Associate Relationship Manager/Relationship Manager

1 day ago

Sydney, New South Wales, Australia Lumi Full time
Associate Relationship Manager/Relationship Manager
Who is Lumi?

We're a leading Fintech small business lender fuelling growth by making finance more accessible. We deliver fast & flexible funding designed to meet the unique needs of Australian businesses. With over $1.5 billion funded since 2018 and backing for 15,000+ small businesses, we're trusted for our speed, high quality service, and tailored approach.

Working at Lumi

We are building a culture where you can grow and make a difference for customers. We are looking for people to join us on this journey who are passionate, curious and great problem solvers. We are incredibly proud of our awards, including most recently our Deputy CEO, Anna Hawter, receiving the Finnies' 2025 Outstanding FinTech Leader of the Year award. We also ranked in the top #3 on the 2024 Australian Financial Review BOSS Best Places to Work Banking, Superannuation and Financial Services list, 2023 Best Workplace Diversity Award by FinTech Australia and the 2022 Empowering Innovation Affie Award. We also ranked #36 among the fastest-growing technology companies in Australia in the 2022 Deloitte Technology Fast 50 Australia. We foster a workplace where everyone feels a sense of belonging and respect and can reach their full potential. If you need any adjustments for a fair recruitment process, please let us know when applying.

Our Values

Egos at the door

We own. We don't judge. We don't blame. We are open. We are in this together. We are respectful. See the customer

We show up. We understand. We anticipate. We do what we say. We genuinely focus on solutions. Think lean

We make things simple. We are resourceful. We understand the problem. We think ahead.

Learn to grow

We are curious. We challenge. We try. We fail forward. We learn. We try again.

The Role
  • Full ownership of a customer and broker from first enquiry through to settlement
  • Working closely with the BDM team and their brokers, communicating conditions and decision outcomes via email, slack or phone
  • Identifying opportunities with customers and brokers to maximise each deal and achieve the best possible outcome for all stakeholders
  • Objection handling any concerns with our customers or brokers effectively
  • Providing a high level of customer service and sales conversions
  • Working closely with internal stakeholders to seek approval for loans in line with customer needs & Lumi policies
  • Some experience in B2B telephone sales
  • Proven record of managing a pipeline
  • Business lending experience (desirable)
  • Experience working for a FinTech or in financial services (desirable)
  • Excellent communicator, both written and verbal
  • Ability to multitask and maintain a swiftly moving pipeline
  • Ability to develop strong working relationships with new business and existing customers
  • Commercially minded
  • Curious, positive & self-starting
  • Ability to work well with other people and build good relationships
Perks & Benefits

Wellbeing: Free counselling, seasonal activities, Wellbeing Allowance, wellness room, flu shots

Work Life: Home Workspace Allowance, Purchased Leave, Parental Leave, Parental Flex Leave, Lumi Life Leave for challenging events, breastfeeding/expressing space

Social & Food: Monthly lunches, regular celebrations, stocked kitchen, beer & kombucha on tap, board games, ping pong, rooftop BBQs

Rewards & Recognition: Competitive pay, referral bonuses, shout-out recognitions

Career & Growth: Advancement opportunities, higher education sponsorship, hackathons

Seniority level
  • Associate
Employment type
  • Full-time
Job function
  • Sales and Business Development
#J-18808-Ljbffr

  • Associate Relationship Manager/Relationship Manager

    1 day ago

    Sydney, New South Wales, Australia Lumi Full time

    Associate Relationship Manager/Relationship ManagerWho is Lumi?We're a leading Fintech small business lender fuelling growth by making finance more accessible. We deliver fast & flexible funding designed to meet the unique needs of Australian businesses. With over $1.5 billion funded since 2018 and backing for 15,000+ small businesses, we're trusted for our...

  • Associate, Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia MUFG Americas Full time

    Do you want your voice heard and your actions to count?Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups.Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve.We stand for our values, building long-term relationships,...

  • Relationship Manager

    4 days ago

    Sydney, New South Wales, Australia Australian Gift & Homewares Association (AGHA) Full time

    Relationship Manager - Reconnect, Support & Strengthen Industry RelationshipsRelationship Manager - Reconnect, Support & Strengthen Industry Relationships1 day ago Be among the first 25 applicantsThe Australian Gift & Homewares Association (AGHA) is the peak industry body supporting thousands of businesses each year, with all profits reinvested into the...

  • Relationship Manager

    4 days ago

    Sydney, New South Wales, Australia Calastone Full time

    Join to apply for the Relationship Manager role at CalastoneJoin to apply for the Relationship Manager role at CalastoneRole Purpose - Calastone Australia is proud to have some of Australia's leading financial organisations as clients, and are looking for a bright, motivated, self-starting individual to maintain and build these relationships at a key account...

  • Relationship Manager

    4 weeks ago

    Sydney, New South Wales, Australia Calastone Full time

    Relationship Manager (Sydney, Australia)______Calastone Australia is proud to have some of Australia's leading financial organisations as clients, and are looking for a bright, motivated, self-starting individual to maintain and build these relationships at a key account level. The candidate will be driven to meet the needs of each client, ensuring they are...

  • Relationship Manager

    4 days ago

    Sydney, New South Wales, Australia Calastone Full time

    Relationship Manager (Sydney, Australia)______Calastone Australia is proud to have some of Australia's leading financial organisations as clients, and are looking for a bright, motivated, self-starting individual to maintain and build these relationships at a key account level. The candidate will be driven to meet the needs of each client, ensuring they are...

  • Relationship Manager

    2 days ago

    Sydney, New South Wales, Australia Rest Full time $80,000 - $120,000 per year

    Company Description Supporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholdersClosing date: 12th September 2025  Please note Rest does not accept speculative resumes from recruitment agencies Rest will review applications prior to the closing date and may close the role...

  • Relationship Manager

    3 weeks ago

    Sydney, New South Wales, Australia Westpac Full time

    Join or sign in to find your next jobJoin to apply for the Relationship Manager role at WestpacJoin to apply for the Relationship Manager role at WestpacGet AI-powered advice on this job and more exclusive features.Job DescriptionCreate your best future and join Westpac as a Relationship Manager.Job DescriptionCreate your best future and join Westpac as a...

  • Relationship Manager

    3 weeks ago

    Sydney, New South Wales, Australia Westpac Full time

    Join or sign in to find your next jobJoin to apply for the Relationship Manager role at WestpacJoin to apply for the Relationship Manager role at WestpacGet AI-powered advice on this job and more exclusive features.Job DescriptionCreate your best future and join Westpac as a Relationship Manager.Job DescriptionCreate your best future and join Westpac as a...

  • Relationship Manager

    4 weeks ago

    Sydney, New South Wales, Australia Iress Full time

    Join to apply for the Relationship Manager role at Iress 5 days ago Be among the first 25 applicants Join to apply for the Relationship Manager role at Iress Get AI-powered advice on this job and more exclusive features.See yourself being part of a large, transformational change? This could be the role for youAt Iress, we make things happen We believe...