Financial Solutions Consultant

21 hours ago


Sydney, New South Wales, Australia beBeeBusiness Full time $150,000 - $200,000
Key Role: Business Banker

We are seeking experienced professionals to join our Small Business Banking team.

Our Purpose

Our purpose is to help Australian small businesses thrive by building deep relationships, understanding their business and personal goals, and delivering tailored financial solutions through expertise and specialist support.

Responsibilities
  • Originate and manage commercial lending solutions up to $1.25M, along with asset finance, merchant services, and everyday banking products.
  • Engage proactively with customers to understand their business and personal needs, offering insights and solutions that support their goals.
  • Represent the bank within your local business community, building awareness of our business banking proposition and hosting educational events.
  • Collaborate with internal stakeholders to strengthen referral partnerships and enhance service delivery.
Requirements
  • Proven experience in commercial lending or B2B sales.
  • Home lending experience and sound financial analysis skills.
  • Strong interpersonal and stakeholder engagement abilities.
  • Passion for small business customers or experience running a small business.
  • FSRA Tier 2 Accreditation.
  • Credit Approval Authority (CAA) Level 2 or willingness to obtain within 6 months.
  • Cert IV in Banking Services or equivalent (preferred).


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