Joel Leake
Marrickville,NSW
Summary
Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management..
Overview
24
24
years of professional experience
Work History
Account Manager
ING Bank
08.2015 - Current
- Senior Manager support - play a key role assisting the SM on board new business transactions (Investment, construction & land transactions) to achieve key growth targets with a focus on customer retention (nb: have assisted with 4 new transactions in the space of 1 month and mandated on 3 of 4 transactions).
- At commencement at ING in 2015, supported SM increase portfolio from circa $300M to in excess of $600m within 4 years together with additional Assistant Account Manager.
- Managed $400m – reduced due to business restructure noting previous Senior Manager relocated to Victoria in 2H2019 to establish a Commercial Property Finance business for ING
- Since July 2019, demonstrated ability to work on new portfolio under different SM and manage a high volume portfolio of circa 50 loan accounts and 38 Client Groups.
- Capabilities include maintaining strong Client relationships; coordinating and attending meetings; preparation of internal discussion papers for indicative business/risk support; holding discussions with internal and external stakeholders; issuing indicative terms in accordance with commercial property finance appetite and policy to direct Client as well as broker and introducer channels for new to Bank clients
- Adherence with the Bank’s Know Your Customer (KYC) / Customer Due Diligence (CDD) policies
- Preparation of Exposes for loan approval, holding in depth deal discussions with Senior Management and Risk colleagues, engaging panel solicitors, valuers and quantity surveyors and manage loan origination and application process through to settlement
- Experienced in a wide range of property transactions including unlisted property fund transactions, private companies, trust structures (simple and complex), high net worth Clients, “mum and dad” or family investor groups, developers, and owner builders
- In addition to new business on boarding, manage day to day portfolio activities including annual reviews / maturities / arrears / covenant monitoring and reporting.
- Engage in team activities, e-learning modules and adopt strong ‘Orange Code’ behaviors
- Strong performance reviews and feedback from Senior Management
- Sound understanding of bank models, templates, systems etc
- Demonstrated ability to take on and deliver additional projects
- Demonstrated ability to assist with management and upskill of colleagues.
Senior Account Executive
St. George Bank
10.2014 - 08.2015
- Employed proactive and collaborative approaches to strengthen relationships and manage customer needs.
- Established customer relationships, interfacing with representatives and collaborating to achieve mutually beneficial results.
- Brought in over $[Amount] in revenue while managing multiple high-profile accounts.
- Prepared documentation, finalized sales and maintained records.
- Met with new customers to share product and service information, listen to needs and learn about business operations.
Credit Analyst
St. George Bank
10.2013 - 10.2014
- Responsible for providing independent risk analysis in the origination and evaluation processes for both new and existing customers;
- Adhere to credit policies and procedures;
- Improve risk management or risk mitigation practices;
- Streamlining existing credit approval processes;
- Identify new business opportunities;
- Team won the Quarter 2 ‘One Team’ Star Award where we delivered strong results and demonstrated a strong team working environment.
Account Executive
St. George Bank
12.2007 - 10.2013
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Executed successful sales strategies to convert leads into customers.
- Resolved issues promptly to drive satisfaction and enhance customer service.
Assistant Lending Support Manager, Sydney, Senior Lending Support Officer
St. George Bank
01.2007 - 12.2007
- Played a key role in the decentralisation of the Northern Region Lending Support Unit based in Chatswood.
- Analyzed customer service data to identify trends, identify solutions and improve customer experience.
- Coached employees through day-to-day work and complex problems.
- Collaborated with other teams to identify and resolve customer issues quickly and professionally.
- Developed and maintained relationships with customers to enhance customer satisfaction.
Lending Support Officer
St. George Bank
07.2004 - 01.2007
- 2IC Role
- Played a key role in the formation of the Northern Region Lending Support Unit located at Chatswood, which was centralised for Corporate and Business Banking, Northern Region.
Relief Branch Manager, Assistant Branch Manager, Customer Service Officer
St. George Bank
06.1999 - 07.2004
- Various retail branch roles at various locations in Sydney North Region
- Gained a strong understanding of retail banking products including Home Loans, Credit Cards and Transactional Banking products in retail banking.
Education
Statement of Attainment – Establish client relationships and analyse needs -
Deakin University Australia
2013
Financial Analysis Training -
St. George Bank
2008
Fundamentals in Management -
FINSIA
2004
Empower Course -
Institute of Financial Services
2001
Certificate IV in Financial Services -
FINSIA
1999
Accounting, Behavioural Science
Griffith University
Brisbane, QLDSkills
- Product and Service Sales
- Time Management
- Account Management
- Staff Management
- Business Development
- Issue Resolution
- Acquiring New Customers
- Staff Development
- Customer Relationship Management
- Excellent Communication Skills
Timeline
Account Manager
ING Bank
08.2015 - Current
Senior Account Executive
St. George Bank
10.2014 - 08.2015
Credit Analyst
St. George Bank
10.2013 - 10.2014
Account Executive
St. George Bank
12.2007 - 10.2013
Assistant Lending Support Manager, Sydney, Senior Lending Support Officer
St. George Bank
01.2007 - 12.2007
Lending Support Officer
St. George Bank
07.2004 - 01.2007
Relief Branch Manager, Assistant Branch Manager, Customer Service Officer
St. George Bank
06.1999 - 07.2004
Statement of Attainment – Establish client relationships and analyse needs -
Deakin University Australia
Financial Analysis Training -
St. George Bank
Fundamentals in Management -
FINSIA
Empower Course -
Institute of Financial Services
Certificate IV in Financial Services -
FINSIA
Accounting, Behavioural Science
Griffith University
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