Robyn Rota

Experience

• 

  Westpac

  Dec 1986 - now

  Working in the Consumer & Business Bank as a Business Banking Manager, managing a portfolio of SME customers in a range of industries across the North Shore and Northern Beaches area. Commercial business lending New business developmentRevenue growthCustomer retention To improve the enterprise processes for the capture, storage and access to customer information that ensures we are able to deliver better customer and employee experiences. Ensure that all recommended solutions are aligned to the targeted business outcomes Collaborate with other business partners, technology groups and customer groups to analyse, prioritise, validate, document and communicate business requirements Develop, retain, grow new & existing client partnerships & understanding client’s needsAssist clients with accumulating, managing & protecting wealth Implementation of client strategies in conjunction with specialists Identifying opportunities, products & services to meet client needsDrive financial performance of portfolio Strong interpersonal skills Strong communication skills Various customer facing and support roles

  • Business Banking Manager

    Jan 2020 - now

  • Relationship Manager

    Jul 2017 - Jan 2020

  • Business Consultant

    Jun 2008 - Jul 2017

  • Private Banker

    Sept 2000 - Jun 2008

  • Various Roles in Westpac

    Dec 1986 - Sept 2000