
Strategic Client Manager
1 week ago
Job Opportunity
A Perth based opportunity has become available for an experienced Business Development Specialist within a regional bank. The role is to originate, retain and manage a portfolio of clients.
The client group is defined as mid-market and SME customers. This role achieves growth results and manages relationships with risk and staff.
Key Responsibilities
- Client Management: Originate new to bank credit submissions, retain existing quality customer files, effectively manage customer issues and concerns, maintain a disciplined customer calling program, and retain and build advocacy with existing quality customers.
- Risk Assessment: Undertake reviews of customers in portfolios, identify and manage weak and deteriorating credit, meet reporting, review and covenant requirements, maintain satisfactory compliance standards, and adhere to company policies and origination standards.
- Sales Performance: Achieve lending growth, revenue, and cross-sell targets by originating, winning, and settling new to bank prospects, engaging customers, referral partners, including branches and third parties who have capability to introduce new clients directly, proactively seeking new lending opportunities and cross-selling from existing customer base, and achieving sustainable and profitable growth.
- Leadership Skills: Ensure staff are adequately equipped to undertake their role, manage and coach employees, develop staff expectations, manage and coach to these, support staff in the development of their career and with career aspirations, and provide leadership within the team.
About You
As a professional approach at all times, strong communication skills, thinking outside the square, exceptional stakeholder engagement capability, self-directed, motivated team player passionate about providing a better client experience are required.
About Us
We are one of Australia's leading regional banks and provide 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.
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