Phil Smith

Phil Smith Email and Phone Number

Senior Sales & Business Development Executive I Experienced People Leader I Board Member I Banking & Financial Services Specialist @ Export Finance Australia
Phil Smith's Location
Australia, Australia
Phil Smith's Contact Details

Phil Smith personal email

n/a
About Phil Smith

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.

Phil Smith's Current Company Details
Export Finance Australia

Export Finance Australia

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Senior Sales & Business Development Executive I Experienced People Leader I Board Member I Banking & Financial Services Specialist
Employees:
120
Phil Smith Work Experience Details
  • Export Finance Australia
    Head Of Sme Mid Market Business
    Export Finance Australia Apr 2019 - Present
    Australia
    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… 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
  • Export Finance Australia
    State Director Sme Vic/Tas
    Export Finance Australia Nov 2013 - Apr 2019
    Responsible 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)
  • Westpac
    National Head Of Industry Specialisation
    Westpac Aug 2011 - Oct 2013
    Australia
    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 &… 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
  • Westpac
    Regional General Manager Commercial Banking Victoria
    Westpac Sep 2007 - Aug 2011
    Responsible 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
  • Westpac
    State General Manager Premium Banking Wa/Sa/Vic
    Westpac Mar 2006 - Aug 2007
    Australia
    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-… 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
  • Commonwealth Bank
    Regional Executive Corporate & Business Banking Vic/Tas
    Commonwealth Bank 2003 - 2006
    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… 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
  • Jellis Craig
    General Manager
    Jellis Craig 2001 - 2003
    Australia
    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… 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
  • Nab
    Head Of Amc (Account Management Centre) Operations Australia
    Nab 2000 - 2001
    Australia
    A 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.
  • Nab
    State Manager Amc (Account Management Centre) Operations Nsw
    Nab 1999 - 2000
    Sought 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.
  • Nab
    Executive Manager Business Banking
    Nab 1998 - 1999
    Australia
    My first business banking leadership role, leading a team of 15 relationship managers based in Dandenong servicing the south eastern region of Melbourne.
  • Nab
    Regional Manager Retail Banking Victoria
    Nab 1997 - 1998
    My first leadership role, responsible for the business performance of 12 NAB retail branch outlets (circa 125 FTE through 12 direct reports) across southern Melbourne.
  • Nab
    Vice President Mortgages Homeside Lending (Florida Usa)
    Nab 1996 - 1997
    Part 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.
  • Nab
    Senior Account Executive Corporate & Institutional Banking
    Nab 1995 - 1996
    Responsible for maintaining & growing a large portfolio of institutional (ASX listed) clients.
  • Nab
    Senior Manager State Credit Bureau Vic/Tas
    Nab 1994 - 1995
    Responsible for the credit risk assessment & approval of loan applications in Victoria from $10m to $50m.
  • Nab
    Senior Relationship Manager Commercial Banking - Stock Exchange Branch Melbourne
    Nab 1992 - 1994
    Responsible for maintaining & growing a large portfolio of commercial clients across Melbourne with the direct support of 2 associates.
  • Nab
    Business Account Manager - Stock Exchange Branch Melbourne
    Nab 1991 - 1992
    Responsible for maintaining & growing a portfolio of small business customers.
  • Nab
    Personal Account Manager - Stock Exchange Branch Melbourne
    Nab 1990 - 1991
    Responsible for maintaining & growing of a large portfolio of consumer lending products provided to business owners & professionals in CBD Melbourne.
  • Nab
    Branch Accountant - King Street Melbourne
    Nab 1988 - 1990
    Responsible for running the daily operation of a traditional bank branch (tellers, supervisors, admin & lending staff).

Phil Smith Skills

Risk Management Business Strategy Portfolio Management Financial Services Finance Investments Financial Risk Loans Credit Analysis Credit Banking Credit Risk Commercial Banking Relationship Management Retail Banking

Phil Smith Education Details

  • Sandown High School Johannesburg South Africa
    Sandown High School Johannesburg South Africa
    Accounting 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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