Michael Candy
30 Francis Street
Smithville NSW 2031
T: (02) 8888 8888
M: 0400 000 000
E: mc@webland.com.au
Skills, experience and personal attributes
My expertise is focussed on team management and product diversification in the banking industry. I have held managerial positions in major banks such as Westrack and Money Bank, have effectively supervised large teams and have developed long-term contacts and relationships with potential and existing clients. As a member of the Sydney Carbon Reduction Society, I am also very interested in improving corporate social responsibilities.
Education
2001 Graduate Diploma of Applied Finance, Finance School
1993 Bachelor of Commerce, University of Perkins
1990 Higher School Certificate, Meryland College
Employment history
Sep 2003 – present
Senior Relationship Manager, Westrack Banking Corporation
Responsibilities
- Present and differentiate the bank’s service and product capabilities to the CEO and senior executive teams
- Develop and manage collaborative relationships within product teams to facilitate and improve their access to the client base
- Create high value-added deals with business lines
- Organise and deliver client marketing programs for product specialists and support their transaction origination efforts
Achievements
- Increased profit margins by 15 per cent last year
- Delivered and coordinated cross-selling activities of relevant businesses and increased the revenue generated portfolios by 8 per cent
- Participated in the Australasia Group strategic planning, client management strategy and prepared an annual budget that was approved by the head office
1999 – 2003
Relationship Manager, Money Bank
Responsibilities
- Obtain understanding of bank products relevant to client base
- Prepare marketing program for customer portfolios
- Prepare credit submissions for corporate clients (both loans and treasury products – include financial, industry and borrower analysis)
- Liase with local management on credit issues in relation to new customers
- Review and ensure that all legal documentation corresponds with credit approvals
Achievements
- Increased revenue, maximised return on risk assets and ROE whilst maintaining credit quality of the portfolios
- Supported the director and global relationship manager with marketing and origination initiatives of products i.e. debt, treasury, project and export finance, debt finance and advisory
1996 – 1999
Relationship Officer, Onslow Bank
Responsibilities
- Assist the relationship manager and director with client planning for a number of major clients
- Foster a culture of communication among staff in various client support divisions to maintain the focus on commitment and excellence
Achievements
- Maximised value creation and profit generation of the portfolio team
- Built quality relationships with support areas that actively contributed to delivering superior service to our clients
1994 – 1996
Graduate Leadership Program, HKBK
Responsibilities
- Develop knowledge of daily branch operations
- Gain experience via rotations through frontline positions
- Assist the executive manager and team in each rotation
- Complete financial plans for customers in complex legal environment
- Comply with legal and dealership business rules to produce clients’ investment and risk profiles on time
Achievements
- Gained an understanding of sales management tools
- Successfully completed reports using business tools to assist in day-to-day sales management
Professional/Personal Affiliations
Australian Bankers’ Association
Financial Services Institute of Australasia
Sydney Carbon Reduction Society
Rotary Club of Sydney
Referees
Alison Meyer
Head of Financial Services
Money Bank
T: (02) 44887766
M: 0456 1234 1234
E: alison.meyer@combank.com.au
Gary Brown
General Manager
HKBK
T: (02) 5566 7788
M: 0452 4321 5678
E: gary.brown@hsbc.com.au
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