Luke Jacob

Luke Jacob Email and Phone Number

Partner - Finance Broker @ Sydney, NSW, AU
Sydney, NSW, AU
Luke Jacob's Location
Greater Sydney Area, Australia
Luke Jacob's Contact Details

Luke Jacob work email

Luke Jacob personal email

n/a
About Luke Jacob

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.

Luke Jacob's Current Company Details
Zuz Financial

Zuz Financial

Partner - Finance Broker
Sydney, NSW, AU
Luke Jacob Work Experience Details
  • Zuz Financial
    Partner - Finance Broker
    Zuz Financial
    Sydney, Nsw, Au
  • Zuz Financial
    Partner
    Zuz Financial Aug 2024 - Present
    Sydney
    Sourcing and assisting clients with their residential Home Lending, Commercial Lending, Asset Finance, Car Finance and unsecured business lending.
  • Finance Better
    Mortgage Broker
    Finance Better Nov 2023 - Aug 2024
  • St.George Bank
    Mobile Banker
    St.George Bank May 2023 - Nov 2023
    Sourcing clients with their home lending needs.Bringing in business via networking, referrals and previous clients. Writing owner occupied and investment loans for clients.
  • Nab
    Mobile Banker
    Nab Jul 2022 - Apr 2023
    Sourcing clients with their home lending needs.Bringing in business via networking, referrals and previous clients. Writing owner occupied and investment loans for clients.
  • Me Bank
    Mobile Banker
    Me Bank Apr 2021 - Jul 2022
  • Suncorp Group
    Insurance Specialist
    Suncorp Group Jul 2019 - Apr 2021
    Pitt Street Mall
  • Sydney Business Link
    Founder
    Sydney Business Link May 2017 - Feb 2021
    Sydney, Australia
    Sydney 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.
  • Mantra Finance
    Finance Broker
    Mantra Finance Jan 2019 - Jul 2019
    Elizabeth Hills, New South Wales, Australia
    Assisting 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.
  • Raine & Horne Group
    Sales Executive
    Raine & Horne Group Feb 2018 - Jan 2019
    Bexley, New South Wales, Australia
    Sales Executive apart of a dynamic team in the Bexley/Beverly Hills offices. Servicing the community in Roselands as the area specialist.
  • Ray White
    Real Estate Sales Agent
    Ray White Oct 2017 - Feb 2018
    Ingleburn, New South Wales, Australia
  • Commonwealth Bank
    Small Business Specialist
    Commonwealth Bank May 2016 - Oct 2017
    Fairfield
    As 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
  • Commonwealth Bank
    Project Refresh
    Commonwealth Bank Jan 2016 - May 2016
    My 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.
  • Commonwealth Bank
    Bsc Outbound Sales
    Commonwealth Bank Mar 2015 - Jan 2016
    Outbound 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.
  • Commonwealth Bank
    Local Business Banking Associate
    Commonwealth Bank Jul 2014 - Mar 2015
    Parramatta
    • 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
  • Westpac
    Teller
    Westpac Sep 2012 - Feb 2013
    Guildford
  • Peakbound Holdings Pty
    Sales Consultant
    Peakbound Holdings Pty Apr 2012 - Sep 2012
    Team CaptainOutbound sales consultantWorking towards daily and monthly KPI'sSelling One Paths Secure Life Plan insurance via cold calls.
  • Suncorp
    Customer Service Specialist
    Suncorp Nov 2010 - Sep 2011
    Inbound call centre representativeAssisting policy holders and injured workersCross selling Business Insurance
  • Amp
    Indexing Clerk
    Amp Jul 2007 - Jun 2008
    Parramatta
    Data Entry SpecialistProcessing faxes and emailsScanning and sorting mail

Luke Jacob Skills

Call Center Insurance Direct Sales Sales Sales Management Sales Process Training Customer Experience Team Leadership Cold Calling Customer Retention Data Entry Customer Satisfaction Vendor Management Management Business Analysis Superannuation Leadership Business Development Marketing Strategy Crm Call Centers Financial Services Customer Relationship Management Negotiation Marketing Finance Team Building Account Management Strategy Customer Service Microsoft Office

Luke Jacob Education Details

  • Westfields Sports High School
    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.

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