Small Business Lending Specialist

5 days ago

Shepparton, Victoria, Australia beBeeCustomer Full time $120,000 - $180,000
Business Banking Professional

We are seeking an experienced Business Banking Professional to play a key role in delivering exceptional customer service and building strong relationships with our small business customers in the Goulburn Valley area.

Main Responsibilities:
  • Undertake sales-related requirements for a portfolio of small business customers relating to agribusiness & 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.
  • 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.
  • Manage lending and product requests for small business customers.
  • Understand customers' business needs to provide holistic banking solutions.
  • Accountable for managing customer complaints and escalations until resolution is reached.
  • Coach and develop 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).
Key Requirements:
  • A genuine passion for customer service.
  • A background in agriculture or agribusiness (preferred).
  • 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.

We value diversity and inclusivity in the workplace. We strive to foster an environment where everyone feels valued and appreciated for being their authentic selves.

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