Business Portfolio Manager

2 weeks ago

Sydney, New South Wales, Australia beBeeCustomerCentric Full time $150,000 - $175,000

Job Opportunity:

We seek a results-driven professional to manage our business banking portfolio. As a key member of our team, you will be responsible for identifying growth opportunities and providing expert advice to our diverse customer base.

Main Responsibilities:

  • Develop and implement strategies to enhance business relationships with existing customers.
  • Evaluate the economic value and risk potential of new business proposals.
  • Identify cross-selling opportunities and develop referral plans.
  • Prepare and submit high-quality lending proposals that meet client needs.
  • Ensure excellent customer service by fostering a culture of equity and respect.
  • Maintain compliance with regulatory requirements.

Key Requirements:

  • A passion for delivering exceptional customer experiences.
  • Excellent communication and interpersonal skills.
  • The ability to build strong relationships with internal stakeholders and external clients.
  • Strong analytical and problem-solving skills.
  • Experience in lending and financial analysis.

About Our Organisation:

We strive to create an inclusive environment where all colleagues feel valued and appreciated for their unique contributions.

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