Assistant Relationship Manager

2 months ago

Sydney, Australia Bank of Queensland Full time

**About the Role**
The successful applicant will assist the Relationship Manager Broker with the ongoing management of their client base. The role predominantly involves end to end administration including deal structure, serviceability and workflow management through to settlement.

Key Responsibilities include:

- Liaise with internal stakeholders (credit, operations, CSC & middle office) as well as clients, accountants, solicitors and relevant 3rd parties to ensure efficient settlement of each deal
- Answer inbound enquiries and providing exceptional customer service to external/internal clients including regularly updating the client on file progress
- Assist with multiple product distribution by assisting the Relationship Manager Brokers to identify cross sell opportunities within existing client base
- Monitoring ongoing needs of existing client base and work with Relationship Manager Broker to review and where necessary, update the clients banking solutions
- Prepare Escrow Funding Notices and submit to Lending Operations for payment once returned.

**About you**
Some of the key qualities and experience to be successful in this role include:

- Degree preferable
- Experience in banking preferable
- Relationship management experience would be highly desirable
- Ability to read Self employed Financials and determine serviceability.
- Good understanding of Lending products.
- Strong organisational skills and effective time management
- Excellent attention to detail
- Ability to take a proactive approach

**About Us**
BOQ is one of Australia’s leading regional banks and provides a genuine alternative for Australian financial services customers and employees. Our purpose is to create prosperity for our customers, shareholders and people through empathy, integrity and by making a difference. Our ambition is to be known as the bold challenger bank; with multi-brands that are digitally enabled with a personal touch.

BOQ is passionate about providing opportunities for you to develop your career as we continuously adapt and deliver in a transformational and collaborative environment with a strong focus on community.

BOQ’s Inclusion vision is to foster a workspace that values and leverages difference and creates new possibilities, a place where our people feel confident to bring their best selves to work every day. We embrace difference and believe that our workforce should reflect the customers and communities that we serve.

In 2021 BOQ Group was awarded a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality citation.

**Our Benefits**
- Flexible working arrangements
- Discounted financial products
- Salary sacrificing options
- Paid parental leave with no minimum
- Paid volunteer days
- Purchase annual leave
- BUPA Corporate Plan
- Employee Assistance Program (EAP)
- A ‘zero tolerance’ to Domestic and Family Violence (DFV) with active support for employees experiencing DFV
- Accessible work support through various practices, systems, office adjustments
- Gym, shopping, technology and travel offers
- 5 employee diversity network groups focusing on; First Nations Reconciliation Council, EPIC (LGBTIQA+), Multicultural, Gender and Early Career.

**How to Apply**

The Bank of Queensland is committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply.

If you are successful for a role with the Bank of Queensland, it is a condition of employment that background screening is completed to ensure that the Bank complies with its obligations under the Anti-Money Laundering and Counter Terrorism Financing Act. These checks may include, but are not limited to: identity, verification, reference checks, criminal background checks, immigration checks, verification of academic qualifications, bankruptcy checks.

Job Reference: BOQ01905

  • Assistant Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia The Turner Group Full time

    We currently have available a newly created Assistant Relationship Manager role in the commercial financial services sector.Our client is committed to maintaining and growing its presence in the SME banking segment and is resourcing its operations to ensure the highest level of customer service and product penetration.You will provide full relationship and...

  • Assistant Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia Bank of Queensland Full time

    About the RoleThe successful applicant will assist the Relationship Manager Broker with the ongoing management of their client base. The role predominantly involves end to end administration including deal structure, serviceability and workflow management through to settlement.Key Responsibilities include: Liaise with internal stakeholders (credit,...

  • Assistant Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia TR3 Recruitment Full time

    Contribute to the management and growth of a portfolio of clients providing specialised banking services. Support and engage with your customer base to help them prosper and reach their financial goals.• Assist with a range of financial analysis and assessments for a diverse portfolio of customers• Develop and maintain strong customer relationships with...

  • Assistant Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia Westpac Full time

    How will I help?Rock-solid relationships are at the heart of every commercial banking decision we make. In this strategic role you'll work closely with Senior Relationship Managers across a varied portfolio to make sure those connections are second to none. Westpac commercial is committed to sharing the journey with the industry and ensuring they are...

  • Assistant Relationship Manager

    4 weeks ago

    Sydney, Australia AMP Full time

    Assistant Relationship Manager If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking. For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our...

  • Assistant Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia Credit Suisse Full time

    Your field of responsibilitySalary Range: AUD $80,000 - AUD $95,000 A resultsoriented front role in an environment that works closely with Relationship Managers and assists in handling client relationships An outstanding opportunity to combine your interest in client consultation as well handson operational tasks A function that collaborates closely with...

