
Commercial Portfolio Specialist
4 days ago
About this role
We are seeking a Relationship Manager to support the District Manager and Executive Manager in driving regional revenue and growth through excellent customer service, connecting customers to products, and effective risk management.
Key Responsibilities:
- Manage and grow a portfolio of business customers across commercial and small business channels in each regional market
- Provide value to customers by actively promoting our company at public events
- Design, implement and monitor an annual portfolio business, marketing, and business plan to achieve desired portfolio growth
- Build genuine relationships with key stakeholders and work collaboratively to drive a 'one team' approach ensuring support and service delivery as well as achieving customer and business needs
- Provide development opportunities for staff to allow the achievement of current and future objectives and desired staff satisfaction results
Requirements:
- Tertiary Qualifications in business or finance
- Demonstrated experience in financial services
- Exceptional organisation and planning skills
- Understanding and application of risk analysis, cash flow analysis, portfolio management, evaluation and analysis of profit projections, credit mediation, security requirements and credit checking
- Able to build strong relationships in relation to matters involving a wide range of stakeholders
- Demonstrates high ethical standards and integrity in all working relationships including being able to maintain strict confidentiality when required
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