Business Growth Specialist

2 weeks ago

Melbourne, Victoria, Australia beBeePortfolio Full time $130,000 - $170,000
Job Title

Relationship Executive Portfolio Management Job Summary:

This role is crucial in delivering on the bank's purpose to build a brighter future for all. As a Relationship Executive - Portfolio Management, you will be responsible for managing a portfolio of Small Business clients with a focus on growth and retention.

Your Key Responsibilities
  • Manage a portfolio of Small Business clients to drive growth and retention by identifying opportunities to assist them in meeting their day-to-day financial needs and medium-term goals.
  • Pursue opportunities to assist clients meet their day-to-day financial needs and medium-term goals by providing tailored financial solutions through collaboration with specialists.
  • Engage with clients during facility documentation and onboarding to ensure timely delivery and meet their financial needs.
  • Maintain close relationships with Risk Management to maximize efficiency in lending and relationship management processes.
  • Build networks of local internal and external contacts to support new business origination, new clients, and competitive intelligence gathering.
Requirements
  • Extensive experience in managing client portfolios with proven business originations outcomes.
  • Demonstrated knowledge of bank products and financial services.
  • Experience in sales or relationship management roles in Business Banking or Corporate Banking (desirable).
  • Numerical and analytical skills with accuracy.
  • Tertiary qualifications in commerce, business, or related fields (desirable).

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