Kodie Stephens
Senior Relationship Manager @Macquarie Group
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WORK HISTORY
Senior Relationship Manager @Macquarie Group
Melbourne, AU
As a Relationship Manager for the legal segment of Macquarie Business Banking, I support firms with a multitude of solutions including transactional banking, working capital facilities, CapEx, trust accounts and partner private banking.Our team services a range of legal firms with specialist knowledge in banking for the industry, management and settlement of bulk controlled monies accounts, succession planning, and the funding mechanisms required for working capital. I work closely with all my clients to ensure they’re accomplishing their goals, hitting growth targets, and getting optimal support from our teams across Macquarie Business Banking.In addition, as a Relationship Manager for the insolvency segment of Macquarie Business Banking, I build strong relationships with our clients - insolvency practitioners and bankruptcy trustees - providing expert guidance and tailored banking solutions. My clients have varied needs, ranging from paying bulk dividends domestically or overseas, use of merchant facilities, wage files and term deposits. I ensure my clients are up to date and working efficiently with our leading-edge practice management software integrations.I maintain close contact with all my clients with regular pulse-checks, as well as providing up-to-date insights and new technologies; all designed to enhance their efficiencies and exceed expectations.
EDUCATION
University of Melbourne
Bachelor of Arts - BA, Psychology
Deakin University
Master of Commerce, Finance
SKILLS
ABOUT KODIE STEPHENS
Having been in the finance sector for the last 15 years, I’ve developed a unique set of skills that I can bring to my role of Relationship Manager in Macquarie’s Business Banking team, specifically working within the professional services sectors of Legal and Insolvency.Macquarie Bank has been providing solutions to professional services for over 35 years. We work across the board with small businesses, established large corporates, and high net-worth individuals, providing value across our wide range of product offerings. Our customers benefit from access to our specialist teams in accounting and financial services, legal, insolvency and insurance broking.I joined Macquarie Bank because of the diverse range of solutions we can employ for our customers to succeed. I enjoy forging strong relationships with my clients, sharing insights on achieving faster growth and better efficiencies, as well as getting like-minded groups together to discuss big picture ideas. We partner with our clients and want to see them prosper, getting them there with our leading technical innovations, support, and specialist advice from across the sectors.I’ve been with Macquarie Bank since 2011 and have formed lasting relationships with all my clients. It’s not enough to simply sign a business up to a product - I thrive on understanding what makes a business tick and how I can help them build a stronger business. I ask questions to discover which of our specialist teams could work alongside me to add value. As a key contributor to the Legal and Insolvency segments within Business Banking, I’m interested in having conversations with prospective customers new to banking or those looking for a new banking provider to better suit their growth ambitions. Feel free to message me on LinkedIn or via my email: k••••••••@macquarie.com
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