Marcus Welsh

Case Analyst at Financial Ombudsman Service Australia

Greater Melbourne Area

About

My broad financial service experience has developed across different departments in a range of roles and companies. During this time I have developed a strong understanding of holistic business objectives and applying my skills and knowledge to achieve these goals. As a Business Development Manager for Bank of Melbourne I have the best of both worlds: the opportunity to provide professional corporate relationship management to clients while working with them to help achieve their financial outcomes. Every day is exciting and different whilst I am surrounded by a great team and some of the best professionals in the industry. Outside of work I enjoy all things cycling related, from riding to work each day, to planning my next long weekend ride.

Experience

  • Case Analyst at Financial Ombudsman Service Australia
    Sep 2017 - Present · 8 yrs 10 mos

  • Small Business Manager at ANZ
    Feb 2017 - Sep 2017 · 8 mos

  • Bank of Melbourne (Greater Melbourne Area)
    • Business Development Manager
      Dec 2015 - Feb 2017 · 1 yr 3 mos

      As Business Development Manager I have the pleasure of working with a range of customers to identify their banking requirements and help advise them on a range of tailored solutions. I thrive on providing practical solutions to customers through providing knowledgeable and trusted advice, along with the opportunity to build great relationships that sees me bring in repeat business. Other duties I engage with include: - Manage a portfolio of high value SME customers, sourced from referrals, repeat business, and other prospecting activities. - Cross-sell opportunities with customers to ensure their banking experience is meeting all of their needs - Relationship management - Networking - Identifying opportunities for improvement with Business Connect's offerings

    • Transaction Banking Specialist – Business Connect
      Jan 2015 - Dec 2015 · 1 yr

      - Work closely with LBM/RM’s to support their customer to develop effective cash flow solutions and adding value through the implementation of transactional banking products and services - Meet with new to bank and existing customers through the video conference network to set up a range of payment solutions including merchant, e-commerce and recurring billing

    • Knowledge Expert – Banking Essentials
      Jul 2014 - Jan 2015 · 7 mos

      - Actively set a development and learning schedule for newly recruited bankers in a mentor role. - Provide weekly reports to senior management on a wide range of topics including nominal revenue generated and employee development. - Ensure that my team of bankers are compliant and following the banks procedures and protocols. - Encourage bankers to actively deepen the conversations they have with our customers by ensuring they are following the guidelines set out in the banks customer promise.

  • Client Account Representative at Australian Taxation Office
    Aug 2009 - Dec 2011 · 2 yrs 5 mos