Relationship Manager
7 days ago
We are seeking a highly skilled and experienced Relationship Manager to join our team at Latitude Financial Services. As a key member of our organization, you will be responsible for establishing and maintaining strong relationships with our brokers in Australia and New Zealand.
Key Responsibilities- Broker Support: Provide timely and accurate responses to broker inquiries, ensuring a seamless experience for our clients.
- Product Updates: Communicate product updates, policy changes, and promotional offers to brokers, maintaining regular contact to ensure they are well-informed.
- Quarterly Contact Plan: Work with the State Leader to create and execute a quarterly contact plan to drive broker utilization and growth.
- Scenario Workshops: Collaborate with brokers to workshop scenarios and assist with submitting and troubleshooting loan applications.
- Stakeholder Collaboration: Work with internal and external stakeholders to ensure excellent outcomes for brokers and customers, including managing deal scenarios, escalations, issue resolution, and training sessions.
- Broker Performance Monitoring: Monitor and analyze broker performance, identifying trends and areas for improvement to enhance their overall business performance and loan portfolio growth.
- Knowledge of Asset and Personal Lending Products: Possess a strong understanding of asset and personal lending products and processes.
- Lending Principles: Be able to articulate basic lending principles and understand relative laws, regulations, and guidelines pertaining to lending across both Australia and New Zealand.
- Customer Service Experience: Have previous experience in customer service and/or dealing with brokers, with a strong ability to build relationships and communicate effectively.
- Phone-Based Environment: Have experience working in a phone-based environment, building customers and B2B relationships.
- Account Management: Possess prior experience in an Account Management or Relationship Management role, with a strong ability to self-manage time, meet deadlines, and multitask.
- Communication Skills: Be an exceptional communicator with attention to detail, proficient in Microsoft Office Suite, and basic knowledge of CRM systems.
Latitude Financial Services is a leading provider of digital payments, cards, loans, and insurance solutions. We are committed to helping people shop and live better, living and breathing our values of Act Right, Show Care, and Be Curious.
We offer a range of benefits, including education support, a Better Giving program, and flexible work arrangements. Successful applicants will be required to complete a background check prior to commencement of employment. Only open to Australian or New Zealand Permanent Residents or Citizens.
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