Executive Customer Portfolio Manager

1 week ago


Hobart, Tasmania, Australia Australia and New Zealand Banking Group Limited (ANZ) Full time

Role Overview


We are seeking an experienced Executive Customer Portfolio Manager to join our Emerging Corporate Team in Australia.


This is a unique opportunity to partner with a Relationship Manager to support a portfolio of Diversified customers in all aspects of customer service, compliance, processes, system and governance.



Key Responsibilities:

  • Maintain a well-managed portfolio compliant with all relevant policies and procedures.
  • Maintain control of workflows across all compliance and customer fulfilment processes.
  • Act in the best interest of the customer and applying a customer-centric approach.
  • Proactively develop and maintain a detailed understanding of customer business and financial needs.
  • Provide appropriate solutions towards account maintenance and simple customer requests.
  • Support the management of a portfolio of Diversified Industries customers.
  • Collaborate with Product Partners and other stakeholders to fulfill customer needs.
  • Engage diversified teams when required.


Requirements:

  • Data analysis: Collecting, profiling and analysing data to translate into meaningful insights to inform business decisions and deliver customer solutions.
  • Credit Analysis: The ability to assess a customer's ability to fulfill their credit obligations, considering both qualitative and quantitative factors such as character, capital, capacity to repay, collateral (security) and conditions (the 5Cs of credit).
  • Fulfilment: The end-to-end execution of a process, or part thereof, to achieve a customer or end user outcome.
  • Able to support credit approval activities with competency in credit assessment and management.


What We Offer:

  • A competitive salary range between AU$90,000 - AU$110,000 per annum.
  • An attractive benefits package including access to health and wellbeing services and discounts on selected products and services from ANZ.
  • The opportunity to work with a diverse team in a dynamic environment.


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