Building Partnerships Specialist

7 days ago

Sydney, New South Wales, Australia beBeeRelationship Full time $140,000 - $150,000
Customer Relationship Manager Role

A Sydney-based opportunity has become available for an experienced professional to join a leading financial institution, supporting a critical portfolio of health clients.

This role is ideal for someone who thrives on building strong relationships and delivering tailored financial solutions to professionals in the healthcare sector.

Key Responsibilities:
  • Take full ownership of a customer portfolio, focusing on retaining, growing, and attracting profitable relationships with business lending needs.
  • Manage and expand your client base, ensuring each customer receives personalized and expert banking support.
  • Meet both financial and non-financial targets, including revenue growth, market share expansion, and high levels of customer satisfaction.
  • Engage with clients, advisors, and industry influencers to deepen relationships and enhance the external brand presence.
  • Structure business lending transactions in line with credit appetite, policies, and procedures.

As a Customer Relationship Manager, you will also be responsible for coaching and developing your aligned Corporate Analyst, fostering a collaborative and high-performing partnership.

About You

To be successful in this role, we are looking for a strong candidate who can come in and hit the ground running.

The ideal candidate should possess a degree, although experience is most valued.

They should have a demonstrated aptitude for Banking, Finance, and Industry niches, along with a business development background.

An understanding of credit, risk, and security is essential, as well as a solid grasp of contracts and documentation.

Additionally, the candidate should exhibit energy, initiative, and a proactive approach to selling and relationship management.

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