Peter Clements Email & Phone Number

Brisbane, Queensland, Australia

Assessing variations to existing customer Lending facilities.

Brisbane, Queensland, Australia

Brisbane, Australia

Brisbane, Australia

Due to a recent corporate restructure at NAB Private that has resulted in changes to key roles, I am exited to take this opportunity to explore new challenges using my considerable knowledge in the Financial Services Industry. Experienced in:* Relationship Management* Business Development & Networking* Sales & Service* Home & Investment Mortgage Lending*.

Lvl 21, 100 Creek Street, Brisbane Qld 4000

• Relationship manager for high net worth clients with investible assets of $5million or more and minimum lending of $2 million. Worked diligently to get close to existing clients by regular and close contact, retained 3.
• Generate 4 new to Private Bank clients per quarter and provide cross sale referrals to Nab Specialists. Achieved $4M in lending, $2million in investments and 6 x Insurance… Show more Relationship manager for high net.
• Generate 4 new to Private Bank clients per quarter and provide cross sale referrals to Nab Specialists. Achieved $4M in lending, $2million in investments and 6 x Insurance sales with turnaround of revenue position and.
• Uplift specialist referrals. Identified referrals from existing client meetings. Nab Trustees for complete Estate Planning x 3. Referrals to Markets Desk for Bonds investments x 2 closing $2M in committed sales, 2 x.
• Gain reciprocal business referrals from internal and external business. Achieved through initial referrals to Business Banker and Accountants, establishing advocacy, follow up calls and meetings to build a strong.

Brisbane - Servicing All Areas In Australia

I was responsible for the Medical Finance area for Retail Business for Auswide Bank Ltd.I was actively involved with Product Development, Credit Policy & Procedures for this sector of finance for Auswide Bank.I maintained strong business alliance partnerships with key referrers of business to Auswide Bank Ltd.I worked closely with Brokers to deliver a fast.

Brisbane Qld

Senior Lending Manager – Retail Business – Mobile RoleHighly successful Lender with multiple awards and strong revenue growth during my time at St.George.First Mobile Lending Role for St. George in Qld. Built a sustainable referral network aligning with 2 accountants, 2 financial planners and Experien Professional Finance/ Investec Professional Finance.

Relationship managed a Personal home and Investment Lending portfolio of $148,000,000 with expectation to retain and grow the book year on year while also identifying opportunities to move clients into Private Bank.

Brisbane CBD

Worked for NAB in many areas over 20 years including Administration, Team Leadership, Home Finance and Business Banking which has equipped me with many skills in the finance industry.

Diploma, Business/Commerce, General

Senior Certificate, 12

Numerous certificates for internal and external development programs including Accounting, Sales, Relationship management, FSRA. Westpac.

Education record