Amy Richardson
Summary
I am a creative and results-oriented Customer Relationship Manager with 18 years experience within the financial and sales industry. I am highly organised, and an effective communicator who builds and establishes long term relationships. I thrive off building positive partnerships with clients and developing tailored solutions to meet their needs, and have a proven track record of driving customer retention, developing new business and increasing sales. I am adept at identifying business opportunities, improving operational efficiency, and fostering strong relationships with key stakeholders to achieve exceptional results.
Overview
26
26
years of professional experience
Work History
Sales
Grow My Greens
08.2023 - Current
- Use of a CRM system to manage the sales process
- Relationship management
- Inventory management
- Sales (business-to-business)
- Within this role, I have secured Bidfresh to wholesale our product
- Effectively doubling business size / Revenue.
Personal Assistant
Raincloud Essential Bulk Liquids
03.2022 - 07.2023
- Schedule meetings and manage calendars
- Answer phone calls and emails and take messages
- Take accurate and comprehensive notes at meetings
- Help with daily time management
- Run errands as requested
- Plan travel, including flights, accommodation and ground transportation
- Draft correspondence such as emails and letters
- Administrative Support: Prepare quotes, maintain records, and handle correspondence
- Workflow Management: Update Workflow software to ensure smooth project coordination
- Client Liaison: Direct inquiries to the relevant team members and ensure prompt responses
- Handle requests and queries appropriately.
Sales Advisor
Ryman Healthcare
07.2019 - 11.2021
- Developed and implemented an ongoing personal marketing programme that ensured that potential customers were introduced to the village and contact was kept with those on the contacts database
- Monitored the effectiveness of advertising campaigns and reported on these as required by the marketing department
- Completed marketing reports weekly and forwarded these to the Marketing Manager
- Promoted an ongoing relationship with the existing residents of the village, their families and visitors to maximise the potential sales network
- Involvement in Ryman sales meetings and programmes
- Promoted the goodwill of the village and Ryman Healthcare Limited
- Ensured that a current contacts list for serviced and independent units was maintained on the database and updated weekly
- Liaised with Head Office, solicitors acting for the village, the residents, and executors regarding the surrender of units
- Completed the weekly analysis forms pertaining to enquiry level, contact with potential residents, local groups and forward this to the Group Sales Manager
- Participated in training programmes
- Liaised with the Village Manager and activities staff and was actively involved in functions for residents of serviced and independent units and potential customers
- Ensured that the Village Manager was advised in advance of the possession date and handover personal details of the new resident
- Ensured that adequate supplies of marketing packages pertaining to the units were kept in stock – and were current
- Ensured that units were ready for the possession of a new resident
- Attended Residents’ and Relatives’ meetings
- Followed-up contracts not settled on a monthly basis
- Ensured that vacant units are completely refurbished within two weeks of being vacated
- Grow revenue and exceed sales targets on a quarterly basis to drive brand growth
- Followed up on leads and promote strategic business partnerships, with exceptional solution-based advice.
Customer Banking Consultant
Westpac
07.2011 - 11.2021
- Effectively manage referrals & ensure timely turn-around of customer requests / enquiries
- Grow the business through new client acquisition and contribute to regional performance objectives through meeting customer needs with Westpac solutions
- Support and/or suggest opportunities to improve processes for greater customer experience
- Work with other segments within the bank to identify opportunities for growth, maximise share of wallet and meet customer needs
- Ensure disclosure and compliance requirements for sales, credit and customer complaints are met
- Built strong relationships, often resulting into referral business
- Understanding of bank policies, procedures and systems
- Home Lending experience 18+ years
- Assessing economic value and risk potential of new business
- Developed and maintained a thorough knowledge of customer's business and the industry in which they operate in.
Assistant Branch Manager
Westpac
12.2010 - 07.2011
- Leading and motivating a team to meet and exceed sales goals
- Developing and executing area sales plans and initiatives
- Managing inventory and maintaining store appearance
- Providing excellent customer service
- Ensuring compliance with all company policies and procedures
- Analysing sales data and trends to identify areas of improvement
- Coaching, Training and developing staff
- Lead and inspired a team of bankers, supporting their professional development and performance
- Developed and implemented innovative strategies to improve efficiency and productivity
- Consistently achieved monthly and quarterly sales goals
- Created and maintained positive customer relationships
- Developing, coordinating, and enforcing systems, policies, procedures, and productivity standards
- Contributing to continuous improvement of our services and processes
- Growing relationships with local professionals and referral networks.
