About The Role
We are seeking a skilled Relationship Executive to manage a diverse range of clients in Adelaide.
* Originate and retain new business opportunities by building strong relationships with clients and their accountants.
* Drive the direction and performance of the health portfolio, including client acquisition, volume/margin targets, and maintaining primary client relationships and customer satisfaction.
* Collaborate proactively with clients and their accountants to understand their financial objectives and implement plans to achieve these goals.
About You
To succeed in this role, you will possess:
* Previous experience in commercial lending, preferably with small or medium business experience.
* A strong ability to meet Key Performance Indicators (KPIs) and possess excellent analytical skills.
* Exceptional relationship management skills to build long-lasting relationships with clients.
* Strong problem-solving abilities to provide tailored solutions to customers' financial needs.
* Solid commercial acumen and an unwavering customer focus.
Benefits
At our organization, we strive to create an exceptional work environment that nurtures both your professional and personal growth. Our comprehensive benefits package includes:
* Flexible working arrangements to balance your work and personal life.
* Discounted financial products across the Group.
* Salary sacrificing options to maximise your take-home pay.
* Paid parental leave with no minimum requirements.
* Additional annual leave purchase option.
* Discounted private health insurance plan.
* Employee Assistance Program (EAP) for personal and professional support.
* Access to employee network groups.
* Pride in Diversity membership.
We are committed to creating a workplace where everyone feels valued and supported. If you share our values, we encourage you to apply for this exciting opportunity.