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Client Relationship Officer
3 weeks ago
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:
- Provide outstanding client service and support via multiple communications channels.
- Support security validations to ensure ongoing accuracy in lending decisions.
- Monitor customer trends though data analytics.
- Assist the Client Relations team with monthly portfolio reviews.
- Assist in the credit oversight and review process.
What you’ll bring with you:
- Customer-focused individual with a passion for delivering exceptional service.
- Previous experience in banking & finance preferred but not essential.
- Strong ability to work as a member of a collaborative & supportive team.
- Excellent verbal and written communication skills.
- Strong capabilities in numerical literacy and financial analysis.
- Exceptional ability to manage time effectively and prioritise tasks.
- Demonstrates outstanding initiative and problem-solving prowess.
What We Bring:
- An opportunity to gain valuable experience with guidance and mentorship from leading industry experts.
- We support all types of flexible working that allow you to balance your work, your life and your passions.
- Wellness benefit centred 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 annum.
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