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Portfolio Manager

3 weeks ago

Wonthaggi, Victoria, Australia beBeeBusiness Full time $90,000 - $120,000
About the Role

This challenging opportunity is ideal for a motivated and customer-focused professional to join our lending team.

As a Small Business Banker, you will be responsible for managing a portfolio of small business customers, building strong relationships with business partners, and identifying new business opportunities.

You will work closely with internal stakeholders to manage lending and product requests, provide coaching and development opportunities to less experienced bankers, and drive customer portfolio risk and compliance.

The ideal candidate will possess excellent problem-solving skills, financial acumen, and experience in managing customer relationships and credit processes.

We are looking for a dynamic and passionate individual who is eager to make a difference in the lives of our customers.

Key Responsibilities:
  • Manage a portfolio of small business customers, providing exceptional customer service and identifying new business opportunities.
  • Build strong relationships with business partners, collaborating to create and action new business opportunities.
  • Work closely with internal stakeholders to manage lending and product requests.
  • Provide coaching and development opportunities to less experienced bankers.
  • Drive customer portfolio risk and compliance.
Requirements:
  • Demonstrated experience in a lending role, with a proven track record of success.
  • Excellent problem-solving skills, financial acumen, and experience in managing customer relationships and credit processes.
  • A strong passion for customer service and a commitment to delivering exceptional results.
What We Offer:

As a member of our team, you can expect a supportive and collaborative environment that encourages growth and development.

We offer competitive remuneration packages, comprehensive training programs, and opportunities for career advancement.

Join us in making a positive impact on the lives of our customers and contributing to the success of our organization.

About Us

We are a leading financial institution dedicated to helping individuals and businesses achieve their financial goals.

We pride ourselves on our commitment to customer service, innovation, and community engagement.

Our mission is to deliver exceptional results while maintaining the highest standards of integrity and ethics.