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Professional banking specialist

beBeeSpecialist
Posted: 13 December
Offer description

Job Opportunity: Financial Services Specialist


Are you looking for a challenging and rewarding role in financial services? We have an exciting opportunity for a highly skilled individual to join our team as a Financial Services Specialist.



Key Responsibilities:



* Proactively manage risk, ensuring all policy and compliance requirements are met.

* Apply relevant specialist knowledge and experience to understand, influence, and advise internal and/or external clients.

* Identify new business and referral opportunities and establish, develop, and utilize networks of internal and external contacts.

* Assess economic value and risk potential of new business.

* Prepare and submit business lending proposals outside own authorities with full justification for recommendations.

* Achieve and exceed business sales and deposit targets while actively supporting colleagues.

* Work with Internal Specialist partners to fulfill customer needs.

* Provide professional and ethical behavior in actions by ensuring compliance with external legislation, bank standards, and internal operating policies and procedures.




Requirements:



* Bachelor's degree or higher in a business-related field and/or postgraduate professional qualification would be ideal.

* 3-4 years of experience in sales and/or business lending (may include term mortgage or asset-based finance).

* Experience with BFS products and services, with emphasis on sales, lending, transactional/deposits, credit assessment, and Risk.

* Proven ability to form business relationships, both internal and external, and build appropriate networks.

* Bank of choice focus - Experience working with customers, uncovering their needs, and delivering appropriate solutions, building customer advocacy.

* Proactive resolution of customer complaints, taking ownership to resolve.




Diversity and Inclusion:


We strive to create an inclusive workplace where everyone feels valued and appreciated for being their authentic selves. Our Employee Resource Groups continue to foster an environment where all colleagues' unique backgrounds and identities are understood, respected, and celebrated.


If you think this role is the right fit for you, please visit our website to learn more about the application process and submission guidelines.

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