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Business Product Originator

3 weeks ago


Sydney, New South Wales, Australia beBeeLending Full time $104,000 - $130,878

Commercial Lending Specialist

We are seeking an experienced Commercial Lending Specialist to join our team. As a Commercial Lending Specialist, you will play a crucial role in originating and initiating the fulfillment of business products for Small Business Banking customers.

The ideal candidate will have experience in commercial lending and/or B2B sales, excellent customer service skills, sound financial analysis skills, and commercial acumen. They will also have experience in facilitating conversations with customers to help understand their needs, managing a pipeline of opportunities to ensure we meet customers' expectations, and facilitating proactive customer contact.

In this role, you will be responsible for conducting non-face-to-face needs-based conversations for clients with an identified new opportunity, completing proactive outbound calls to existing Small Business Banking clients, and providing high-quality, timely, and exceptional support and customer service when dealing with internal and external stakeholders.

Key Responsibilities:

  • Originate and initiate the fulfillment of business products for Small Business Banking customers
  • Conduct non-face-to-face needs-based conversations for clients with an identified new opportunity
  • Complete proactive outbound calls to existing Small Business Banking clients
  • Provide high-quality, timely, and exceptional support and customer service when dealing with internal and external stakeholders

Requirements:

  • Experience in commercial lending and/or B2B sales
  • Excellent customer service skills
  • Sound financial analysis skills and commercial acumen
  • Experience in facilitating conversations with customers to help understand their needs, managing a pipeline of opportunities to ensure we meet customers' expectations, and facilitating proactive customer contact
  • FSRA Tier 2 Accreditation
  • Credit Approval Authority (CAA) Level 2 or willing to obtain this within 6 months