Financial Relationship Manager

7 days ago


Adelaide, South Australia beBeeCustomer Full time $80,000 - $90,000

Drive success by building strong customer relationships and understanding their unique needs.

Key Responsibilities:
  • Achieve sales and referral targets with confidence.
  • Manage costs and revenues within budget.
  • Ensure lending margins are appropriate for each business relationship.
  • Create detailed lending submissions that meet compliance standards.
  • Thoroughly assess financial information, business circumstances, collateral, and credit risk.
Requirements:
  • Strong financial analysis skills and the ability to understand complex structures and manage credit risk.
  • Excellent communication, organizational, and time management skills.
  • A strong focus on customer service.
  • A degree in Business or Finance, or a postgraduate professional qualification (desirable).

Beyond Bank is one of Australia's largest 100% customer-owned mutual banks with a credit union heritage. We value Customer Obsessed, Empowering Communities, Right things, right way, Shared Ambition, and Championing Sustainability in everything we do.



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