Phil Smith Email & Phone Number

Australia

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

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)

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

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

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

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

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

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.

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.

Australia

My first business banking leadership role, leading a team of 15 relationship managers based in Dandenong servicing the south eastern region of Melbourne.

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.

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.

Responsible for maintaining & growing a large portfolio of institutional (ASX listed) clients.

Responsible for the credit risk assessment & approval of loan applications in Victoria from $10m to $50m.

Responsible for maintaining & growing a large portfolio of commercial clients across Melbourne with the direct support of 2 associates.

Responsible for maintaining & growing a portfolio of small business customers.

Responsible for maintaining & growing of a large portfolio of consumer lending products provided to business owners & professionals in CBD Melbourne.

Responsible for running the daily operation of a traditional bank branch (tellers, supervisors, admin & lending staff).