Lewis Franks Email & Phone Number

Tasmania, Australia

Hobart, Tasmania, Australia

As a CBA Relationship Executive, my role involved the management of a diverse portfolio of agribusiness/small business/commercial clients located in the Tasmania area. My portfolio was Professional Services focussed and the position required generation of new-to-bank business opportunities within the target market, as well as servicing preexisting client relationships.

Tasmania, Australia

Regional and Agribusiness Banking (RAB) provides a comprehensive range of services to small business, corporate and agribusiness customers located in regional Australia. Our vision is to excel at securing and enhancing the financial wellbeing of people, businesses and communities throughout regional Australia. As an Analyst, I supported Relationship Executives to manage portfolios of agribusiness/small business/commercial/corporate clients located in the Tasmania area. My role was to assist the Relationship Executives to generate cross-sell and new-to-bank business opportunities within our target market, as well as service existing client relationships.

In my role at BDO Chartered Accountants, I developed an extensive skill set in the areas of compliance, financial analysis and business advisory, working directly with a diverse client base of small to large entities in the Greater Hobart region.It was in this role where my passion for developing client relationships stemmed and I learned to deliver creative and tailored advice to meet specific needs.

Bachelor Of Commerce - Bcom, Accounting And Finance

Education record

Education record