  • Assistant Relationship Manager

    4 weeks ago

    Sydney, Australia UBS Full time

    Australia - Business management, administration and support - Global Wealth Management **Job Reference #** - 291621BR **City** - Sydney **Job Type** - Full Time **Your role** - Do you want to proactively go the extra mile with us to help clients? Are you focused on - the details, even when under pressure?- a results-oriented front role in an environment...

  • Assistant Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia UBS Full time

    Australia Business management, administration and support Global Wealth ManagementJob Reference #BRCity SydneyJob Type Full TimeYour role Do you want to proactively go the extra mile with us to help clients? Are you focused on- the details, even when under pressure?- a results-oriented front role in an environment that works closely with Relationship...

  • Assistant Relationship Manager

    3 weeks ago

    Sydney Central Business District, Australia HAYS Full time

    A well-organised international bank is urgently looking for an assistant relationship manager in Sydney. Your new company Join a global bank in Sydney who transforms and capitalises on trends and has successfully adapted to the ever-changing market for over 20 years. They have a strong presence and have well-developed corporate, treasury, investment...

  • Assistant Relationship Manager

    4 weeks ago

    Sydney, Australia The Turner Group Full time

    We currently have available a newly created Assistant Relationship Manager role in the commercial financial services sector. Our client is committed to maintaining and growing its presence in the SME banking segment and is resourcing its operations to ensure the highest level of customer service and product penetration. You will provide full relationship...

  • Relationship Credit Assistant Manager

    2 weeks ago

    Sydney, New South Wales, Australia Australia and New Zealand Banking Group Limited (ANZ) Full time

    Relationship Credit Assistant Manager -Agribusiness Relationship Credit Assistant Manager -Agribusiness Req ID: Department: DSI Agribusiness Division: Australia Commercial Location: Sydney About the roleAt ANZ our purpose is to shape a world where people and communities thrive. We're making this happen by improving our customers' financial wellbeing so...

  • Assistant Relationship Manager

    2 weeks ago

    Sydney Inner Suburbs, Australia Suncorp Group Full time

    What you'll do Draft and assist to complete of credit proposals. Extract and analyse financial statements, cash flow forecasts and other complex financial reports, providing accurate assessments. Assist the Relationship Manager with miscellaneous administration of the client portfolio ensuring all documentation and customer files are maintained in accordance...

  • Assistant Relationship Manager

    4 weeks ago

    Sydney, Australia AMP Limited Full time

    If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking. For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even...

  • Assistant Relationship Manager

    4 weeks ago

    Sydney, Australia AMP Limited Full time

    If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking. For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even...

  • Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia RELX Full time

    Job Purpose: The Relationship Manager is responsible for proactively managing existing customers, building and nurturing relationships within a defined territory. The portfolio consists of ~100 small to mid-sized clients in NSW, SA, Perth. The role will be tasked with upselling variety of LexisNexis products, identifying opportunities to grow accounts,...

  • Assistant Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia AMP Limited Full time

    If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking.For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even more...

  • Relationship Credit Assistant Manager

    2 weeks ago

    Sydney, New South Wales, Australia Australia and New Zealand Banking Group Limited Full time

    Select how often (in days) to receive an alert: Relationship Credit Assistant Manager -Agribusiness Department: DSI Agribusiness Division: Australia Commercial Location: Sydney About the role At ANZ our purpose is to shape a world where people and communities thrive. We're making this happen by improving our customers' financial wellbeing so they can...

  • Relationship Manager

    1 month ago

    Sydney, Australia RELX Full time

    Job Purpose: The Relationship Manager is responsible for proactively managing existing customers, building and nurturing relationships within a defined territory. The portfolio consists of ~100 small to mid-sized clients in NSW, SA, Perth. The role will be tasked with upselling variety of LexisNexis products, identifying opportunities to grow accounts,...

  • Relationship Manager

    2 weeks ago

    Sydney, Australia LexisNexis Full time

    Job Purpose: The Relationship Manager is responsible for proactively managing existing customers, building and nurturing relationships within a defined territory. The portfolio consists of ~100 small to mid-sized clients in NSW, SA, Perth. The role will be tasked with upselling variety of LexisNexis products, identifying opportunities to grow accounts,...

  • Relationship Manager

    4 weeks ago

    Sydney, Australia RELX Trading Australia Pty Limited Company Full time

    Job Purpose: The Relationship Manager is responsible for proactively managing existing customers, building and nurturing relationships within a defined territory. The portfolio consists of ~100 small to mid-sized clients in NSW, SA, Perth. The role will be tasked with upselling variety of LexisNexis products, identifying opportunities to grow accounts,...