David Russell

Experience

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  Bank of New Zealand

  Dec 2001 - Mar 2004

  Personal Banker

  Selling BNZ homeloan's and personal loans, investment & insurance products and management of accounts through a range of market channels.Responsible for processing home loan applications for both new and existing customersEnsuring that all new or increased lending referrals are promptly responded to within agreed SLAs and rate and fee objections from existing customers are negotiated within delegated authoritiesRoutine (e.g. fixed rate rollover) and campaign outbound calling to existing home loan customers .Ensure customers at risk are identified and new sales opportunities are identifiedUse of portfolio and external referrals to generate businessAchievements80th out of 500 ranking for 2003 overall, 7th for managed funds investments overall 2003 yr, 1st for Manawatu area 2003/2004 yr Show less

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  Ulster Bank

  Sept 2004 - Jun 2005

  Commercial Securities Clerk

  Progress security requisitions within published service standardsMaking recommendations for referral to line managementLiase directly with external solicitors and other professional bodies on relevant documentation requests/ procedures/ requirementsManage own workload on a daily basis to comply with Service Level Agreement requirements.Provide documentation awareness training to lenders/other bank staffReason for leaving 1 year Working Visa expired, Relocated to London Show less

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  John Charcol

  Sept 2005 - Dec 2005

  Mortgage Administration

  Customer service to internal (4 brokers) and external clientsLiase with sales team to ensure all cases are being processed efficiently and within the agreed guidelines, and that all relevant documentation is in place.Being pro-active in chasing mortgage lenders and solicitors.Complete and organise client files, applications and documentation for signingEnsure adherence to FSA regulations and ad-hoc tasks as required.Reason for leavingReturned to New Zealand

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  Cole Murray Group Ltd

  Dec 2005 - Jul 2010

  Mortgage & Insurance Advisor

  New business development of clients seeking mortgage and insurance productsAccount and relationship managementCommission Only roleCustomer enquiries and problem solvingFinancial adviceSolution salesSales and administration of Lending included residential, commercial and ruralSales and administration of Personal & Business Risk InsuranceSales of Kiwisaver Operating within an effective referral network with other finance specialists

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  Mediaworks - Radio

  Jul 2010 - Jun 2011

  Account Manager

  Hawkes Bay Relationship management of customers currently advertising on the 8 Mediawoks radio stationsBusiness to Business sales - helping with the creating of ad and promotion ideasProactively seeking new customersCommission only role, working autonomously and as part of a team to meet individual and team budgets

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  Jeff Gray

  Jun 2011 - Nov 2011

  Sales Consultant

  Sales of new and used BMW, Mini, Chrysler, Dodge & Jeep vehicles

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  Camelot Group Ltd

  Nov 2011 - Apr 2015

  Authorised Financial Advisor

  Think about the name Camelot - it invokes a promise for the future, and that's what I work hard to help you do - protect your future by provding sound, professional, financial advice.How do i do that?It starts with setting goals.I help you understand and balance your current requirements against your future needs in order to develop a plan to help you move thru life securley to grow and consolidate wealth for your futureWho can benefit?Its never to earlyor late to plan for your future! Whether starting out in the work force, someone starting a family, looking to consolidate debt or currently in retirement.If you know someone who wants to buildwealth and protect their future, call David Russell, Authorised Financial Adviser - and possibly - your white knightCamelot is a nationwide partnership including 30 financial planners and advisors with combined experience of over 200 years who are committed to delivering professional service, business growth and best practice within the financial planning industry. Combining youth with experience Camelot has advisers who have both been in the industry since the eighties and recent new entrants who came by way of the Graduate Diploma in Business endorsed in Personal Financial Planning. With funds under management in excess of $500 million dollars and insurance protection covering more than 20,000 clients, Camelot is on the way to becoming the largest financial advisory group in the industry. Show less

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  Heartland Bank LTD

  Apr 2015 - Jan 2019

  Assisting Seniors to have access to the value in their largest financial asset with out having to sell it. Funds used to assit in paying increasing living costs, trip of a life time, medical expences, home renovations. Home Equity Realease enables the clients to stay in the home that they love.Key Account Manager for new and existing deposit customersPartnering with key influencers to achieve successful outcomes.Presentations to Clubs, Sporting Organistations, Financial Advisers, Solicitors and Accountants Show less

  • Rural Manager - East Coast

    Feb 2018 - Jan 2019

  • Business Development Manager - Retail

    Apr 2015 - Feb 2018
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  Westpac

  Mar 2019 - now

  Personal Manager