Luke Jacob work email
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Luke Jacob personal email
Experienced Business Banking Specialist with a demonstrated history of working in the financial services industry. Skilled in Sales, Customer Relationship Management (CRM), Contact Centers, Management, and Direct Sales. Strong finance professional graduated from Westfields Sports High School.
Zuz Financial
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Partner - Finance BrokerZuz FinancialSydney, Nsw, Au
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PartnerZuz Financial Aug 2024 - PresentSydneySourcing and assisting clients with their residential Home Lending, Commercial Lending, Asset Finance, Car Finance and unsecured business lending.
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Mortgage BrokerFinance Better Nov 2023 - Aug 2024
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Mobile BankerSt.George Bank May 2023 - Nov 2023Sourcing clients with their home lending needs.Bringing in business via networking, referrals and previous clients. Writing owner occupied and investment loans for clients. -
Mobile BankerNab Jul 2022 - Apr 2023Sourcing clients with their home lending needs.Bringing in business via networking, referrals and previous clients. Writing owner occupied and investment loans for clients. -
Mobile BankerMe Bank Apr 2021 - Jul 2022 -
Insurance SpecialistSuncorp Group Jul 2019 - Apr 2021Pitt Street Mall -
FounderSydney Business Link May 2017 - Feb 2021Sydney, AustraliaSydney Business Link provides a platform for like-minded individuals to come together and collaborate, enlarging their network, and potentially growing their business by leads and referrals.My role in SBL is to organise the Networking Events that allow this to happen by booking the venue, advertising and marketing the event, and planning the night. Driving success and nothing less.
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Finance BrokerMantra Finance Jan 2019 - Jul 2019Elizabeth Hills, New South Wales, AustraliaAssisting clients meet their financial ranging from home lending, commercial lending, asset finance and personal lending - whilst also working as a buyers agent for clients providing them with a wide range of off the plan properties being built across Australia.
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Sales ExecutiveRaine & Horne Group Feb 2018 - Jan 2019Bexley, New South Wales, AustraliaSales Executive apart of a dynamic team in the Bexley/Beverly Hills offices. Servicing the community in Roselands as the area specialist. -
Real Estate Sales AgentRay White Oct 2017 - Feb 2018Ingleburn, New South Wales, Australia -
Small Business SpecialistCommonwealth Bank May 2016 - Oct 2017FairfieldAs the Business Banking Specialist, I support Enhancing the financial welbeing of, people, communities and businesses. - Preparing for the approval of business lending proposals Review clients current and proposed financial circumstances, goals and objectives- Design and optimize client banking solutions and finance submissions (commercial, residential, merchant, FX and transaction solutions)- Collaborate with other advisers to incorporate accounting, tax, risk, business and commercial considerations into solutions- Research institutional product and service offerings- Negotiate competitive and tailored pricing and deliver exceptional service standards- Assist with ongoing workflow process development & improvement using in-house proprietary software platforms- Maintaining regular client contact to ensure exceptional client service and deep client relationships- Assisting with other financial products and needs and referring accordingly- Liaison with specialists and internal business units- Identifying and converting new business opportunities with existing and potential clients -
Project RefreshCommonwealth Bank Jan 2016 - May 2016My team is responsible for managing the hardware refresh of facilities such as IWL255, 7910, K71, GHL and others and transitioning them to CBA’s newest technology such as Albert. Cold calling current CBA customers with merchant facilities and offering an upgrade to the new ALBERT terminal. Identifying opportunities to cross sell and create new business. -
Bsc Outbound SalesCommonwealth Bank Mar 2015 - Jan 2016Outbound Sales action leads generated from Local Business Bankers (for all transactional business banking requirements), the Local Business Banking Associates, Web Chat for business and the Online channel via the CommBank website. They also action leads delivered by the Local Business Banking Sales & Strategy team to drive sales campaigns. This team also fills the important function of capitalising on all opportunities to obtain new business during the course of customer contacts. This position requires a mature, professional approach in dealing with business clients and their business banking requirements. -
Local Business Banking AssociateCommonwealth Bank Jul 2014 - Mar 2015Parramatta• Assisting customers with business banking enquiries • Maintaining and updating customers details • Creating referrals and identifying new business opportunities • Making follow up calls to customers • Educating customers on a wide range of products -
TellerWestpac Sep 2012 - Feb 2013Guildford -
Sales ConsultantPeakbound Holdings Pty Apr 2012 - Sep 2012Team CaptainOutbound sales consultantWorking towards daily and monthly KPI'sSelling One Paths Secure Life Plan insurance via cold calls.
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Customer Service SpecialistSuncorp Nov 2010 - Sep 2011Inbound call centre representativeAssisting policy holders and injured workersCross selling Business Insurance -
Indexing ClerkAmp Jul 2007 - Jun 2008ParramattaData Entry SpecialistProcessing faxes and emailsScanning and sorting mail
Luke Jacob Skills
Luke Jacob Education Details
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Westfields Sports High School
Frequently Asked Questions about Luke Jacob
What company does Luke Jacob work for?
Luke Jacob works for Zuz Financial
What is Luke Jacob's role at the current company?
Luke Jacob's current role is Partner - Finance Broker.
What is Luke Jacob's email address?
Luke Jacob's email address is lu****@****ite.com
What schools did Luke Jacob attend?
Luke Jacob attended Westfields Sports High School.
What skills is Luke Jacob known for?
Luke Jacob has skills like Call Center, Insurance, Direct Sales, Sales, Sales Management, Sales Process, Training, Customer Experience, Team Leadership, Cold Calling, Customer Retention, Data Entry.
Not the Luke Jacob you were looking for?
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Luke Jacob
Senior Lawyer (Seconded) - Integrated Advisory Service, Department Of Veterans' Affairs.Sydney, Nsw -
1blankjoinery.com.au
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1apaust.net
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