Client Relationship Officer

3 days ago

Sydney, Australia ScotPac Full time

Banking & Finance
Client Services

We're on the hunt for fresh talent, with a hunger for learning, a curious mindset and appetite for growth to join us as a Client Relationship Officer.

Our Purpose

We are on a big journey at ScotPac pushing the boundaries of SME lending. We started our journey over 30 years ago with a very relationship focused approach helping the SME market with their cashflow requirements. Customer relationships remains in our DNA.
We want to make it even easier for businesses to obtain the finances that they need to thrive and grow in today’s marketplace with disruptive experiences and products.

How you'll make an impact:
In this role, you will use your passion for building relationships and delivering solutions to support the Client Relations team in delivering the best possible service to our clients.
You will anticipate clients’ needs and provide appropriate financial solutions to give our clients every chance of success.

What you'll do:

- Conduct accurate verification calls to perform due diligence on client’s debtor accounts to support our lending
- Monitor risk by detecting and rectifying potential client breaches of policy
- Be a part of the lending process and carry out risk assessments
- Assist the Client Relations team with monthly portfolio reviews
- Support the credit review process

What you’ll bring with you:

- A passion for customer service excellence
- Previous experience in a similar role or experience within the financial services industry would be ideal
- Accounting / Finance background preferred
- High attention to detail
- Strong ability to work as a member of a team
- Excellent communication skills both verbal and written
- Strong numeracy and financial analysis skills
- Excellent time management and prioritization skills
- Excellent level of initiative and problem-solving skills
- Strong knowledge of Microsoft Word, Excel and Outlook

What We Bring:

- We support all types of flexible working that allow you to balance your work, your life and your passions.
- Wellness benefit centered around your physical, mental, financial and social health including a $299 allowance to spend on your health each year.
- Birthday leave.
- Leave incentive policy
- Mental Health Relief Day.
- Paid Parental Leave
- Collaborative and inclusive culture - everyone is friendly and happy to help.
- Support of ongoing professional development and professional certifications.
- Charity events with all donations doubled by the company + 2 days volunteer leave per year

Our clients come from all walks of life and so do we. A key foundation at ScotPac is respect and care and this is true no matter your background. We believe diversity makes our thinking stronger and our company greater. If this aligns with your foundations, we’d love to hear from you.

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