Strategic Customer Portfolio Manager

2 days ago

Sydney, New South Wales, Australia beBeeGrowth Full time $120,000 - $170,000
High Growth and Emerging Corporate Opportunities

A dynamic role with extensive exposure across complex customer groups:

  • Bridge relationship management expertise with financial analysis and cash flow lending knowledge.
  • Go beyond the average banking experience by embracing innovative and high-energy team culture.

A fulfilling career that unlocks your potential:

The High Growth and Emerging Corporate (HGEC) team provides comprehensive financial solutions and risk management for diverse customer segments. Our expert advisors deliver exceptional, consistent customer experiences through a holistic advisory approach, supporting customers across various industries including retail, wholesale, manufacturing, industrial, and e-commerce.

As a senior banking professional, you will proactively manage key customer relationships, meeting their needs by providing tailored solutions via cost-effective channels. Your banking acumen will enable you to oversee full portfolio management, driving business growth through existing customers, new acquisitions, and expense optimization.

What does this role entail?

  • Develop and manage a portfolio of strategic HGEC clients, identifying opportunities for expansion and retention.
  • Identify and pursue new business opportunities, leveraging internal and external networks to drive income targets.
  • Evaluate economic value and risk potential for new business prospects.
  • Enhance the credit risk profile and profitability of assigned portfolios.
  • Collaborate with cross-functional teams to ensure seamless transitions for HGEC clients.
  • Sales - Develop and execute targeted sales campaigns, promoting tailored Bank products and services within established parameters.
  • Drive individual and team performance excellence through coaching and mentoring.
  • Implement annual business plans for allocated customer portfolios.
  • Support the Deal Structuring & Execution team in proposal preparation outside authorized authorities, justifying recommendations with thorough industry and business analysis.
  • Lead and guide indirect reports.

To succeed in this role, you will possess:

You are likely to be an experienced corporate/banking professional with a degree in business or a postgraduate qualification (CA, PY, ACCA, MBA, CIB). Strong experience in business banking and/or credit assessment is highly desirable. Particularly, experience in relation to HGEC segment operations, combined with a comprehensive understanding of commercial practices, BFS products, and services, emphasizing sales, lending, credit assessment, and control expertise. Proven relationship management/customer-facing experience is essential.

At our organization:

We strive to serve our customers exceptionally well and contribute to community prosperity. We support critical infrastructure and industries, including schools, hospitals, roads, and farm businesses that produce 93% of daily domestic food supply.

We believe in people with innovative ideas and dreams, aiming to help them achieve their aspirations. We work together to deliver outstanding results that exceed expectations. Our passion for creating value and exceeding expectations drives us to continually redefine excellence standards.

We value diversity of thought, style, and working arrangements to ensure our workforce reflects the communities we serve. This enables our thinking, solutions, and products to be the best they can be.

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