Small Business Financial Specialist

1 week ago

Melbourne, Victoria, Australia beBeeAdvocacy Full time $90,000 - $130,000
Small Business Financial Specialist

We are seeking an experienced Small Business Financial Specialist to support our customers and drive business growth.

Key Responsibilities:

  • Provide expert financial guidance and develop long-term relationships with your customers.
  • Help deepen local relationships and achieve stronger customer advocacy within your community.
  • Leverage your passion, expertise, and customer-centric values to make a real impact.

About the Role:

In this position, you will have the opportunity to work with a diverse range of small businesses and entrepreneurs, providing tailored financial solutions to help them achieve their goals.

You will be responsible for managing financial services requests up to $2 million and home lending up to $5 million, while also identifying opportunities to grow our customer base and increase advocacy.

What We're Looking For:

  • Motivation to build genuine personal connections with our customers and empower them to feel confident and bring their business dreams to life.
  • Experience in financial planning or retail banking and navigating credit processes.
  • Strong customer and relationship management skills, with a passion for networking and growing your portfolio.
  • Problem-solving, critical thinking, and negotiation skills.

About Our Organization:

We are committed to creating a culture of equity and respect, where everyone feels valued and appreciated for being their authentic selves. Our Employee Resource Groups foster an inclusive environment, where all colleagues' unique backgrounds and identities are understood, respected, and celebrated.

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