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Business portfolio manager

Sydney
beBeeBusiness
Posted: 26 August
Offer description

About ANZ Business Banking Managers

We shape a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our customers.


Job Role Overview

As an experienced banking professional, you will play a key role in helping to retain and grow existing customer portfolios which focuses on delivering tailored, profitable solutions for the business and client.

You will be responsible for managing high volumes of inbound calls and proactively reaching out to customers through structured outbound lead campaigns.

Delivering exceptional customer service to a diverse range of clients within a team-managed portfolio is also a priority.

You will drive customer retention and foster growth among existing business clients, understanding their aspirations and supporting them in achieving their business development and expansion goals.

Achieving performance targets across a balanced scorecard framework is essential to your success in this role.

Additionally, you will actively engage with existing small business customers to strengthen relationships, manage a shared customer portfolio in coordination with your team, and collaborate effectively with Lighthouse and CSO enablement teams to enhance customer outcomes.


Key Responsibilities

* Manage relationships to deliver value-driven outcomes that benefit both the customer and the business.
* Partner with individuals or organizations to pursue strategic initiatives and opportunities that generate commercial value.
* Provide strong customer support by understanding their needs and offering relevant products, services, or thoughtful solutions.
* Assess and manage credit by evaluating customer creditworthiness, advising on risk, and structuring suitable credit options in line with internal policies and professional judgment.

You are not expected to possess 100% of these skills. At ANZ, we encourage continuous learning and growth, so if you have most of these things in your toolbox, we'd love to hear from you.


About You

To succeed in this role, you will ideally bring:

* Exceptional relationship-building skills to deliver value-driven outcomes that benefit both the customer and the business.
* The ability to partner with individuals or organizations to pursue strategic initiatives and opportunities that generate commercial value.
* Strong customer support skills by understanding customer needs and offering relevant products, services, or thoughtful solutions.
* Credit management skills to assess and manage customer creditworthiness, advise on risk, and structure suitable credit options in line with internal policies and professional judgment.


Why Join Us?

At ANZ, you'll be part of an organization where diversity, inclusion, and accessibility are valued. We offer a range of benefits, including flexible working arrangements, access to health and wellbeing services, and discounts on selected products and services from ANZ and more.

We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself.

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