Small Business Finance Strategist

1 day ago

Melbourne, Victoria, Australia beBeeSpecialist Full time $80,000 - $150,000

Commercial Lending Specialist Opportunity

We are seeking a highly skilled Commercial Lending Specialist to join our team. This is an exciting opportunity for a professional to leverage their expertise in commercial lending and develop strong relationships with business owners.

As a Commercial Lending Specialist, you will be responsible for working with small businesses across Australia to understand their financial needs and provide tailored solutions. You will have the opportunity to work in a high-performing team and contribute to the success of your branch.

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with customers and stakeholders. You will also have a strong understanding of commercial lending principles and be able to analyze complex financial data.

In this role, you will facilitate great customer conversations, identify new business opportunities, and develop proactive solutions to meet the changing needs of our customers. You will be accountable for business development within your local business community and will support retention of client relationships by providing a premium service.

Key Responsibilities:

  • Work with small businesses to understand their financial needs and provide tailored solutions.
  • Build strong relationships with customers and stakeholders through exceptional customer service.
  • Identify new business opportunities and develop proactive solutions to meet the changing needs of our customers.
  • Contribute to the success of your branch by developing and implementing effective business strategies.

Requirements:

  • Sound financial analysis skills and commercial acumen.
  • Excellent interpersonal skills and stakeholder engagement/management skills.
  • Facilitating conversations with customers to understand needs, managing a pipeline of opportunities and facilitating proactive customer contact.
  • Prioritizing small business customers or experience in managing a small business.
  • FSRA Tier 2 Accreditation.
  • Credit Approval Authority (CAA) Level 2 or willing to obtain this within 6 months.
  • Formal training to support Home lending discussions (Cert IV in Banking Services qualifications preferred).

Our culture is built on values, talent development, collaboration, flexibility, and internal promotion. We take accountability for securing and enhancing the financial wellbeing of people, businesses, and communities.

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