• Proven ability to manage staff in a financial setting
• Very well developed communication skills in both individual and group settings.
• Strong organizational skills and excellent time management.
  Extremely "customer service" focused.
• Able to work cooperatively in a team environment to produce best practice for the organisation.
• Proven ability to develop new business relationships and increase market share of an organisation.
• Ability to cross-sale and up-sale products to existing and potential clients.

• Overall responsibility for arranging residential and commercial finance with a portfolio of up to $5 million per month.
• Directly responsible for managing a database of 20 clients per month. •  Communicate with 7 sales consultants to ascertain potential clients for the business.
• Proven ability in working in a collaborative environment to problem solve and guide staff towards most beneficial solution
• Focus on a positive and helpful client service approach forwarding support information and extending current sales.
• Possess detailed knowledge of personal risk, investment through managed funds, direct equities, retirement planning, superannuation and estate planning.
• Provide positive and realistic advice to clients ensuring overall satisfaction with the company.
• Provision of training to staff including sales techniques, communication and grooming.
  

• Responsible for the management of over $3.6 million dollars in lending on a monthly basis.
• Proven ability in working in a collaborative environment to problem solve and guide staff towards most beneficial solution.
• Implement successful sales campaigns providing information to potential clients and Maintaining and fostering relationships with existing clients.
• Focus on a positive and helpful client service approach forwarding support information and extending current sales.
• Utilise specific sales and technical strategies to improve and cross-sell products.
• Maintain database of existing, potential and previous clients to assist in developing strategies for promoting an upgrade of products, sale of new products or an improvement in financial positions.
• Provide positive and realistic advice to clients ensuring overall satisfaction with the organisation.
• Directly responsible for ensuring the completion of documentation for settlement including extensive liaison with solicitors and other banks.

• Working within a call centre responsible for selling 30 insurance packages per month.
• Communicate and interact with numerous callers in a professional manner enhancing the client satisfaction of the service provided.
• Adaptable and hardworking performing multiple tasks within required time frames ensuring professionalism and commitment to the task.
• Work autonomously or in a team environment ensuring completion of all tasks to a high standard.
• Obtain client details enabling the provision of a thorough service in follow up inquiries.
• Responsible for on-selling and cross selling to existing customers. Enter data in a fast and accurate manner enabling higher productivity and efficiency.

• Overall responsibility or the management of 3 staff providing a strategic direction or, general business matters.

• Develop implement and manage Budgets within workgroups.

• Responsible for the setting up of administration and clerical procedures for workgroups.

• Proficient in the recruitment, selection and management of personnel and all associated human resource requirements.

• Preparation interpretation and implementation of policies and procedures in relation to administration and clerical services.

• Responsible for providing an analytical focus to the Branch including