Stacey Caddy Email & Phone Number

Melbourne, Vic, Au

Melbourne, Vic, Au

Melbourne, Victoria, Australia

Melbourne, Victoria, Australia

As a Transition FBM I work closely with the GM Transformation, State Manager, State team, IT, L&D and the Lending Support Services teams to drive the successful implementation of the nationally agreed strategy of One Platform, One Brand, One Model, One Business with Mortgage Choice and Smartline brokers. • Educate, train and coach franchisees and their staff to understand and effectively implement and utilise the Mortgage Choice approved integrated systems, software platforms and business • Develop and effectively deliver one to one and group training to build competence in the areas of the software platforms pertaining to the end to end sales/loan process - ensuring franchisees have full understanding of business systems and tools• Deliver training as required, ensuring objectives are met, participants’ skill levels are increased and franchisees are satisfied with the training. Present material, facilitate discussion activities• Monitor training effectiveness • Contribute to a structured change control process to ensure all stakeholders have access to relevant information• Ensure, with the State Manager & GM, Transformation, that all change management andcommunication plans are in place and adhered to• Identify, recommend and coordinate all Franchisee involvement, as approved by State Managers training and mentoring of network as they migrate across to the Mortgage Choice platform and processes. Identifying and understanding the critical business process and systems - including all facets of the sales process, lending products and structure, compliance and associated applications will be key to successfully manage and support the franchise network as they transition across with the required knowledge to effectively use the tools and resources. The role will work closely with the Transformation projects and existing state team members to ensure a smooth and effective transition of brokers to the new platform including post migration support.

This role primarily revolves around working with leaders across Member Growth and Experience to tailor coaching and training plans which support our frontline consultants and their leaders in achieving service excellence success. Providing consultative tailored coaching and training plans that are designed to uplift a wide range of general banking and general insurance capabilities including, new team member onboarding, conversational techniques, and product knowledge.

As the Regional Manager, I am BankVic’s Brand Ambassador within the community I serve and the team I support. I play a key role in building a successful retail banking operation through thought leadership, effective coaching, succession planning and business development. In this role, I am provided the opportunity to bring my strategic leadership, retail banking expertise, solid credit grounding and risk and compliance focus to a unique, dynamic and progressive Mutual Bank that has experienced continued lending growth through innovation and collaboration.

Plenty, Victoria, Australia

As a Branch Support Manager, my role was to work closely with the Area Manager supporting and assisting 12 branches and 90 plus staff in the Plenty Area, delivering exceptional customer outcomes. I myself had 10 direct reports where I effectively and successfully managed through face to face interactions and remotely.ACHIVEMENTS• Set up and implemented an Area resourcing module to effectively manage Branch Manager leave, frontline team member leave both planned and unplanned leave• Relieving for my Area Manager in her absence, taking on all duties, with particular focus on supporting Branch Managers and teams for effective ways in exceeding customer expectations• Networking and building relationships with leadership team and team members in a short period of time

Vic/Tas

My key responsibilities are to effectively and proactively influence key stakeholders such as Area Managers, Branch Managers and business partners in line with key business priorities, supporting an improved operating rhythm to ensure the best experience for not only our customers but our people. Providing effective training and coaching to support leaders and staff in their current skills set to aid in their ongoing development. It is also my responsibility to identify security risks within the business and advise the right channels for rectification. I have actively collaborated with various business units within the group such as Specialist Retail Distribution and Financial Planning to adopt key sales and service behaviours and implement more effective ways of working.ACHIEVEMENTS • Mentored and coached many frontline staff including Branch Managers and Area Managers to bring the best out of those individuals and positively guided their careers• Facilitated many workshops and presentations to leadership teams

Chirnside Park, Kilsyth, Mooroolbark

Lead and manager a team who put the customer at the center of everything we do and strives to exceed expectation at every interaction to deliver an exceptional customer experience. Complete on the job training and coaching for development opportunities with my people, support relevant customer conversations, and reach desired outcomes. The Retail Branch Network provides our customers personal access to the full range of service to meet the financial needs of personal and small business customers. Roles with our leadership team include, Branch Manager, Customer Service Manager, Agency Officer and Personal Lender. ACHIEVEMENTS• Successfully managed various branch teams with diverse backgrounds to achieve outstanding business outcomes by building a high performance culture and increase employee engagement • Proven ability to quickly build relationships ad gain trust as I took on the responsibility of managing each new branch

Eastern Ranges Area

The Branch Support Manager is responsible for collaborating with the Area Manager to lead a team of Branch Managers and frontline staff in 25 sites across the Eastern Ranges.Key tasks completed are branch security and compliance audits; branch manager coaching; workforce planning; recruitment; sales and service leadership; diary management; event management; area administration; employee performance management issues and change management.

Regional Vic/Tas

Strategic planning, leadership and capability coaching to the Retail Bank's Area Managers, Bank Managers and frontline team members across Regional Victoria around core insurance products.

Knox City

Yarra Ranges Area

Diploma, Finance And Mortgage Broking, Satisfactory

Master Of Business Administration - Mba, Business Administration And Management, General, 6.29

Certificate Iv, Training And Assessment, Competent

Graduate Certificate, Business Administration, Successfully Completed

Bsb51915R2-01V01, Diploma Of Leadership & Management, Competent

Certificat Iii In Financial Services Fns30104, Competent