Small Business Financial Specialist

1 day ago


Melbourne, Victoria, Australia beBeeFinancial Full time $90,000 - $110,000

Job Opportunity:

We are seeking a skilled Small Business Financial Specialist to join our sales force in Melbourne. As a key member of the team, you will be responsible for building and maintaining strong relationships with Small Business customers, leveraging your knowledge of Home Lending and Business Lending to deliver exceptional customer experiences.

Key Responsibilities:

  • Develop and execute strategies to acquire and retain Small Business customers, working closely with referral partners and internal stakeholders.
  • Collaborate with colleagues across departments to provide comprehensive solutions that meet the unique needs of each customer.
  • Utilize industry insights and market trends to stay ahead of the competition and drive business growth.
  • Maintain accurate records of customer interactions, sales performance, and market analysis.

About the Role:

As a Small Business Financial Specialist, you will be responsible for developing and executing strategies to acquire and retain Small Business customers. You will work closely with referral partners and internal stakeholders to identify opportunities and build strong relationships with customers.

What We Offer:

  • A competitive salary package, including bonuses and benefits.
  • Ongoing training and development opportunities to enhance your skills and career prospects.
  • A dynamic and collaborative work environment that fosters innovation and creativity.
  • A comprehensive rewards program, offering discounts on banking products and services.

Requirements:

  • Minimum 2 years' experience in Small Business and Home Lending, with a proven track record of achieving sales targets.
  • Strong understanding of the financial sector, including market trends and competitor analysis.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with customers and colleagues alike.
  • Ability to work independently and as part of a team, with a high level of organization and time management skills.


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