joint Management of a portfolio of approximately 200 ultra high net worth clients.Assistance with the achievement of sales targets and portfolio growth.Responsible for system and procedure training of new Private Bankers and Assistant Private Bankers.Development of induction support manual.

Relationship Management of a portfolio of 150 high net worth clients.Achievement of sales targets and portfolio growth as well as promotion of variety of investment opportunities.Completion of Credit Memoranda for clients borrowing requirements.Coordination of Internal Relationships with Financial Planners and Capital Market Specialists.Management of a Client Support Officer.