Sam Edge Email & Phone Number

Warrnambool, Port Fairy & Terang

Managed a team of 13 across three retail branches, in partnership with Branch Manager. This included managing performance, development, customer experience and compliance.Analysed and maintained risk and compliance activities across two branches.Provided leave and relief support across all branches as necessary to ensure a consistent customer experience.Developed capability to complete quality assurance tasks and processes that could be maintained by staff… Show more Managed a team of 13 across three retail branches, in partnership with Branch Manager. This included managing performance, development, customer experience and compliance.Analysed and maintained risk and compliance activities across two branches.Provided leave and relief support across all branches as necessary to ensure a consistent customer experience.Developed capability to complete quality assurance tasks and processes that could be maintained by staff ongoing.Achievements*Analysed risk and compliance data and discrepancies and educated and coached staff on best practice resulting in successful desktop audits at two branches.*Implemented visual management to give visibility of business expectations and outcomes to all staff enabling tailored individual coaching to be provided to support staff to meet sales expectations.*Led on-boarding of three new to industry staff at fourth branch by providing structured timeline of learning milestones and overseeing hands on learning, fast tracking ability of staff to become operational in branch.*Judged Terang Lions Club’s ‘Lions Youth of the Year’ as a panel member, representing Nab within the community Show less

Ararat

Led Ararat retail branch, this included managing two team members performance, development, customer experience and compliance.Executed business plans and reported on performance results.Monitored and managed business and individual team member performance expectations and prioritised workflow.Developed and maintained relationships with key internal stakeholders (Business Bankers, Agri Business Bankers, Financial Planners).Achievements*Mentored and developed… Show more Led Ararat retail branch, this included managing two team members performance, development, customer experience and compliance.Executed business plans and reported on performance results.Monitored and managed business and individual team member performance expectations and prioritised workflow.Developed and maintained relationships with key internal stakeholders (Business Bankers, Agri Business Bankers, Financial Planners).Achievements*Mentored and developed staff member to develop capability to undertake Branch Manager responsibilities and become 2IC. This created increased business management and sales specialist resources in branch.*Instilled and maintained a positive risk culture in branch through coaching resulting in a satisfactory branch desktop audit across all categories reviewed.*Produced excellent branch sales results to receive invitation to state awards night. This was achieved through home lending, cross sell, insurance and managing the performance of the team. Show less

Nab Private Wealth - Brisbane Cbd

Supported Private Client Manager with high net worth clients to meet high touch service needs. Assessed home loan applications for high net worth individuals and trusts.Supported Nab Private Wealth’s offer statement through provision of highly professional personalised service.Achievements*Utilised customer network from previous role to transition two new customers to business unit resulting in substantial investments with specialist business partners.*Attended… Show more Supported Private Client Manager with high net worth clients to meet high touch service needs. Assessed home loan applications for high net worth individuals and trusts.Supported Nab Private Wealth’s offer statement through provision of highly professional personalised service.Achievements*Utilised customer network from previous role to transition two new customers to business unit resulting in substantial investments with specialist business partners.*Attended client events as Nab representative to further build relationships and rapport with clients. Show less

Brisbane Cbd

Retail Banking Adviser in CBD location and next to Nab head office.Delivered on customer service expectations in a fast paced environment.Assessed home loan applications for professional customer base.Achievements*Produced excellent sales results to be in the top 10 performing bankers in QLD.*Motivated team to deliver on sales expectations by running sales focus sessions.*Advertised ‘Break Up’ campaign through public leaflet handout.*Organised fundraising… Show more Retail Banking Adviser in CBD location and next to Nab head office.Delivered on customer service expectations in a fast paced environment.Assessed home loan applications for professional customer base.Achievements*Produced excellent sales results to be in the top 10 performing bankers in QLD.*Motivated team to deliver on sales expectations by running sales focus sessions.*Advertised ‘Break Up’ campaign through public leaflet handout.*Organised fundraising event ‘Day for Daniel’ at Nab Brisbane CBD branch. Show less

Branches Of South West Victoria

Serviced personal banking customer needs.Assessed home loan applications.Developed and maintained relationships with high value customers.Assisted customers with day to day banking activities and queries.Handled customer enquiries and applications for personal loans, credit cards and accounts.Generated sales leads through proactive face to face and telephone conversations.Achievements*Generated sales leads in excess of expectations to receive… Show more Serviced personal banking customer needs.Assessed home loan applications.Developed and maintained relationships with high value customers.Assisted customers with day to day banking activities and queries.Handled customer enquiries and applications for personal loans, credit cards and accounts.Generated sales leads through proactive face to face and telephone conversations.Achievements*Generated sales leads in excess of expectations to receive invitation to state awards night.*Executed team sales strategy for branch to win state staff incentive campaign.*Up-skilled to step in when Branch Manager was on leave to ensure customer experience was maintained and business continued to run as usual. Show less

Education record

GRIST Consulting - Inspire Retail Sales & Service Course. NAB - Secured & Unsecured Lending Accreditation. NAB - General Insurance.

Education record

Three modules of Certificate IV in Financial Services required for ASIC Tier 2 compliance: -Establish Client Relationships and Analyse.

Victorian Certificate Of Education (Vce)

Completed with a distinction in English