Jo Taitt

Jo Taitt Email and Phone Number

Associate Director Balmaghie Finance I Trusted Partner for Business and Personal debt projects I Values-led I Passionate Committee member- financial literacy @ Balmaghie Pty Ltd
Jo Taitt's Location
Greater Perth Area, Australia
About Jo Taitt

I have always led a positive and fit lifestyle, with a dream to make a difference both professionally and voluntary. Having worked across Regional and Inner City locations in the banking world - my passion and expertise remains with small - medium sized businesses with the desire to grow. Throughout my journey I have also worked alongside a Not-For-Profit organisation supporting people suffering from domestic violent situations, supporting their marketing and communication channel, stakeholder engagement, governance and product development. As part of my triathlon hobby, I was selected to race for Australia at the Triathlon 70.3 World Championships in Canada in 2014 QLD Australia 2016 and USA 2017. I have also played a role as a Lorna Jane and Betty Designs brand ambassador over this time to inspire other young women to believe that anything is possible.

Jo Taitt's Current Company Details
Balmaghie Pty Ltd

Balmaghie Pty Ltd

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Associate Director Balmaghie Finance I Trusted Partner for Business and Personal debt projects I Values-led I Passionate Committee member- financial literacy
Jo Taitt Work Experience Details
  • Balmaghie Pty Ltd
    Associate Director
    Balmaghie Pty Ltd Jan 2023 - Present
    Perth, Western Australia, Australia
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  • Your Toolkit
    Women At Risk Team Member Nfp
    Your Toolkit Mar 2019 - Present
    Perth Wa
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  • Commonwealth Bank
    Relationship Executive
    Commonwealth Bank Jul 2021 - Jan 2023
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  • Commonwealth Bank
    Transaction Banking Specialist- Business Banking
    Commonwealth Bank Apr 2020 - Jul 2021
    Melbourne, Victoria, Australia
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  • Commonwealth Bank
    Transactional Banking Specialist- Corporate Financial Services
    Commonwealth Bank Jan 2018 - Jun 2019
    Perth, Australia
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  • Commonwealth Bank
    Branch Manager
    Commonwealth Bank Dec 2016 - Jan 2018
    Kalgoorlie, Western Australia, Australia
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  • Commonwealth Bank
    Analyst- Corporate Financial Services
    Commonwealth Bank Aug 2015 - Dec 2016
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  • Anz
    Private Wealth Associate
    Anz Nov 2013 - Aug 2015
    Service the needs of our High Net Worth clients and to support our Private Bankers retain and grow new and existing valuable client relationship. I play a key role in coordinating the delivery of our service proposition by being the:• First point of contact for the day to day needs of a lending portfolio of our High Net Worth clients.• Manage client expectations and keep them informed of progress.• Facilitate the efficient execution of client needs through effective engagement of our service partners.
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  • Anz
    Home & Investment Lending Manager
    Anz Oct 2012 - Nov 2013
    I was responsible for driving mortgage sales and cross-sales performance across the Retail Branch Network to deliver growth to the networks target. Accountabilities consisted of:Developing strong relationship with customer to drive repeat business and advocacy.Fostering relationship with referral sources (Branch, Business Centres and Mortgage Introducer Programs).Identify referral opportunities for customers and build relationship with internal referral partners including branches and Financial Planning.Support and encourage the knowledge, capability, confidence and motivation amongst team members.Mentor & coach subordinate staff to encourage their development.
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  • Anz
    Relief Branch Manager
    Anz Nov 2011 - Oct 2012
    • Quickly establishing a sound grasp of basic retail concepts – with the ability to pass on my knowledge and experience.• Successful at using tools to uncover clients needs, documenting conversations and creating a comprehensive client file for records. • Strong time management skills with the ability to juggle numerous expectations whilst delivering on all requirements.• Instantly develop relationships with staff and clients promoting a leadership position within the network.• Running reports on nightly banking, compliance and balancing procedures. • Operated in a relief role across the district to fulfill any position that was vacated by leave requirements. This required me to be organised, focused and adaptable to the task at hand.
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Jo Taitt Education Details

Frequently Asked Questions about Jo Taitt

What company does Jo Taitt work for?

Jo Taitt works for Balmaghie Pty Ltd

What is Jo Taitt's role at the current company?

Jo Taitt's current role is Associate Director Balmaghie Finance I Trusted Partner for Business and Personal debt projects I Values-led I Passionate Committee member- financial literacy.

What schools did Jo Taitt attend?

Jo Taitt attended Australian Institute Of Company Directors, Swinburne University Of Technology, Kilbreda College Melbourne.

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