Senior Financial Services Representative

3 days ago

Maitland, New South Wales, Australia beBeeCommercial Full time

Job Description:

  • We are seeking an experienced Commercial Client Specialist to join our dynamic team. The ideal candidate will possess excellent communication skills, a strong attention to detail, and the ability to work independently in a fast-paced environment.
  • As a Commercial Client Specialist, you will be responsible for providing exceptional customer service to commercial clients, managing client relationships, and ensuring timely and accurate completion of client transactions.
  • You will work closely with Relationship Managers (RMs) and Portfolio Managers (PMs) to ensure satisfactory on-going monitoring of loans to clients and assist with timely collection of financial statements.
  • To succeed in this role, you must have a minimum of 5-7 years' experience in a financial institution supporting commercial clients, excellent analytical skills, and proficiency in Microsoft Office applications.

Required Skills and Qualifications:

  • Associate's degree in Business or equivalent work experience.
  • Minimum 5-7 years' experience in a financial institution supporting commercial clients.
  • Experience and demonstrated ability in understanding complex loan structures.
  • Strong analytical skills, with high attention to detail and accuracy.
  • Proficient in Microsoft Office applications, including Excel and Word.

Benefits:

  • 12 Paid Holidays
  • Generous Paid Time Off
  • 4% Match on our 401(k)
  • Medical, Dental and Vision Benefits
  • 100% Company Paid Life, AD&D Insurance, Short and Long Term Disability

Working Conditions:

  • This position is performed in a regular office work environment. Must be able to work independently from remote locations and within the office environment.
  • The incumbent will be expected to be able to work Monday through Friday, and work will mainly be performed at the Maitland location; occasional evening and weekend work may be required.

Qualifications Summary:

To apply for this exciting opportunity, please submit your resume and cover letter detailing your experience and qualifications. We look forward to hearing from you

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