Sam Daley Email & Phone Number

Australia

Australia

As a Client Relationship Manager, I played a crucial role in guiding clients through digital transformation initiatives. These initiatives are complex as my clients varied from financial services (banking and superannuation), government organisations and departments (federal, state and local), utilities (energy and gas), health insurance providers, education providers (universities), land services, media outlets and other private enterprises.I focused on nurturing strong partnerships by understanding their digital needs and leveraging our cutting-edge solutions to drive their transformation journey. My responsibilities encompassed managing client accounts, identifying opportunities for digital innovation, and collaborating with internal teams to deliver tailored end-to-end solutions that align with clients' digital strategies. I excel in building trust-based relationships, driving revenue growth through digital initiatives, lowering operational costs, and providing strategic guidance to clients to optimize their digital experiences and achieve mutual success in an rapidly increasing digital landscape.

Perth, Western Australia, Australia

Home Lending Manager within the Specialist Lending Team (Home Lending Direct) - Digital Channel at Bankwest. This is a self-driven hybrid role.Responsible for end-to-end relationship management for clients looking to purchase a new property, refinance from another bank or increase their existing lending. Scenarios can range from simple Base PAYG clients to clients that are involved in more complex scenarios such as multiple Trusts, Companies and Partnership business structures. This relationship carries further than just helping clients with their home loans, but also involves maintaining the banking relationship into the future and coaching other lending colleagues to further progress their development. Other accomplishments in this role:• Was selected to complete a ‘Day in the Life of’ with the General Manager of Retail Strategy. • Assisted with implementing change through PVT within the Bankwest home loan application system with the Home Buying Development Squad• Directly involved in testing and rolling out biometrics for customer identification.• Personally achieved and disbursed $50m+ in disbursed home loans (new business) for FY23.

Perth, Western Australia, Australia

Home Lending Manager within the Specialist Lending Team (Home Lending Direct - prev. Customer Home Lending Team) at Bankwest. This is a self-driven hybrid role.This role focused on home loan retention and retaining existing customer relationships for the bank.In March 2022, chosen to be a founding member of the Customer Home Lending Team's 'Acquisition Team' which focused on Refinances and New Purchases due to volume coming through via the phone lines, this Test and Learn lasted for 3 months before moving to become a permanent team within Bankwest.Other accomplishments in this role:• Assisted in the implementation of the LivePerson (Click2Chat) platform within the CHLT Team and provided ongoing training to upskill colleagues.• One of the founding members for the CHLT Lending focused team within CHLT, personally achieving $24m+ in disbursed home loans for FY23 Half 1.• Empowered colleagues, kept customers and business needs front of mind and was awarded the CBA/Bankwest Ultimate Success Award for the 2021-2022 Financial Year as a new to bank colleague.

Perth, Western Australia, Australia

Customer Service Manager / Specialist focusing on delivering outstanding in-store experiences and leading exceptional customer service teams.Leading a team of FTE 50+ in stores including training, coaching and performance management as well as operating in a multi-store support capacity. During my time in this role I also achieved the following:• Organised and participated in an internal 'Mystery Shopping' program to review stores customer service processes, policies and rostering efficiency.• Assisted with the completion of roster resets in line with the business EBA across multiple stores and reviewed their ways of working to ensure that teams operated effectively and efficiently across the business.• Held the #1 regional position for fundraising and overall customer satisfaction (NPS) results for more than 6 consecutive months.• Onboarded, trained and coached new to business/position managers so that they were operationally ready.• Passed every Audit with 0 findings whether regulatory, hygiene or business.• Actively worked with teams to facilitate reviews of space allocations, team function and internal policies.

Perth, Western Australia, Australia

Dry Goods Manager focusing on store presentation, stock control, product space planning and store merchandising across Grocery and Dairy DepartmentsLeading a team of FTE 60+ in stores including training, coaching and performance management across staggered shifts between the hours of 4:00am to 2:00am the following dayDuring my time in this role I also achieved the following:• During this role I participated in training and assisting in-store team members with the roll out of the Coles SimplerTools program.• Achieved in-store optimisation / 'stockless storerooms' for multiple stores resulting in less over stock at the back and a ‘truck to shelf’ rotation.

South Guildford, Western Australia, Australia

Responsible for a small local team as well as assisting with the stores grand opening, general day to day operation ranging from assisting with grocery, dairy, deli/bakery and front-end management. Training new colleagues as well as till reconciliation and accounting.