
Small Business Financial Advisor
2 weeks ago
As a small business financial advisor, you will play a key role in retaining and growing a portfolio of existing small businesses within your local area, while acquiring new clients through strategic partnerships.
About the Role- Understand customers' needs to provide tailored banking solutions.
- Grow revenue and drive customer advocacy, to increase the portion of customers who consider us their preferred bank.
- Manage lending requests up to $1 million, and home lending up to $5 million.
- Engage with our Retail Branch and Broker network to enhance portfolio performance and customer outcomes.
- Bachelor's degree in any field (or relevant experience)
- At least 2 years of business or retail banking experience
- Excellent understanding of the SME Market and local area knowledge
- Strong customer and relationship management skills
- Problem solving, critical thinking and negotiation skills
We are committed to building a culture based on trust, respect and diversity. If you have a passion for helping small businesses and are looking for a challenging role, we invite you to apply.
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