Business Banker, Business Retention Unit

5 days ago

Melbourne City Centre, Australia NAB Full time

Business Banker, Business Retention Unit
- Job number: 800159
- Primary position location: VIC- Melbourne CBD
- Category: Agri-Business
- Category: Banking & Financial Services
- Category: Business Analysis

**Show More**
- Work type: Permanent Full time
- Closing at: Apr 28 2025 - 23:55 AEST

**Favourite**

As a Business Retention Banker, you specialise in retaining customers across Business & Private Banking (B&PB), you will proactively and reactively engage customers, understand their needs, and provide them with holistic banking solutions.

The Business Retention Banker is responsible for effectively handling reactive and proactive retention enquiries and provide comprehensive advice to customers. You will conduct credit analysis and approve requests for increased limits up to your Delegated Commitment Authority (DCA).
- **Be supported to learn and grow whilst developing the career you want.**:

- **You’ll be part of a collaborative & high performing team**:

- **Dockland’s location**

Our people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation and creates strong, lasting customer relationships as we strive to be the most customer centric company in Australia and New Zealand.

In the role of Business Banker, Business Unit Retention, you will the team that’s putting the customers at the centre of everything you do.

**Each day, you’ll go above and beyond to**:

- Receiving inbound calls from customers and make proactive and reactive outbound calls to customers at risk of attrition
- Understanding our customers’ needs to provide tailored holistic banking solutions.
- Build relationships with Business Partners to create and action retention opportunities.
- Connect with customers across NAB’s Business & Private Bank to increase growth and focus on retention activities across existing portfolios.
- Retaining existing customers by offering appropriate financial solutions that add value to their lives.
- Action and manage Salesforce opportunities and national leads.
- Provide coaching, lead actions and role model great behaviours across the broader business.

**We’re looking for the brightest to deliver the best for our customers. You’ll need**:

- Demonstrated Banking and Finance knowledge, particular focus in lending experience may include term /mortgage loan or asset-based finance)
- Previous Retail or Business banking experience working with customers, uncovering their needs, and delivering on customer needs (Including credit support functions).
- Previous strong customer phone-based experience is beneficial.
- Strong record of accomplishment of meeting role-based targets.
- Problem solving, critical thinking and negotiation skills.
- Exceptional communication skills coupled with superior stakeholder management experience.

**A diverse and inclusive workplace works better for everyone**
We know that our people make us who we are. That's why we have built a culture of equity and respect - where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all NAB colleagues’ unique backgrounds and identities are understood, respected and celebrated.

**Join NAB**

**_ Unsolicited CVs from agencies will not be accepted._

  • Small Business Banker – Melbourne, VIC

    3 days ago

    Melbourne City Centre, Victoria, Australia NAB - National Australia Bank Full time $80,000 - $120,000 per year

    Small Business Banker – Melbourne, VICJob number: 802462Primary position location: VIC- Melbourne CBDCategory: Business BankingWork type: Fixed term Full timeWork type: SecondmentClosing at: Aug :55 AESTFavouriteManage a portfolio of diverse customers while building quality key referral partners in your local area, with face-to-face time highly encouraged,...

  • Business Banker Commercial Broker

    2 weeks ago

    Melbourne City Centre, Australia NAB Full time

    Business Banker Commercial Broker - Job number: 797856 - Primary position location: VIC- Melbourne CBD - Category: Banking & Financial Services - Category: Business Banking - Category: Business Development - Work type: Permanent Full time - Closing at: Jan 28 2025 at 23:55 AEDT **Favourite** - **Bring your experience in sales, lending or business banking...

  • Small Business Banker

    1 week ago

    Melbourne City Centre, Australia NAB Full time

    Small Business Banker - Job number: 796856 - Primary position location: VIC- Melbourne CBD - Category: Banking & Financial Services - Category: Business Banking - Work type: Permanent Full time - Closing at: Jan 26 2025 at 23:55 AEDT **Favourite** - **You’ll join a high-performing business, backing talented individuals**: - **We are empowered to make a...

  • Business Banker

    3 days ago

    Melbourne City Centre, Australia NAB Full time

    Business Banker - Commercial Broker - Job number: 801139 - Primary position location: VIC- Melbourne CBD - Category: Banking & Financial Services - Category: Business Analysis - Category: Business Banking **Show More** - Work type: Permanent Full time - Closing at: Aug 31 2025 - 14:00 AEST **Favourite** - Be part of a collaborative & high performing...

  • Small Business Banker

    2 weeks ago

    Melbourne, Australia NAB Full time

    Small Business Banker - Job number: 798472 - Primary position location: VIC- Melbourne inner - Primary position location: VIC- North East region - Category: Banking & Financial Services - Category: Business Banking - Category: Business Development **Show More** - Work type: Permanent Full time - Closing at: Mar 7 2025 at 23:55 AEDT **Favourite** At NAB we...

  • Small Business Banker

    3 days ago

    Melbourne, Victoria, Australia NAB - National Australia Bank Full time $90,000 - $120,000 per year

    Small Business Banker - MelbourneJob number: 802768Primary position location: VIC- South East regionCategory: Banking & Financial ServicesWork type: Permanent Full timeClosing at: Sep :55 AESTFavouriteBe supported to grow your career at NAB.Make a real difference for our customers and communities.Join a team of high performing individuals supporting business...

  • Small Business Banker

    2 weeks ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Location**: VIC- Melbourne CBD - At NAB we believe; banking involves a trusted bond between banker and our customer. _As a Small Business Banker, you will play an important role in retaining and growing a portfolio of existing small business customers in conjunction with acquiring new business through external...

  • Small Business Banker

    1 week ago

    Melbourne, Victoria, Australia NAB - National Australia Bank Full time $80,000 - $120,000 per year

    Small Business Banker - Warragul, VICJob number: 803663Primary position location: VIC- South East regionCategory: Business BankingWork type: Permanent Full timeClosing at: Oct :55 AEDTFavouriteManage a portfolio of diverse customers while building quality key referral partners in your local area, with face-to-face time highly encouraged, giving you the...

  • Small Business Banker

    3 days ago

    Melbourne, Victoria, Australia NAB - National Australia Bank Full time $80,000 - $120,000 per year

    Small Business Banker - Warragul, VICJob number: 802813Primary position location: VIC- South East regionCategory: Business BankingWork type: Permanent Full timeClosing at: Sep :55 AESTManage a portfolio of diverse customers while building quality key referral partners in your local area, with face-to-face time highly encouraged, giving you the confidence to...

  • Business Banker

    3 days ago

    Melbourne, Australia Commonwealth Bank Full time

    **Bring and grow your expertise in commercial lending as a Business Banker**: - **Join our supportive and collaborative Small Business Banking team at CBA**: - **We are on track on our journey to become Australia’s #1 Business Bank**: - **Location: Docklands, Victoria** **See yourself in our team**: At CommBank, our Small Business Banking team is...