Transaction Banking Professional

1 week ago

Melbourne, Victoria, Australia beBeeBanking Full time $90,000 - $110,000

Transactional Banking Specialist

We are seeking a skilled professional to join our team in the financial services sector. In this role, you will be responsible for identifying and addressing the transactional banking needs of new and existing customers.

Key Responsibilities:

  • Identify and address the transactional banking needs of new and existing customers
  • Effectively manage an active sales funnel, including taking next actions/steps and reflecting the correct opportunity status in the sales cycle
  • Support customers' shift towards digital adoption, improve cash management practices and help connect them across the organisation through referrals to support their ongoing and future needs
  • Deliver relationship excellence by having meaningful conversations with small business customers
  • Proactively manage risk; meet all policy and compliance requirements; perform controls; adhere to Process and Procedures pertinent to role; and escalate events, issues or breaches as they are identified
  • Meet performance goals set in financial goals

Required Skills and Qualifications:

  • A sound understanding of transactional products and services is desired
  • Outstanding communication and interpersonal skills suited to a contact centre environment
  • Comprehensive knowledge of business / commercial practices
  • You need ambition, and you need to be an enthusiastic self-starter
  • Ability to effectively manage conflicting priorities and competing stakeholder expectations
  • A degree in business or finance will be viewed highly
  • Solutions-based experience is advantageous

Benefits:

We offer a diverse and inclusive workplace where our differences are celebrated, and our contributions are valued. We provide flexible working arrangements, competitive financial and lifestyle benefits, and opportunities for career growth and development.

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