My team have worked for both domestic and global financial institutions and carry a wealth of experience and knowledge. Frankly put, they know how to get the job done whilst providing an exceptional client experience.A client centric approach is what drives us in our everyday dealings. We understand that our clients have specific needs that can not be easily satisfied by most providers, as a result, we have forged relationships with over 38 financial institutions to bring to our clients a full suite of opportunities and solutions.Unlike a number of large financial service franchises in the market, we have a stringent broker recruitment process which we strictly adhere to. Our brokers are property investors and have been clients themselves and they know the journey a client must take. As a result, by sharing their first hand experience, they guide their clients accordingly.My goal is for my team to move at the client's pace and not the pace driven by KPIs and volume targets which is typical of larger institutions. We will not be dictated by targets. This company was formed to disrupt the conventional banking and service model and through below market rates coupled with unmatched service we have been able to make our presence felt in the market.

I have recently been elected as one of 9 councillors on the Finance Brokers Association of Australia NSW State Council.

During the Citi Priority project, I was successfully selected to lead this new sales channel.Core responsibilities:- The oversight of the daily sales, training and operational requirements ensuring full compliance with policy and procedure of all staff within my control- Coaching to provide an industry leading phone based customer service experience though sales campaigns based on customer needs- Sales pipeline management and accurate weekly sales revenue forecasting- Working closely with key internal stakeholders to create and deliver sales and marketing strategy- Managed recruitment and strategic tactical remuneration of the staff within my segment to motivate and reward during campaign periods- Maintaining the Citi Priority segment as ‘audit ready’ through adhering to internal and external controlsAchievements:- Grew the knowledge base of the team to handle every product inquiry and all general advice sales, including but not limited to mortgages, complex structured investment products and life insurance.- Within the first 6 months in role, lead the team to successfully increase Citibank Australia's Citigold new to bank acquisition numbers by over 150%.

Due to my previous project experience as a company director, high personal NPS and customer-centric approach in my previous role, I was accepted to commence a dual role as a project manager for the new Citi Priority sales channel.Core responsibilities:- Utilised agile PM techniques to coordinate and collaborate with stakeholders to digititise client onboarding and the improvement of customer satisfaction through a fresh customer centric approach- Coordinated project scrums and sprint reviews- Utilised UX & UI design to generate a user centric onboarding interface for Citi Priority clients.- Managed the change management and internal/external communication process- Liaised and strategised with portfolio and marketing specialists to prepare the channel for new growth and acquisitionAchievements:- Winner of the prestigious Citibank Star Award for the most successful project in 2015- Ability to create a completely new digital, 100% compliant, efficient sales channel and client segment proposition with unique marketing propositions. Keeping it under budget and within time limits.

I was approached by Citibank to join as a lending specialist with a clear promise for a path into a leadership position.Core responsibilities:- Established a strong referral network from customers, accountants, and other professionals- Booked appointments and presented strategic mortgage solutions to clients- Understands the intricate process of mortgage pricing and retention- Effectively referred all cross sell opportunities, including financial planning and insurance- Assigned tasks to associates, tracked sales and updated managers, stakeholders and clients as necessary.- Worked closely with the head of direct mortgages to grow the mortgage presence within the Citi at Work program (Citibank's partnerships with multinational companies).- Loan packaging and credit expert and adviser to the head of direct mortgages.- Training staff with regards to perfect loan packaging and credit scenarios.- Worked closely with the head of credit and the head of risk, established relationships with credit and risk officers in order to push difficult deals through to approval.- Maintained a close relationships with our partners at RpData (Core Logic) and Valex.- Responsible for keeping all mortgage deals "audit ready".Achievements:- Ranked #1 Mortgage Specialist in 2014- Increased the Citibank mortgage referrals by over 200% by utilizing the Citi at Work sales channel- Pioneered the Chartered Professional Australia referral program

I work alongside management to provide coaching, training, analysis of weekly results, reporting of these results and targeting key improvement areas to increase and drive revenue and sales effectiveness.I also mentor and hold teleconferences with business bankers to provide training around sales techniques and methods around how to deliver a complete banking solution to business clients.In addition to this I lead by example by connecting with customers to deliver them a total mortgage solution. Customers don't always come to me- so I use my people skills, local reputation and fresh approach to build lasting relationships with customers, business partners and the community. I pro-actively establish referral and sales networks by leveraging off Westpac's award winning brand. My strong lending knowledge and sales background helps me to completely meet my customers' needs.

* Direct point of contact for all small to medium enterprises on the Northern Beaches.* Tailoring lucrative banking solutions for SME customers.* Role involves maintenance of business accounts, merchant facilities, loan top-ups, home loan broker agreements, Westpac Quicksuper, self managed superannuation funds, Interest bearing deposits, consumer/business credit cards, personal/business online/telephone banking and other retail banking needs.* Working hand in hand with business partners and bank managers to develop tailored solutions for SME customers and ensuring continuous revenue growth.* Constantly aiming to achieve beyond target stretch by building strong rapport and providing superior customer service tailored to the customer's needs as opposed to forcing an unwanted sale.

Drawing upon my sales and service experience to recommend products to highly valued customers.Engaging with customers and utilising my product knowledge across: transaction accounts, deposit products, unsecured lending, insurance, wealth and home loan products to assist my customers to achieve all of their financial goals.Building strong relationships with existing customers following a disciplined approach to proactively calling themIdentifying customer needs and refer more complex matters to specific product specialists to ensure that our customers always receive a superior service.Coaching others, sharing my ideas and providing feedback.I reported to the Bank Manager, and I balance my time by being available for customers visiting the branch, as well as structuring part of the day to proactively contact customers and do pre-booked customer appointments. Approximately 60% of my appointments are walk-ins and 40% are pre-booked.