Beyond Bank Australia is one of Australia’s largest customer owned banks with a long and proud history of success, credibility and banking expertise. With branches across the nation, and employing more than 600 staff, Beyond Bank Australia creates financial wellbeing for individuals, families, businesses and communities.Reporting to the State Manager and covering Clare, Port Augusta, Port Lincoln and Whyalla region , Key responsibilities include:Develop and implement regional business plans aimed at increasing the reach and the depth of customer experiences and business growth outcomes.Understand the differing needs of members, proactively seeking solutions to satisfy members’ complete financial needs.Managing customer expectations and satisfaction levels to ensure achievement of high customer satisfaction.Driving performance and success by empowering cross functional teams to work collaboratively to deliver resultsDeveloping people and providing regular coaching to team members to maximise the potential of people and build a talent pipeline

People’s Choice is one of Australia’s largest credit unions with 345,000 members across Australia with 50 branches and 6 advice centres in South Australia, Northern Territory, Victoria, Western Australia and Australian Capital Territory. $8 billion of funds under management and advice and over 1,100 employeesReporting to the Regional / State Manager the role is responsible for the delivery of day to day quality contemporary operational activities nationally that are aligned to People’s Choice Strategic Objectives and Goals including all practices, processes and systems in the following areas:• Delivery of high quality service to the Credit Unions members• Manage the achievement of branch sales and expense budgets• Lead, coach and counsel staff• Develop and successfully implement branch business plans and marketing campaign plans• Lead the team, providing regular communication, nurture an understanding of the Credit Unions vision and values• Drive improvements by reinforcing and encouraging a continual improvement philosophy within the team• Manage prudent credit assessment of lending applications and adherence to all relevant credit union policies, procedures and legislation• Effectively plan and manage resources, including rostering to meet sales, service and operational needs• Effective planning of new business activity to support the advice needs of new and existing members, development of external referral sources and to undertake operational activities such as system management and compliance obligations• Manage departmental resources to maximise and seek operational efficiency and effectiveness within defined budgetary parameters.

Regional and Agribusiness Banking (RAB) provides a comprehensive range of services to over 30,000 relationships located in Regional and Rural Australia. The vision of the Regional and Agribusiness team is to excel at securing and enhancing the financial well being of people, businesses and communities throughout Regional Australia.Key Responsibilities• Plan and prioritise a calling program for existing and prospective clients that addresses client’s needs and provide appropriate financial solutions• Builds a network of local internal and external contacts to assist in the origination of new business, new clients and the gathering of competitive intelligence• Actively pursue the identification of opportunities to assist clients meet their day-to-day financial needs and medium term goals by gaining an in depth understanding of clients’ needs • Deliver exceptional client service in all dealings • Negotiate commercial terms of transactions with clients and oversee progress of deal execution through to conclusion to ensure timely and efficient delivery of client’s requirement• Maintain close liaison with Risk Management, promoting an in depth understanding of the client and of transaction proposals to ensure the maximum efficiency in obtaining Risk approvals in support of business objectives• Focus on quality and minimising credit and operational losses• Provide input to and take responsibility for implementation of relevant strategic initiatives to position Regional and Agribusiness Banking and the Group to win new business and new clients

Regional Development Australia – Whyalla and Eyre Peninsula Inc is the region’s key economic and regional development agency, which is funded through a partnership between the Commonwealth, State Governments and the 11 Member Councils across the region of Eyre Peninsula.The Board has established contracted relationships with various government agencies, to deliver specific services and projects within the region on behalf of both the State and Federal Governments.Key Responsibilities• Manage the activities of and provide executive support to the Whyalla Skills for Jobs in Regions Network and be the first point of contact for matters relating to the operations of the network.• Coordinate and develop the Whyalla Employment and Skills strategy, in conjunction with the Skills for Jobs in Regions Regional Co-coordinator and local Network.• Develop the annual Whyalla Skills for Jobs in Regions Network plan and budget in conjunction with the Skills for Jobs in Regions Regional Co-coordinator and Network. Report regularly to the Whyalla Network on progress of the implementation of the Whyalla Employment and Skills plan.• Engage and collaborate with key stakeholders and members of the Skills for Jobs in Regions Network to ensure relevant input and debate from both the supply and demand of the Whyalla employment sectors.• Project manage specific employment and skill program initiatives within the City of Whyalla;• Manage all Skills for Jobs in Regions funding and other project funding allocations and ensure that program auditing is undertaken.• Fulfill the Department of Further Education, Employment, Science and Technology (DFEEST) reporting and evaluation requirements• Manage all aspects of the Whyalla Career Development Centre (CDC) including management of the CDC Career Practitioner and other staff• Manage and coordinate other specific reporting requirements, employment and skills project contracts, budgets and financial acquittals.

