Summary
Overview
Work History
Education
Skills
Accomplishments
Higher Learning Accreditations
Attributes
References
Timeline
Generic

Joseph Faker

Croydon,NSW

Summary

Dedicated Finance professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.

Overview

20
20
years of professional experience

Work History

Director

GO 2 Finance Brokers Pty Ltd
01.2018 - Current
  • Management of Referral partners, Pro-actively source and introduce new lending (Commercial and Residential), Pro-actively cross-sell products including Trade finance, Foreign exchange, asset finance and transaction banking, Sales and Revenue Target, Customer Service, Working with and supporting the Local Business Banking team in Sydney South.

Business Development Executive

Commonwealth Bank of Australia
10.2015 - 01.2018
  • Hire, Train and Manage Staff, Network and source new clients, Manage High Net Worth individuals, Loan Application writing and compliance, Customer Service and retention, Business Management and Growth.

Local Business Banker/ Relationship Manager - Local Business Banking

Commonwealth Bank of Australia
04.2013 - 10.2015
  • Management of client Portfolio, Quarter 1, 2, 3 and Quarter 2 Excellence Awards, Number 1 in sales (Australia wide), Exceeded Sales target by 500% with Exceptional Performance review rating overall, Pro-actively source Commercial and Consumer Lending opportunities, Pro-actively cross sell products including Trade finance, Foreign exchange, asset finance and transaction banking, Setup and manage professional networks and referral partners, Collate, analyze and assess financial information, Prepare, assess and decision commercial loan applications, Completion of Reference and Weekly Out of Order reports, Working with and supporting a high performance sales team.

Team Manager - Corporate Financial Services Associate Bankers

Commonwealth Bank of Australia
02.2010 - 03.2013
  • Manager of the CFS Market Specialist Associates, My team is the First Point of contact for Corporate Key Accounts, Healthcare, Franchise and Financial Planning Clients, Management of High Profile Customer Service Team, Motivate, train and develop the members of the team.

CFS Market Specialist Associate Banker

Commonwealth Bank of Australia
06.2009 - 02.2010
  • Specialist in Healthcare, Franchising and Financial planning banking, Started up and grew a Customer Service Team for specialized clients in the Healthcare field, Expanded this to Market Specialist field of Franchising, then later Financial Planning and eventually on to all Corporate Clients within the bank, Handle 70-100 customer service enquiries and requests per day to assist clients with: Account balance, fees and interest queries, New Products including, Accounts, Credit Cards, Loans, etc., Transaction Banking, Traces and Investigations, Products and Process enquiries, Founded the Corporate Associate team to deal with High Net Worth Clients and expanded the team from 3 to over 20 customer Service representatives Nationwide.

Local Business Banking Associate Banker

Commonwealth Bank of Australia
10.2008 - 06.2009
  • Take 60 - 100 customer service calls per day, Assist Business clients with their day to day banking needs, Identify Sales opportunities and provide business solutions to clients, Managed Ref reports and Weekly Out of Orders, High Achievements in Customer Service Scores and KPI's maintaining a >90% average in availability.

NSW Telemarketing Manager

WorldTel Telecommunications
06.2006 - 06.2008
  • Worked as a telemarketer for 2 months before being promoted to Telemarketing Manager, Manage the performance and sales conversion of a Telemarketing Team, As Team Leader I was responsible for the team's sales performance and had to continually motivate, train and develop staff to be successful in achieving targets, Consistently achieved Sales Targets and rewards for Top Sales team.

Sales Consultant

Axis Telecommunications
11.2003 - 12.2005
  • Had to make a high number of Outbound Sales calls, Identify and Outsource new Sales leads, Promote and sell business solutions to account managers and Directors, Achieved Targets and received consecutive top sales performance awards.

Education

Bachelor of Arts/Business - Economics

Australian Catholic University
Strathfield and North Sydney, NSW

De La Salle Private College
Ashfield, NSW

Skills

  • Logistics Management
  • Operations Management
  • Business Planning
  • Project Management
  • Business Development
  • Financial Management
  • Verbal and Written Communication
  • Direct Sales
  • Sales Processes

Accomplishments

    2016 Business Banker of the Year (Commonwealth Bank of Australia)

Higher Learning Accreditations

  • Cert IV Finance and Mortgage Broking
  • Diploma in Finance and Mortgage Broking Management
  • Credit Approval Authority Level 2
  • Tier 2, Certificate III in Financial Services FNS30107
  • Essential Leadership/ CommLeader course for managers

Attributes

I believe I possess many Leadership and Sales skills. I am a disciplined, Top Performing individual who is capable of working with a team and achieving objectives. Strong communication skills, justified by my experience in dealing and communicating with customers in sales and customer service organizations. Experience in dealing with High Net Worth Clients in the Corporate and Private Banking industry. Fast Learner and very adaptive to new work environments.

References

Margaret Harb, Executive Manager - Business Banking, Commonwealth Bank of Australia, 0410 755 868

David Vizza, State Sales Manager NSW, Australian Finance Group, 0429 549 355 

Matthew Abi-Khattar, Director, Loan Forum, 0414 894 841

Timeline

Director

GO 2 Finance Brokers Pty Ltd
01.2018 - Current

Business Development Executive

Commonwealth Bank of Australia
10.2015 - 01.2018

Local Business Banker/ Relationship Manager - Local Business Banking

Commonwealth Bank of Australia
04.2013 - 10.2015

Team Manager - Corporate Financial Services Associate Bankers

Commonwealth Bank of Australia
02.2010 - 03.2013

CFS Market Specialist Associate Banker

Commonwealth Bank of Australia
06.2009 - 02.2010

Local Business Banking Associate Banker

Commonwealth Bank of Australia
10.2008 - 06.2009

NSW Telemarketing Manager

WorldTel Telecommunications
06.2006 - 06.2008

Sales Consultant

Axis Telecommunications
11.2003 - 12.2005

Bachelor of Arts/Business - Economics

Australian Catholic University

De La Salle Private College

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Joseph Faker