Relationship Manager

1 day ago

Brisbane, Queensland, Australia Moneytech Full time $104,000 - $130,878 per year

Relationship Manager- Corporate

Moneytech is a rapidly growing, non-bank commercial lending business with a national presence. Moneytech provides a range of working capital products – Debtor Finance, Trade Finance and Term loans, as well as Equipment Finance.

As a Corporate Relationship Manager, you'll manage a portfolio of clients and products, ensuring best-in-class service, careful risk management, and optimal returns for Moneytech. You'll build strong relationships, drive client retention, and actively seek opportunities to cross-sell products.

Key Responsibilities:

  • Promote client retention through strong, sustainable relationships and exceptional service.
  • Oversee daily funding requirements with Account Managers, ensuring client needs are met within Moneytech's product and risk frameworks.
  • Ensure compliance is up to date (client reporting, post-settlement conditions).
  • Monitor client performance and minimize bad debts through close relationships and risk management.
  • Identify and convert cross-sell opportunities within your client portfolio.
  • Maximize profits through effective fee charging and cross-selling.
  • Complete credit submissions for facility variations, including financial and risk assessments.
  • Assist with smooth onboarding for new clients.
  • Resolve client queries, complaints, or disputes effectively.
  • Promote Moneytech's finance products and key attributes versus competitors.
  • Participate in projects to deliver new products and services.
  • Complete ad hoc tasks as required by senior leaders.
  • Seek process improvement opportunities.
  • Facilitate AML/KYC processes, including sanction screening and identity verification.
  • Complete all compliance training on time.
  • Embody Moneytech's core values and code of conduct.

The successful candidate will have the following:

  • 2+ years in commercial lending (trade finance, debtor finance, equipment finance, secured property lending, unsecured business lending, overdrafts, lines of credit).
  • 2+ years in Relationship Management or customer-facing roles in finance.
  • Experience in credit assessment and non-conforming loans.
  • Strong knowledge of Microsoft Suite, especially Excel.
  • Comfortable with manual processes in a fast-paced environment.
  • Highly adaptable, collaborative, and able to work under pressure.
  • Strong problem-solving skills and attention to detail.
  • Ability to work autonomously and take initiative.
  • Valid Australian driver's license and own vehicle for client site visits.

Key Relationships:

  • Internal: Operations Managers, Relationship Managers, Account Managers, Credit & Collections, Settlements, Sales, Finance & Treasury.
  • External: Corporate customers, key advisors, foreign exchange service providers.

Why Moneytech?

You'll be supported, challenged, and proud to be part of a team that values creativity, technology, and people.

If you have outstanding interpersonal skills and are motivated, determined, detail oriented and ethical with a collaborative approach, we would love to hear from you.

Please submit your application now

No recruitment agencies please.

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