Summary
Overview
Work History
Skills
References
Timeline
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KYLIE MCMAHON

Hamilton,New Zealand

Summary

Dedicated long time banking professional with a history of building meaningful client relationships. Skilled in working under pressure and adapting to new situations and challenges with a positive attitude.

Overview

17
17
years of professional experience

Work History

Business Manager

ASB Bank
01.2022 - Current
  • Business client acquisition through building networks and relationships
  • Working with clients to understand goals and provide financial solutions
  • Hand selected for New loan processing system pilot
  • Provide ongoing training and support of new and existing employees
  • Research industry trends to understand and enhance client experience
  • High Level lending knowledge with complex business and commercial loan applications and structures

Business Relationship Manager

ASB Business Banking
02.2019 - 01.2022
  • Building on customer relationships, New and existing
  • Understanding Customer Goals and making appropriate recommendations through Financial Health Checks
  • Understanding of Complex Lending including Construction Lending (All types), Business Lending and Commercial Lending; Coaching of local staff with understanding financial accounts and different income streams
  • Problem solving
  • Proactive Outbound calls through Leads.

Customer Banking Specialist

Warner Branch, Brisbane North Area
07.2018 - 01.2019
  • Customer Service
  • Day to Day value add to Customers Financial Wellbeing including Goal focused Financial Health Checks and Product and Service recommendations
  • Creating and Maintaining Customer Relationships; Management Support with Reporting, Organizing & Facilitating branch meetings, Training & Coaching Peer sessions; Displaying current values
  • Continuation on Management Development

Nanny/Childcare Worker

Working Holiday Canada
08.2016 - 10.2017

Temporary Administrator

Asset Recruitment: New Zealand Transport Agency
01.2016 - 06.2016
  • Accounts Payable
  • Arranging Flights/Accommodation and Transport for Senior Staff
  • Booking Catering and Meetings onsite/offsite for Staff
  • Use of Microsoft Excel, PowerPoint and Word
  • Reception relief
  • Answering Phones
  • Filing

Retail Banking Specialist/2IC

Commonwealth Bank, Brisbane City Area, Australia
01.2013 - 01.2016
  • Frontline Customer service
  • Daily Planning
  • Management Support
  • Relief Managing
  • Facilitating Branch Training and Staff Coaching sessions
  • Facilitating staff meetings
  • Education of new technology
  • Cash Handling
  • Personal and Home Lending; Account /Opening
  • Insurance Sales
  • 2015 Pioneer Future Branch Manager/ Development Programme Graduate; 2015 Culture Champion Participant.

Branch Banking Consultant

ASB - Chartwell, Hamilton, New Zealand
01.2007 - 01.2013
  • Customer Service
  • Home and Residential Lending
  • Business Overdrafts and Small Business Lending
  • Opening New Accounts
  • Generating referrals and further business

Skills

  • Customer Service
  • Extensive lending knowledge
  • Client Relationship Management
  • Customer Retention
  • Business Acquisition & Development
  • Staff Coaching and Training
  • Problem Solving
  • Regulatory Compliance
  • Decision-Making

References

References available upon request

Timeline

Business Manager

ASB Bank
01.2022 - Current

Business Relationship Manager

ASB Business Banking
02.2019 - 01.2022

Customer Banking Specialist

Warner Branch, Brisbane North Area
07.2018 - 01.2019

Nanny/Childcare Worker

Working Holiday Canada
08.2016 - 10.2017

Temporary Administrator

Asset Recruitment: New Zealand Transport Agency
01.2016 - 06.2016

Retail Banking Specialist/2IC

Commonwealth Bank, Brisbane City Area, Australia
01.2013 - 01.2016

Branch Banking Consultant

ASB - Chartwell, Hamilton, New Zealand
01.2007 - 01.2013

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