Strategic Client Originator

1 week ago


Brisbane, Queensland, Australia beBeeRelationship Full time $98,765 - $123,456
Client Portfolio Manager

We are seeking a skilled Client Portfolio Manager to originate, retain and manage a portfolio of clients. This role will involve writing new to bank credit submissions, retaining existing quality customer files, and effectively managing customer issues and concerns.

This position requires strong customer management skills, with the ability to write compelling credit proposals and maintain a disciplined customer calling program. The ideal candidate will have a proven track record in achieving sales results, with experience in lending growth, revenue, and cross-sell targets.

The successful candidate will also possess excellent leadership skills, with the ability to ensure staff are adequately equipped to undertake their role. They will be able to manage and coach employees, develop staff expectations, and support staff in the development of their career and with career aspirations.

This is an exciting opportunity for a motivated and passionate professional who is committed to providing a better client experience. If you are a self-directed team player with a passion for origination and retention, we encourage you to apply.

About Us:

We are a leading regional bank that provides a genuine alternative for Australian financial services customers and employees. Our purpose is to create prosperity for our customers, shareholders and people through empathy, integrity and by making a difference. We value diversity and inclusion, and believe that our workforce should reflect the customers and communities that we serve.

Our Benefits:

  • Flexible working arrangements
  • Discounted financial products
  • Salary sacrificing options
  • Paid parental leave with no minimum
  • Paid volunteer days
  • Purchase annual leave
  • BUPA Corporate Plan
  • Employee Assistance Program (EAP)
  • A 'zero tolerance' to Domestic and Family Violence (DFV) with active support for employees experiencing DFV
  • Accessible work support through various practices, systems, office adjustments
  • Gym, shopping, technology and travel offers
  • 5 employee diversity network groups focusing on; First Nations Reconciliation Council, EPIC (LGBTIQA+), Multicultural, Gender and Early Career.

How to Apply:

We are committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply. Please submit your application to join our team.



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