Associate Relationship Manager/Relationship Manager

5 days ago

Sydney, New South Wales, Australia Lumi Full time

Associate Relationship Manager/Relationship Manager
Who is Lumi?
We're a leading Fintech small business lender fuelling growth by making finance more accessible.
We deliver fast & flexible funding designed to meet the unique needs of Australian businesses.
With over $1.5 billion funded since 2018 and backing for 15,000+ small businesses, we're trusted for our speed, high quality service, and tailored approach.
Working at Lumi
We are building a culture where you can grow and make a difference for customers.
We are looking for people to join us on this journey who are passionate, curious and great problem solvers.
We are incredibly proud of our awards, including most recently our Deputy CEO, Anna Hawter, receiving the Finnies' 2025 Outstanding FinTech Leader of the Year award.
We also ranked in the top #3 on the 2024 Australian Financial Review BOSS Best Places to Work Banking, Superannuation and Financial Services list, 2023 Best Workplace Diversity Award by FinTech Australia and the 2022 Empowering Innovation Affie Award.
We also ranked #36 among the fastest-growing technology companies in Australia in the 2022 Deloitte Technology Fast 50 Australia.
We foster a workplace where everyone feels a sense of belonging and respect and can reach their full potential.
If you need any adjustments for a fair recruitment process, please let us know when applying.
Our Values
Egos at the door
We own.
We don't judge.
We don't blame.
We are open.
We are in this together.
We are respectful.
See the customer
We show up.
We understand.
We anticipate.
We do what we say.
We genuinely focus on solutions.
Think lean
We make things simple.
We are resourceful.
We understand the problem.
We think ahead.
Learn to grow
We are curious.
We challenge.
We try.
We fail forward.
We learn.
We try again.
The Role
Full ownership of a customer and broker from first enquiry through to settlement
Working closely with the BDM team and their brokers, communicating conditions and decision outcomes via email, slack or phone
Identifying opportunities with customers and brokers to maximise each deal and achieve the best possible outcome for all stakeholders
Objection handling any concerns with our customers or brokers effectively
Providing a high level of customer service and sales conversions
Working closely with internal stakeholders to seek approval for loans in line with customer needs & Lumi policies
Some experience in B2B telephone sales
Proven record of managing a pipeline
Business lending experience (desirable)
Experience working for a FinTech or in financial services (desirable)
Excellent communicator, both written and verbal
Ability to multitask and maintain a swiftly moving pipeline
Ability to develop strong working relationships with new business and existing customers
Commercially minded
Curious, positive & self-starting
Ability to work well with other people and build good relationships
Perks & Benefits
Wellbeing: Free counselling, seasonal activities, Wellbeing Allowance, wellness room, flu shots
Work Life: Home Workspace Allowance, Purchased Leave, Parental Leave, Parental Flex Leave, Lumi Life Leave for challenging events, breastfeeding/expressing space
Social & Food: Monthly lunches, regular celebrations, stocked kitchen, beer & kombucha on tap, board games, ping pong, rooftop BBQs
Rewards & Recognition: Competitive pay, referral bonuses, shout-out recognitions
Career & Growth: Advancement opportunities, higher education sponsorship, hackathons
Seniority level
Associate
Employment type
Full-time
Job function
Sales and Business Development
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