We are seeking a skilled professional to manage client portfolios, focusing on growth and retention.
Key Responsibilities
* Manage a portfolio of clients with lending up to $3M, focusing on growth and retention.
* Assist clients in meeting their financial needs by gaining an understanding of client requirements and providing tailored solutions.
* Engage clients in facility documentation to ensure relationship continuity is delivered in the client's timeframe.
* Collaborate with specialists to deliver appropriate financial solutions.
* Maintain a close relationship with Risk Management to maximize efficiency in the lending and relationship management process.
* Manage risk responsibilities including portfolio compliance obligations such as annual reviews, facility maturities, and arrears monitoring.
Requirements
* Experience in managing client portfolios with proven business originations outcomes.
* Demonstrated knowledge of bank products and financial services.
* Experience in sales or relationship management roles in business banking or corporate banking is desirable.
* Numerical/analytical ability and accuracy.
* Tertiary qualifications in commerce, business, or related fields are desirable.