1. Robert F. Taylor
#0439741497
Bobt2212@yahoo.com.au
Summary Statement
I am a passionate, dedicated, customer experience and banking professional with a can-do attitude. I
have extensive experience in Customer Service, Credit Control, New Business, Human Resources,
Debt Recovery and both Sales Support and Branch Management.
I have gained this experience with varied roles at both the Commonwealth Bank and Westpac. I am
looking for a role in Banking and Finance where I can utilise my years of experience and skills acquired.
Skills & Strengths
• Embraces change
• Strong analytical skills
• Computer literacy
• High personal standard of accountability & initiative.
• Stakeholder Management
• Workload management
• Team Player
• Coaching
• The ability to relate to customers from all backgrounds
Career Highlights
• Promoted to manage the merchant / marketing area of the Commonwealth Bank (State Bank)
and was responsible for acquiring or maintaining many large companies for their merchant
facilities.
• After the Commonwealths acquiring of the State Bank there was much uncertainty as to who
would retain their positions due to duplication of administrative jobs. The CBA wanted to prove
that a long-term administrative person was able to go to the branch network with no associated
training and after discussion with Human Resources I was chosen. With no training I was
placed as Assistant Manager at the Northcote branch for one month. The trial proved
successful and I was placed as Assistant Manager at Coburg Branch. The Regional Manager
at the time Peter Stapleton has acknowledged this transition as an accomplishment to be
proud of.
• Successful in obtaining the Manager Sales Support role at the Commonwealth Bank Diamond
Valley Area Office which involved overseeing the performance of 13 Branches. I also controlled
6 area staff and 12 relieving officers.
• Selected to be one of 20 fair treatment officers of the Commonwealth Bank throughout Victoria
dealing with instances of intimidation, harassment etc.
• Awarded "Teller of the year" twice with Westpac (certificates available).
• In September 2010 achieved an ‘Alfred Davidson’ award which 130 staff throughout Australia
are selected for.
• As of current, I have not had a teller’s difference since November 2011.
Professional Experience
Westpac 02/2003 -01/2015
Teller/Customer Service Consultant
Responsibilities:
• Achieve set sales targets
• Identify customer needs and refer customers to appropriate banking services and specialists
• Accept money or cheques deposited by customers, verify records and receipts, and credit
customers' accounts.
• Pay money to customers according to advice slips, cheques or negotiable documents, and
debit customers' accounts.
• Conduct foreign currency transactions for overseas travellers
• Provide change and cash cheques
• Balance cash and advise supervisors of cash position or discrepancies
• Answer customer enquiries

2. • Open and close accounts for customers.
The Commonwealth Bank 1998 – 09/2002
Manager Sales Support at the Diamond Valley Area Office
Responsibilities
• Ensure all Managers achieved sales targets.
• Organised any required training.
• Organise operational plan to each branch and assist with plans for their success.
• Also responsible for all human resources responsibilities and dealing with all complaints.
• Oversaw workflow of all business processing including preparation of reports, charts, and other
statistics to support and direct the sales department.
• Assists with budget management to ensure expenses meet target goals.
• Handle and resolve more complex customer requests or complaints
The Commonwealth Bank 1990 - 1998
Varied branch management roles including;
- Assistant Branch Manager for Northcote and Coburg
- Branch Manager for 367 Collins St and Brunswick
Responsibilities
• Responsible for the day to day running of the branch
• Monitoring all compliance requirements, budgets and auditing.
• Responsible for developing and maintaining a high performance culture encouraging cross sell
and revenue growth across the team.
• Assist the Relationship Manager's in developing referral sources and winning new to bank
business.
• Maximising branch sales and profitability
• Supervising branch operations
• Increasing sales activities across multiple product ranges
• Maintaining stock control and merchandising
• Developing relationships with existing and prospective customers.
The Commonwealth Bank 1980 - 1990
Merchant & Marketing Manager
Responsibilities
• Responsible for acquiring and retaining all large companies and ensuring their satisfaction with
service
The Commonwealth Bank 1970- 1980
Varied positions across the bank including;
- Teller/Customer Service Officer
- Accounting, Credit Control consultant
- New Business Consultant
- Debt Recovery Officer
Interests & Hobbies
• Cricket umpiring both locally and in Thailand on occasion.
• Sport enthusiast.
• Play guitar and write music.
• Reading.
• Spending time with my family and playing lego with my grandson.