Phil Smith Email and Phone Number
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Phil Smith personal email
I am a results driven high performing banking & financial services executive who has developed a reputation for consistently delivering great outcomes in a variety of leadership roles over many years.Having lived and worked in South Africa, United Kingdom & USA and worked in 3 of our 4 largest banks in Australia, I have accumulated extensive experience with a particular focus & skillset in the business, commercial & corporate banking segments, enhanced by a deeper specialisation in property finance, franchising, professional services and international trade & export finance.Experience as a Non Executive Director & Advisory Board member (Australian Red Cross, Karting Australia & Nelly's Indigenous Healing Centre) has broadened my professional capability, perspective & insight whilst enabling me to "give back" in a meaningful way.I have had the privilege to lead a variety of different teams over time, and with a proven ability to challenge the status quo, develop & execute meaningful strategy & drive constructive change that delivers results for businesses and the people in them, I am often referred to as a leader that gives clear direction, is decisive & highly empathetic, empowering people to be their personal best working in a psychologically safe environment through a growth mindset.I am an energetic individual focused on achievement, highly valuing honesty, trust, integrity & empathy as core values I live by and that underpin my highly competitive nature and strong will to win both personally & professionally.
Export Finance Australia
View- Website:
- exportfinance.gov.au
- Employees:
- 120
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Head Of Sme Mid Market BusinessExport Finance Australia Apr 2019 - PresentAustraliaEFA is Australia's export credit agency providing specialist financial solutions to Australian exporters to help them win business, grow internationally & achieve export success.My role is to lead & grow our national SME Mid Market team & business to achieve its corporate plan objectives.Key Dimensions:- National role- 35 FTE across 5 states (6 direct reports)- $650m portfolio- $450m loans written pa- $15m revenue- 260 client relationshipsKey… Show more EFA is Australia's export credit agency providing specialist financial solutions to Australian exporters to help them win business, grow internationally & achieve export success.My role is to lead & grow our national SME Mid Market team & business to achieve its corporate plan objectives.Key Dimensions:- National role- 35 FTE across 5 states (6 direct reports)- $650m portfolio- $450m loans written pa- $15m revenue- 260 client relationshipsKey Achievements:- YOY growth every year for last 5 years- Developed & executed an organisational business redesign/restructure- Outstanding YOY staff perspective & GPTW survey results- Gold standard customer advocacy survey results (NPS) Show less -
State Director Sme Vic/TasExport Finance Australia Nov 2013 - Apr 2019Responsible for building EFA's SME business in Vic/Tas from a blank canvas in 2013 growing it to be the best performing state for 4 consecutive years from 2015-2019.Key Achievements in 2019:- Signed 37 new exporters (109% plan)- Closed 68 loan transactions (158% plan)- Signed & settled $135m in loans (111% plan) -
National Head Of Industry SpecialisationWestpac Aug 2011 - Oct 2013AustraliaResponsible for establishing & leading a series of industry specialist portfolios (property, franchising, healthcare & professional services) within Westpac's commercial banking division.Key Dimensions:- National role- 165 FTE across 5 states (5 direct reports)- $12b funds under management- $300m revenue- 18% market shareKey Achievements:- Double digit revenue growth- 8% business lending growth (loans)- 12% footings growth (loans &… Show more Responsible for establishing & leading a series of industry specialist portfolios (property, franchising, healthcare & professional services) within Westpac's commercial banking division.Key Dimensions:- National role- 165 FTE across 5 states (5 direct reports)- $12b funds under management- $300m revenue- 18% market shareKey Achievements:- Double digit revenue growth- 8% business lending growth (loans)- 12% footings growth (loans & deposits)- 20% ROE (increased from 16% in 12 months)- Achieved above global standard people leader index & employee engagement scores Show less -
Regional General Manager Commercial Banking VictoriaWestpac Sep 2007 - Aug 2011Responsible for establishing & leading 9 Westpac Business Banking Centres across metropolitan Melbourne.Key Dimensions:- 6500 client relationships- 200 relationship managers (9 direct reports)- $5b funds under management- $150m revenueKey Achievements:- Best performing region in Australia in 2 consecutive years- Highest customer advocacy score (NPS) in Australia - Highest revenue growth and business retention rates in Australia -
State General Manager Premium Banking Wa/Sa/VicWestpac Mar 2006 - Aug 2007AustraliaTargeted by executives at Westpac to join the new leadership team, initially to lead the premium business segment across WA/SA & VIC.Key Dimensions:- 2300 client relationships- 160 FTE across 3 states - $15b funds under management- $200m revenueKey Achievements:- Exceeding plan year 1- Identifying & commissioning new sites in footprint expansion strategy- Introducing "teams within teams" concept that delivered stronger customer advocacy-… Show more Targeted by executives at Westpac to join the new leadership team, initially to lead the premium business segment across WA/SA & VIC.Key Dimensions:- 2300 client relationships- 160 FTE across 3 states - $15b funds under management- $200m revenueKey Achievements:- Exceeding plan year 1- Identifying & commissioning new sites in footprint expansion strategy- Introducing "teams within teams" concept that delivered stronger customer advocacy- Development & delivery of new sales capability framework Show less -
