Small Business Financial Specialist

2 weeks ago

Bendigo, Victoria, Australia beBeeBanker Full time $90,000 - $123,000

Key Role:

We are seeking a highly skilled and motivated professional to fill this key role. As a key player in our team, you will be responsible for building relationships with business partners, creating and executing new business opportunities, and providing holistic banking solutions to small business customers.

Core Responsibilities:

  • Undertake sales related requirements for a portfolio of Small Business Agri & Diversified customers
  • Build relationships with Business Partners to create and action new business opportunities and support our customers
  • Action and manage Salesforce opportunities & national leads
  • Increase our customers 'Mybank' footprint and undertake retention related activities for existing customers
  • Perform credit analysis and approve requests for temporary excesses/increased limit requirements
  • Provide coaching, lead actions and role model great behaviours across the broader business
  • Managing lending and product requests for small business customers
  • Understanding customers business needs to provide holistic banking solutions
  • Increasing the portion of 'Mybank' customers within the portfolio with the number of interactions and referrals
  • Accountable for managing customer complaints and escalations until resolution is reached
  • Coaching and development of less experienced bankers within the team and developing associates
  • Drive customer portfolio risk and compliance
  • Establish and maintain Working Relationships with key stakeholders (Retail, NAB Partners and other Business Partners)

What We're Looking For:

  • A genuine passion for delivering exceptional customer service
  • Demonstrated experience in a lending role
  • Experience in managing customer relationships, and the credit process
  • A strong financial/business acumen
  • Problem solving, time management, critical thinking and negotiation skills

NAB Culture:

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