Therese Pearce Email & Phone Number

Port Macquarie Nsw

As a NAB Health banker I work with businesses and professionals in the healthcare industry , providing comprehensive financial solutions to practitioners, pharmacy, , health supply, community and allied health providers.Specialization is a key competitive advantage for NAB. No other bank has the depth of knowledge, expertise and insights that NAB can offer it's customers. NAB is the only bank with a dedicated network specialist health bankers allows innovation in the finance industry to meet our practitioners needs.Managing and building a portfolio of local regional clients with diverse needs and outcomes allows me to connect within the local community developing links, referral sources, and new business partnerships.Anchoring on health specialist advice, I offer strong credit and financial analysis skills adding value to each client’s business, expanding opportunities, and co-ordinate a team of specialists to ensure all areas of need are met.I assist with finance solutions for practice establishment and enhancement, commercial, residential and self managed super fund finance, cash flow solutions , asset finance, transactional solutions inclusive of merchant facilities and HICAPS, financial planning and investment strategies, business protection solutions and insurance and FX strategies.

Port Macquarie Nsw

Established Medfin, Health Division, National Australia Bank, as a local and regional presence, opening new opportunities and building Medfin’s business footprint in regional NSW. Provided healthcare practitioners with specialist finance solutions and face-to-face personalised management. Clients included a range of specialists; dental, veterinary, as well as General Practitioners. Key Achievements:• Grew portfolio 14% from scratch through forging and sustaining new and valued relationships• Added value to client outcomes by introducing valued connections relevant to the specific client’s business• Applied acute medical finance acumen and acquired deep knowledge of individual clients’ business through deep consultation and analysis• Fostered deep business connections between relevant clients• Attained highest net promoter score 9-8/10• Amongst Top 10 achievers nationally

Port Macquarie Nsw

Second largest of Westpac’s NSW regional bank branch incorporating Laurieton and Wauchope.Maximised branch performance by leading, influencing and managing a multi-faceted team. Began during a period of upheaval and uncertainty, with staff generally feeling stressed and disengaged. Using a direct, strong, and personal approach, re-built relationships with the bank staff through close coaching and individual development plans. Worked gradually and consistently to promote re-engagement and holistic teamwork, which resulted in better business practice, teamwork, and bottom-line results.Key Achievements:• Using coaching as the key Improved customer survey score from 4 to 8.7 within six months• Developed and coached personal banker to number one status nationally• Re-established Wauchope agency back into the branch by incorporating staff into the business and operations through training, education, and coaching• Lead re-energising of bank relationships with local brokers and accountants through support, education, and promoting the local regional businesses• Instituted a holistic approach to selling within the whole team including direct reports and experts in related business lines – a one-team approach• Instituted an accent on educating and engaging clients to develop knowledge and awareness of their own financial well being, enhancing and understanding risks and options within their own financial portfolio• Greatly enhanced focus on risk management, governance, and compliance• Acting Regional General Manager where required as a relief position.

Forster Nsw

Provided sales leadership, business management and community engagement. Set overall direction of the people management strategies and the implementation of agreed approach in the business.Contributed to balanced scorecard outcomes for the branch, including profit, revenue, customer advocacy, employee commitment and performance.Lead and coached a team of service staff and sales specialists to high performance levels.Developed and delivered on a business plan and marketing plan tailored to the local area. Built up a positive high profile in the local community and strong relationships with key members of the local community.Key Achievements:• Doubled the balance sheet earning the right to grow the staffing thus continuing business growth• Achieved high net promoter score specific to the demographic• Recruited, trained and coached new hire to fourth highest achiever state-wide, then promoted to become Home Finance Manager• Up skilled Personal Banker to consistently achieve third highest achiever state-wide• Re-energised the team to higher levels of engagement, accountability and ownership • Instituted a holistic approach to selling within the whole team including direct reports and experts in related business lines – a one-team approach• Provided coaching, training and, where necessary joined the team in the trenches where resulting in individuals and team feeling valued• Incorporated the bank into the local business and community activities through sponsorships; small business showcases; engaging local experts and tradespeople for bank renovations• Focused on building a team spirit through educating and encouraging individuals to own the business, which resulted in staff having an enhanced appreciation of the fit between bank and community• Lead local Woman In Business meetings.

Forster Nsw

Connected with customers to deliver them a total mortgage solution. Utilised relationship-building skills, local reputation and fresh approach to build lasting relationships with customers, business partners and the community.Delivered on all expectations to meet targets, develop plans and grow the business.Key Achievements:• Achieved Number One Regional Home Finance Manager status• Achieved high net promoter score• Instigated, inspired and influenced management and staff from two branches to develop referral networks within the bank and externally• Created a co-operative culture within the local business community, referring business to best-fit local providers• Coached the branch teams in business education and how to identify key opportunities• Significantly improved teamwork amongst experts and staff within the branch network.

Forster Nsw

Managed a portfolio of customers and, within a high-sales culture, influenced and worked with the branch team to meet customer needs and grow the business.Engaged in all areas of basic banking sales from transactional needs, unsecured lending, Insurance and Investment.Identified and referred customers to business partners for lending needs or financial planning needs.Key Achievements:• Promoted from position as Teller to Customer Service Specialist within three months• Achieved highest regional achiever status• Earned the right to be promoted to Home Finance Manager • Engaged deeply with clients and the community.