Customer Portfolio Manager

5 days ago

Sydney, New South Wales, Australia beBeeRelationship Full time $80,000 - $150,000
Job Description:

As a key member of our national team, you will be responsible for supporting senior property relationship managers and their customer portfolios. You will work closely with customers to deepen relationships and provide relevant solutions across all commercial banking product suites.

Key responsibilities include onboarding new customers, obtaining necessary information and documentation, completing application forms, and managing ongoing portfolio maintenance.

You will also build strong relationships with customers via phone and email, with opportunities to participate in customer visits and contribute to the growth and success of our business.

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