
Financial Partners for Small Businesses
2 days ago
Job Title: Business Financial Partner
- You will be responsible for delivering personalized financial solutions to small business customers and providing exceptional customer service.
- Work closely with customers to understand their financial needs and provide tailored banking solutions that meet their requirements.
- Responsibilities include conducting financial analysis, approving loan requests, managing lending and production requests, and owning relationship-related activities.
- Assess economic value and risk potential of new business opportunities and provide expertise and insights on business options while being empowered with a balance of risk for growth and innovation.
- This role requires experience in an inbound sales contact center or a distributed business model specializing in solutions and relationship management.
- A tertiary qualification in a business-related discipline is highly regarded.
About This Role:
- As a key partner to small business customers, you will work across multiple touchpoints to deliver seamless support and ensure their financial needs are met.
- We have a strong focus on making it easy for customers by providing holistic support at all stages of their business cycle, including residential and commercial lending, cash flow solutions, and other strategic and transactional needs.
Our Business:
- We are a dynamic and engaged division providing full-service support to our valuable small business customers to support their business growth and personal journey across face-to-face, video, phone, and digital channels.
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