Regan Robinson

• Addresses client concerns promptly and professionally, significantly enhancing overall service quality and satisfaction while managing relationships to ensure customer loyalty.

• Coordinates and collaborates across various departments, including sales, marketing, and support, to ensure seamless and cohesive service delivery processes.
• Develops, implements, and optimizes efficient processes to consistently improve service delivery standards, streamline operations, and enhance customer satisfaction and retention rates.
• Collaborates with external stakeholders to gather valuable feedback for continuous process improvement and innovation, supporting business growth and customer retention efforts.
• Manages and nurtures relationships with existing customers, developing strong, lasting connections, and negotiating contracts to secure mutually beneficial agreements.
• Resolves customer complaints and support issues promptly, maintaining high levels of customer satisfaction, and identifying new sales opportunities to drive business growth.
• Serves as Nui's main point of contact for customers, ensuring clear and effective communication, and works closely with teams to achieve overall sales and customer satisfaction goals.
• Exhibits excellent communication and interpersonal skills to build and maintain positive relationships with clients and stakeholders, fostering trust and long-term engagement.

𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬 𝐚𝐧𝐝 𝐑𝐞𝐬𝐮𝐥𝐭𝐬:

• Improved service delivery efficiency, leading to enhanced customer satisfaction and retention rates.
• Identified and implemented process improvements that streamlined operations.
• Facilitated productive client reviews, resulting in enhanced service performance and client satisfaction.
• Successfully supported business growth and customer retention efforts through effective collaboration.

• Identified and pursued new business opportunities through personal networks and referrals from

• Stakeholders such as NAB Relationship Managers, Specialist Partners, and Digital Leads.
• Promoted client franchise growth through innovative marketing strategies, delivering new products to
• Educated key stakeholders on Foreign Exchange capabilities, enhancing awareness and utilization across the organization.
• Assisted customers and bankers in executing FX transactions efficiently through NAB payment platforms.
• Developed deep understanding of clients' business models and FX risks, strengthening existing FX relationships.
• Leveraged in-depth product knowledge to provide value-driven sales and service, ensuring timely and competitive pricing.

𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬 𝐚𝐧𝐝 𝐑𝐞𝐬𝐮𝐥𝐭𝐬:

• Successfully expanded business network, resulting in a 14% increase in new business opportunities and referrals.
• Spearheaded innovative marketing campaigns that contributed to a 17% growth in client franchise.
• Educated and trained countless number of stakeholders, improving organizational awareness and utilization of Foreign Exchange capabilities.
• Facilitated smooth execution of FX transactions, achieving a 6% improvement in transaction efficiency.
• Developed comprehensive FX risk management strategies for numerous customers, reducing risk exposure

• Led achievement of financial and operational targets for FX and options products, leveraging strategic pricing to optimize ROE.
• Conducted market analysis and developed tailored plans, driving substantial revenue across key customer segments.
• Maintained up-to-date knowledge of global trends, market conditions, and competitor activities inform strategic decisions.
• Cultivated and strengthened relationships with clients, and internal teams, fostering collaboration and operational efficiency.
• Collaborated seamlessly across business units to deliver significant shareholder value and organizational synergy.
• Proactively engaged with clients through regular interactions, ensuring high satisfaction levels and retention.

𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬 𝐚𝐧𝐝 𝐑𝐞𝐬𝐮𝐥𝐭𝐬:
• Successfully achieved consistent 12% annual growth in FX and options portfolios through innovative strategies and client-focused initiatives.
• Implemented pricing models that enhanced client profitability while ensuring competitive market positioning.
• Mentored and coached junior staff, resulting in enhanced team performance and career progression within organization.
• Maintained compliance with industry regulations and standards, adapting swiftly to changes to uphold operational integrity.

• Managed client relationships to exceed expectations, focusing on margin growth and market share.
• Built strong client relationships through targeted outbound calling.
• Assisted in pricing complex FX products, enhancing proficiency in pricing strategies.
• Ensured accurate customer segmentation and tiering.
• Maintained a prominent personal brand within the community and NAB, fostering key stakeholder relationships.
• Provided expert knowledge on financial markets, core FX products, and economic trends.

𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬 𝐚𝐧𝐝 𝐑𝐞𝐬𝐮𝐥𝐭𝐬:

• Achieved increased margins and market share through proactive client management.
• Improved client retention and satisfaction rates through enhanced relationships.
• Enhanced profitability of FX products through improved pricing strategies.
• Provided valuable economic insights, strengthening customer relationships.
• Identified and capitalized on new market opportunities, driving business growth.

• Managed day-to-day operations of FX Desk, overseeing team of 8, including dealers and settlement and reconciliation representatives.
• Maintained and nurtured relationships with liquidity providers, ensuring optimal trading conditions.
• Provided detailed market commentary and insights on events and currency movements, guiding decision-making and strategy formulation.
• Led team to achieve operational excellence and meet financial targets, fostering a culture of accountability and performance.
• Developed and implemented strategies to optimize liquidity and manage risk effectively, enhancing profitability and minimizing exposure.
• Enhanced client satisfaction through timely and insightful market analysis and commentary, strengthening client relationships.

Achievements and Results:

• Achieved operational excellence, resulting in improved efficiency and reduced operational risks.
• Maintained strong relationships with liquidity providers, ensuring competitive pricing and trading conditions.
• Provided accurate market commentary, enhancing trading strategies and client decision-making.
• Led team to consistently meet or exceed financial targets, contributing to overall company profitability.
• Implemented liquidity optimization strategies, resulting in improved liquidity management and reduced costs.
• Enhanced client satisfaction through proactive market analysis, contributing to increased client retention and satisfaction rates.

• My role focused on the daily execution of client deposit and payment requests through utilizing multiple banking interfaces
• Key duties included balance and reconciliation of 18 different currency accounts and assisting currency dealers with overflow deals on a daily basis.