Commercial Portfolio Specialist

4 days ago


Dubbo, New South Wales, Australia beBeeRelationship Full time $99,800 - $144,999

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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