Broker Engagement Manager
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We are seeking an experienced Broker Engagement Manager to join our team. In this role, you will be responsible for developing and executing a structured call plan to build excellent B2B relationships with a portfolio of brokers. This includes building awareness of our products and services through regular contact and ongoing training of brokers.
As a key member of our team, you will work closely with brokers to identify sales opportunities and deliver on sales targets. You will also ensure our bank is well-represented and promoted at state-based development events and regular calling strategy to regional brokers.
This role requires strong business development skills, including effective segmentation of a large portfolio of brokers and application of appropriate strategies to achieve multi-tier KPIs. You will represent the broker team through attendance at partner professional and industry development days, which may require interstate travel.
Additional responsibilities include proactively monitoring processes to achieve continuous improvement and delivering outstanding broker and customer outcomes. You will develop, implement and monitor a broker calling program to ensure regular contact, product offering and brand awareness amongst your broker and aggregator partners.
Required qualifications include 7+ years in banking/financial services and previous relevant experience in a similar role in the banking industry. Experience in all aspects of residential home loans, with a strong understanding of credit assessment, is also essential. Demonstrated success in implementing structured call plans and knowledge of financial services codes and acts are required.