One of Australia’s largest customer owned banks, with assets under management approaching $4 billion, over 202,000 customers, 50 branches, access to over 3,000 rediATM’s and 600 staff.My role was to lead and manage the Merger for Alliance One Credit Union Ltd .My main responsibilities were:• Oversee the management of Alliance One Credit Unions Operations from Legal Merger to full system / database integration. (5 locations / 55 Staff across SA)• Liaise with Internal and External stakeholders• System Administration and product mapping• Process Mapping and integration.• Compliance requirements (cancelling Credit & AFSL licenses), Third Party Contracts & Leases.• Management and coordination of Data Base clean-up activities.• Work closely with the Steering Committee of Beyond Bank Australia • Assisted with identifying the training & development requirements for staff• Assisted with various communication / information to members• Implemented required activities on merger weekendMy key achievements were:• Successful merger (both Legal and Technical integration) from approval by Alliance One Members at Special General Meeting to full day 2 integration. Acknowledged as the quickest & smoothest merger undertaken by Beyond Bank Australia.(Approximately 5 months)

A member owned Credit Union with its Head Office located in Whyalla, South Australia. With assets under management of $230M, over 17,000 members, 5 branches, access to over 3,000 rediATM’s and 55 staff.My role was to manage the Risk Management systems of the credit Union as well as oversee the IT department, systems and branch network .My main responsibilities were:• Monitor & Mange Risk Systems – Prudential, Financial & Operational• Disaster Recovery & Business Continuity Planning and Maintenance.• Policy and procedure maintenance and review• Strategic Planning – Assisting Board & Executive Management Develop & implement• Principal Liaison ASIC / APRA• Board & Management Reporting• Secretary of the Board Risk Committee.• Management of the IT budgeting process• ATM network Management• HR & People Management• Payroll – Sage Micropay Meridian / CONNEX Employee Portal• Project Management• Nominated Responsible Officer – Cards, Payments and Credit• Community RelationsMy key achievements in the role were:• Designed and implemented Risk Management Systems to the organisation. This included the introduction of computer assisted systems and enhanced reporting & governance structure.• Successfully managed Branch redesign project from designer brief, Landlord / lease negotiation, construction tender to completed installation at 2 locations. This involved recommendations and reporting to the board to gain $1M expenditure.• Successfully managed major card / ATM switching project . This involved working with both Internal and external stakeholders to move payment systems from one supplier to another with minimal member impact• Successfully coordinated Sale of Alliance One Credit Unions ATM network

A member owned Credit Union with its Head Office located in Whyalla, South Australia. with assets under management of $230M, over 17,000 members, 5 branches, access to over 3,000 rediATM’s and 55 staff.My role was to provide development and support for all IT systems, as well as to manage all areas of plant and equipment within Alliance One Credit Union, its branch network and agencies. My areas responsibilities were:• Maintenance and development of the Core Banking system .• Maintenance and development of Internal systems, (corporate Intranet, email, remote access)• Principal liaison for all technology partners• IT Budget• Research & development of new systems and processes• Development of IT related training initiatives for staff• Policy & Procedure (Operations Risk, Data Risk & Disaster Recovery Planning)• Board Reporting• Project management • NRO – Cards and paymentsMy key achievements were:• Implementing client /server infrastructure across the organization (5 locations, 55 Staff).• Successfully implementing Y2K project. All potential threats and risks were identified and remedied. There was no Y2k issues with any system on 1/1/2000 • Successful Migration of our banking system to a new technology platform. All aspects of this project were successfully managed, including product setup, training, member communication and data migration.• First South Australian Credit Union to have a web presence (1998)

During this period I performed various roles including teller, Branch Supervisor ,Branch Manager, Lending and credit control