Customer Banking Consultant
Westpac
01.2010 - 11.2010
- Appropriately file and manage client communication, documentation and applications
- Maintain organised and compliant up-to-date records
- Manage and respond to emails within our shared inboxes
- Prepare materials for office-based meetings
- Strong customer and relationship management
- Problem solving, time management, critical thinking and negotiation skills
- Developing and maintaining strong relationships with clients and responding to client queries
- Helping solve problems for customers by matching products and solutions to needs
- Getting results that help our customers achieve their financial and lifestyle goals
- Determine client income, loan serviceability, prepare credit submissions and actively manage the deal through the credit approval process
- Monitoring ongoing needs of existing client base and work with the Relationship Executive to review and where necessary, update the clients banking solutions
- This includes reviewing fixed rate expiries, interest only term maturities and managing ad hoc requests from client to vary their existing loans
- Client portfolio management.
Manager/International Buyer
Capital Imports and Wholesalers Ltd
11.2007 - 12.2009
- Oversee and manage stock flow
- Create and utilise reports and inventory management systems to identify issues before they occur and design creative and preventative practices and solutions
- Work on the long-term strategy and direction for the buying to ensure we stay on trend
- Partner, negotiate and communicate with suppliers to get the best deals for our customers
- Oversee the commercial aspects of product selection, pricing, promotion, and placement to drive sales and enhance customer experience
- Conduct market research and analysis to identify trends, new products, market conditions, and potential risks and opportunities to make informed purchasing decisions
- Analysing and forecasting buying requirements
- Sales reporting.
Recruitment Consultant
Right4Staff
04.2007 - 10.2007
- Business to Business sales
- Candidate attraction, retention, and pastoral care through CV screening, site visits, and communication
- Conducted in-depth interviews, vetted all applications, and presented job offers
- Obtaining, managing and growing relationships with clients, understanding their hiring needs, and delivering top-tier candidates to match their business requirements
- Managed existing client & candidate relationships
- Managed the end-to-end recruitment process for clients – this included writing job ads, screening candidates and placing people into jobs
- Performing site visits
- Payroll, administration support
- Client Engagement: Cultivated and maintained strong relationships with clients to understand their hiring needs and provide solutions
- Database Management: Maintained accurate and up-to-date candidate and client records in the recruitment database.
Personal Banker / Relationship Manager
Bank Of New Zealand
01.1999 - 01.2006
- Managing high value clients who typically have complex financial needs, providing quality advice and delivering good customer outcomes
- Understanding of financial markets
- Develop and implement strategies to increase profitability
- Developing and maintaining strong relationships with clients and responding to client queries
- Helping solve problems for customers by matching products and solutions to needs.
Skills
- Natural ability to build rapport
- Driven, dynamic and a self-starter who is highly motivated to achieve targets
- Sales and Negotiation Skills
- Customer Needs Assessment
- Account Management
- Customer Retention Strategies
- Cross-Selling and Upselling
- Complaint Resolution
- Drive, motivation, resilience, and a strong passion for sales
- Data Analysis and Reporting
- Communication and Interpersonal Skills
- Conflict Resolution
- Time Management
- Flexible and adaptable
- Exceptional interpersonal communication
- Networking abilities
- Co-operative, supportive, reliable, and committed team member
- Empathetic
- Negotiation – experienced negotiator who is adaptable to various levels and selling situations
- Team leadership and training
- Customer service excellence
- Time management and efficiency
- Ability to increase customer loyalty
- Customer Relationship Management
- Customer Retention
Industrysummary
- Banking
- Finance
- Insurance
- Retail
- Wholesale Buyer
- Warehousing /Logistics
- Retirement Village Sales
Hobbies and Interests
- Networking
- The arts
- School community events
- Food and wine
- Festivals
- Travel
- Markets
- Learning new skills
Timeline
Sales
Grow My Greens
08.2023 - Current
Personal Assistant
Raincloud Essential Bulk Liquids
03.2022 - 07.2023
Sales Advisor
Ryman Healthcare
07.2019 - 11.2021
Customer Banking Consultant
Westpac
07.2011 - 11.2021
Assistant Branch Manager
Westpac
12.2010 - 07.2011
Customer Banking Consultant
Westpac
01.2010 - 11.2010
Manager/International Buyer
Capital Imports and Wholesalers Ltd
11.2007 - 12.2009
Recruitment Consultant
Right4Staff
04.2007 - 10.2007
Personal Banker / Relationship Manager
Bank Of New Zealand
01.1999 - 01.2006
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