Relationship Manager

6 days ago

Sydney, New South Wales, Australia Ubank Full time $80,000 - $120,000 per year

At Ubank, we empower the digital generation to achieve financial success. Think of us as your daily money companion, offering a unified view of your finances with smart features and real-time insights. Save more, track spending, and achieve home ownership faster with Ubank.

You believe that Australians need to do business with companies that genuinely put their interests first and you want to start the movement to achieve this. You are passionate about the financial services industry stepping up the value to customers and believe it starts with supporting mortgage brokers.

The Relationship Manager is responsible to identify and work with a portfolio of brokers and business development managers to drive new business opportunities, provide exceptional customer service, thrive to achieve targets and build relationships.

Key Responsibilities

  • Identify and work with a portfolio of mortgage brokers to build a deep relationship
  • Achieve home loan settlement volume and agreed KPIs
  • Hold regular virtual broker training sessions
  • Virtually work with new and existing brokers and their staff to promote ubank products and understanding of Ubanks process including a deep understanding of credit.
  • Communicate effectively with internal teams.
  • Discuss loan scenarios and structures with mortgage brokers
  • Attend broker and Aggregator functions - when instructed by the State Manager
  • Clearly communicate Ubank's value propositions
  • Monitor compliance and address issues of non-compliance by leading coordinated interventions as required to improve compliance awareness, and processes as required

Your Experience

  • Strong Mortgage Broker industry knowledge
  • You will be comfortable working autonomously and will be able to work to deadlines
  • Great communication skills, both written and verbal and the ability to master group presentations
  • A problem-solving and collaboration skillset
  • Strong attention to detail
  • Financial services experience is preferable
  • Maintain a current non-restrictive Australian Drivers Licence

Why Ubank?

  • Innovation with impact: From meaningful work to amazing benefits, we equip you with the tools and support to drive real change - so your ideas don't just stay ideas, they become impact.
  • Collaborative, supportive & fun: We believe innovation is a team sport. It comes from a special kind of culture that's highly collaborative and gives people the support they need to thrive.
  • Build something great: Ubank is where ambition meets opportunity. We don't just talk about change - we give you the tools, trust, and support to make it happen.
  • Freedom to be yourself: We celebrate individuality and give you the flexibility to work in ways that suit your style. Our hybrid working model lets you balance connection and autonomy.
  • Accelerate your Career: With clear paths for career development, your potential won't just be recognised, it'll be accelerated.

We acknowledge the Traditional Custodians of our local area.

This Sydney-based permanent role requires Australian or New Zealand citizenship or permanent residency.

We welcome applicants of all backgrounds, and our Talent team is excited to connect with you.

Apply now with your CV and explore this exciting opportunity

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