Regional Executive Corporate & Business Banking Vic/TasCommonwealth Bank 2003 - 2006Responsible for leading the Corporate & Business Banking team for CBA across southern Victoria & Tasmania.Key Dimensions:- 3000 client relationships- 145 FTE (5 direct reports)- $5.5m funds under management- $150m revenueKey Achievements:- Reclaimed corporate business market share after a decade of decline- Acceleration of growth across key business metrics- Strengthened client satisfaction & relationship metrics- Designed & implemented a… Show more Responsible for leading the Corporate & Business Banking team for CBA across southern Victoria & Tasmania.Key Dimensions:- 3000 client relationships- 145 FTE (5 direct reports)- $5.5m funds under management- $150m revenueKey Achievements:- Reclaimed corporate business market share after a decade of decline- Acceleration of growth across key business metrics- Strengthened client satisfaction & relationship metrics- Designed & implemented a new client engagement model- Created a meaningful & authentic performance culture Show less -
General ManagerJellis Craig 2001 - 2003AustraliaJellis Craig is a Melbourne based boutique real estate company specialising in personalised real estate solutions in Melbourne's coveted inner eastern & bayside suburbs.I was sought out by the private owners to join the company as General Manager to provide leadership & support to them and the 70 member team located across 4 key locations. Key Achievements:- Developed & delivered a strategic plan for the owners & the business- Restructured existing 5 divisions to 3… Show more Jellis Craig is a Melbourne based boutique real estate company specialising in personalised real estate solutions in Melbourne's coveted inner eastern & bayside suburbs.I was sought out by the private owners to join the company as General Manager to provide leadership & support to them and the 70 member team located across 4 key locations. Key Achievements:- Developed & delivered a strategic plan for the owners & the business- Restructured existing 5 divisions to 3 outsourcing IT & combining Admin & Marketing divisions- Reduced labour costs through process efficiency gains & new technology deployment- Created a new revenue stream in the business in the form of a financial services (broking) team (5 FTE)- Delivered in excess of $2m savings in expenses across my 2 years in the role Show less -
Head Of Amc (Account Management Centre) Operations AustraliaNab 2000 - 2001AustraliaA national role leading a team of over 800 FTE across 5 state locations.AMC performed over 110 functions/processes on behalf of the 1200 NAB branch outlets across Australia, primarily cheque processing and day 2 transaction error correction and account reconciliation & servicing. Key Achievements included delivery of a technology enabled centralisation of the business from 7 sites to 1 with minimal retrenchments and maximum redeployment of our team members. -
State Manager Amc (Account Management Centre) Operations NswNab 1999 - 2000Sought out by NAB senior management (from a front line sales leadership role) to join our 250 FTE operations team based in Sydney to help culturally transform our "back office" into an efficient, people oriented, customer focussed part of the company.Key achievements included reduced expenses, increased staff satisfaction, redeployment opportunities, increased fee income, increased sales referrals and significant process improvement initiatives. -
Executive Manager Business BankingNab 1998 - 1999AustraliaMy first business banking leadership role, leading a team of 15 relationship managers based in Dandenong servicing the south eastern region of Melbourne. -
Regional Manager Retail Banking VictoriaNab 1997 - 1998My first leadership role, responsible for the business performance of 12 NAB retail branch outlets (circa 125 FTE through 12 direct reports) across southern Melbourne. -
Vice President Mortgages Homeside Lending (Florida Usa)Nab 1996 - 1997Part of the NAB due diligence team that made the acquisition of Homeside Lending in Florida USA which included a short stint supporting the new CEO establish & integrate the business. -
Senior Account Executive Corporate & Institutional BankingNab 1995 - 1996Responsible for maintaining & growing a large portfolio of institutional (ASX listed) clients. -
Senior Manager State Credit Bureau Vic/TasNab 1994 - 1995Responsible for the credit risk assessment & approval of loan applications in Victoria from $10m to $50m. -
Senior Relationship Manager Commercial Banking - Stock Exchange Branch MelbourneNab 1992 - 1994Responsible for maintaining & growing a large portfolio of commercial clients across Melbourne with the direct support of 2 associates. -
Business Account Manager - Stock Exchange Branch MelbourneNab 1991 - 1992Responsible for maintaining & growing a portfolio of small business customers. -
Personal Account Manager - Stock Exchange Branch MelbourneNab 1990 - 1991Responsible for maintaining & growing of a large portfolio of consumer lending products provided to business owners & professionals in CBD Melbourne. -
Branch Accountant - King Street MelbourneNab 1988 - 1990Responsible for running the daily operation of a traditional bank branch (tellers, supervisors, admin & lending staff).
Phil Smith Skills
Phil Smith Education Details
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Sandown High School Johannesburg South AfricaAccounting And Finance
Frequently Asked Questions about Phil Smith
What company does Phil Smith work for?
Phil Smith works for Export Finance Australia
What is Phil Smith's role at the current company?
Phil Smith's current role is Senior Sales & Business Development Executive I Experienced People Leader I Board Member I Banking & Financial Services Specialist.
What is Phil Smith's email address?
Phil Smith's email address is ps****@****.gov.au
What schools did Phil Smith attend?
Phil Smith attended Sandown High School Johannesburg South Africa.
What skills is Phil Smith known for?
Phil Smith has skills like Risk Management, Business Strategy, Portfolio Management, Financial Services, Finance, Investments, Financial Risk, Loans, Credit Analysis, Credit, Banking, Credit Risk.
Who are Phil Smith's colleagues?
Phil Smith's colleagues are Lorraine Ly, Quzi Zaman, Charith Amarasinghe, Ashlee Brady, My Efic, Belen Pancorbo, Ryan W..
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Phil Smith
Physical Wellbeing Consultant | Personal Trainer | Portfolio Property InvestorCarramar, Wa1cambridgefitnessacademy.co.uk -
Phil Smith
Greater Adelaide Area -
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3fticonsulting.com, fticonsulting.com, ashurst.com
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