Small Business Financial Solutions Specialist

1 week ago

Wonthaggi, Victoria, Australia beBeeCustomer Full time $80,000 - $120,000
Job Description

To excel in this role, you will play a pivotal part in supporting business clients with tailored financial solutions. Your primary responsibilities will include undertaking sales-related requirements for a diverse portfolio of small business customers.

Key Responsibilities:
  • Establish and nurture relationships with business partners to create and drive new opportunities and support our customers.
  • Develop and manage sales opportunities & national leads across the organization.
  • Expand our customers' financial footprint and undertake retention-related activities for existing customers.
  • Conduct thorough credit analysis and approve requests for increased limit requirements.
  • Provide coaching, lead actions, and model best practices across the broader business.
Requirements:
  • A genuine passion for delivering exceptional customer service.
  • Demonstrated experience in a lending or financial advisory role.
  • Proven ability to manage complex customer relationships and the credit process.
  • Strong financial and business acumen.
  • Problem-solving, time management, critical thinking, and negotiation skills.
About This Role

This is an exciting opportunity to work in a dynamic environment where everyone feels valued and supported. We believe that diversity and inclusion drive innovation and help us deliver better outcomes for our customers and communities.

  • Expert in Small Business Financial Solutions

    2 weeks ago

    Wonthaggi, Victoria, Australia beBeeSpecialist Full time $90,000 - $120,000

    Business Banking SpecialistDescription:We are seeking a Business Banking Specialist to join our team. As a key member of our business banking division, you will be responsible for building and maintaining strong relationships with our small business customers.Key Responsibilities:Undertake sales-related activities to identify new business opportunities and...

  • Small Business Financial Specialist

    2 weeks ago

    Wonthaggi, Victoria, Australia beBeeLender Full time $100,000 - $150,000

    Job DescriptionThe Small Business Banker role entails supporting business clients with lending needs.Sales and Customer Service: Provide sales support for a portfolio of small business customers, build relationships with partners to create new business opportunities, and enhance customer experiences.Credit Analysis and Approval: Conduct credit assessments...

  • Small Business Banker

    1 week ago

    Wonthaggi, Victoria, Australia Nab Full time

    OverviewSmall Business Banker - Melbournerole atNAB.Join NAB to apply for this role and support business clients with up to $2 million in lending.ResponsibilitiesUndertake sales related requirements for a portfolio of Small Business customers.Build relationships with Business Partners to create and action new business opportunities and support our...

  • Small Business Banker

    2 weeks ago

    Wonthaggi, Victoria, Australia NAB Full time

    OverviewSmall Business Banker - Melbourne role at NAB. Join NAB to apply for this role and support business clients with up to $2 million in lending.ResponsibilitiesUndertake sales related requirements for a portfolio of Small Business customers.Build relationships with Business Partners to create and action new business opportunities and support our...

  • Small Business Banker

    2 weeks ago

    Wonthaggi, Victoria, Australia NAB Full time

    OverviewSmall Business Banker - Melbourne role at NAB. Join NAB to apply for this role and support business clients with up to $2 million in lending.ResponsibilitiesUndertake sales related requirements for a portfolio of Small Business customers.Build relationships with Business Partners to create and action new business opportunities and support our...

  • Small Business Banker

    2 weeks ago

    Wonthaggi, Victoria, Australia NAB Full time

    OverviewJoin to apply for the Small Business Banker - Warragul, VIC role at NABJoin to apply for the Small Business Banker - Warragul, VIC role at NABOur people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation and creates strong, lasting customer relationships as we strive to be...

  • Small Business Banker

    2 weeks ago

    Wonthaggi, Victoria, Australia NAB Full time

    OverviewJoin to apply for the Small Business Banker - Warragul, VIC role at NABJoin to apply for the Small Business Banker - Warragul, VIC role at NABOur people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation and creates strong, lasting customer relationships as we strive to be...

  • Small Business Banker

    2 weeks ago

    Wonthaggi, Victoria, Australia NAB Full time

    Join to apply for the Small Business Banker - Warragul, VIC role at NABManage a portfolio of diverse customers while building quality key referral partners in your local area, with face-to-face time highly encouraged, giving you the confidence to create strong connections with your networks.Experience exciting momentum with support from awesome...

  • Small Business Banker

    2 weeks ago

    Wonthaggi, Victoria, Australia NAB Full time

    Join to apply for the Small Business Banker - Warragul, VIC role at NABManage a portfolio of diverse customers while building quality key referral partners in your local area, with face-to-face time highly encouraged, giving you the confidence to create strong connections with your networks.Experience exciting momentum with support from awesome...

  • Small Business Banker

    2 weeks ago

    Wonthaggi, Victoria, Australia Nab Full time

    OverviewSmall Business Banker - Melbourne role at NAB.Join NAB to apply for this role and support business clients with up to $2 million in lending.ResponsibilitiesUndertake sales related requirements for a portfolio of Small Business customers.Build relationships with Business Partners to create and action new business opportunities and support our...