Building Client Relationships

2 weeks ago

Brisbane, Queensland, Australia beBeeRelationship Full time $100,000 - $140,000

Job Overview

Retail Banking Services delivers a seamless banking experience to customers. We offer market-leading products and services supported by best systems and processes.

Third Party Banking is a dedicated sales and service support channel for mortgage business placed with Commonwealth Bank via mortgage brokers.

Make a Difference

As a Relationship Manager you will be passionate about customer service ensuring superior overall level of service is delivered to valued clients. You will drive profitable business by providing strong relationship and sales support management to client base of brokers and advisers promoting home loans and banking products.

You will:

  • Proactively develop your broker client base
  • Implement regular client-call and visitation program
  • Lead, support and demonstrate accountability for aggregator relationship
  • Support Platinum and Elite broker base
  • Use knowledge of banking products to achieve business unit sales and growth targets
  • Ensure consistently accurate technical loan structuring and policy support to brokers
  • Identify training and development needs driving continuous improvement of brokers' knowledge and service standards
  • Take ownership of customer needs identifying appropriate service and product solutions
  • Ensure settlements are maximised and customer retention risks are identified and proactively resolved
  • Deliver presentations to client groups attending banking and related promotional events networking and managing successful relationships
  • Be change advocate understanding regulatory initiatives incorporating changes into ongoing broker education
  • Deliver exceptional customer service in all dealings as reflected in positive survey results

Key qualities we're looking for include:

  • Excellent industry knowledge of local and national housing and mortgage broker markets
  • Prior experience and knowledge of mortgage/lending products and services
  • Demonstrated ability in sales business development and relationship management with strong interpersonal verbal and written communication skills
  • Commercial acumen and understanding of credit and risk policies
  • Current Australian driver's licence
  • Intermediate MS Excel skills and ability to perform statistical analysis preferred
  • Tertiary qualifications in related business field preferred

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