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Small to medium enterprise relationship manager

Shepparton
beBeeRelationship
Posted: 28 August
Offer description

About Our Business

We focus on building strong, long-term relationships with business owners to help them achieve their goals.


About the Role

As a Senior Associate in Small to Medium Enterprise Banking, you will be responsible for establishing and maintaining a network of trusted business relationships, identifying opportunities to drive growth through acquisition, increasing share of wallet, and referrals.


Main Responsibilities

* Demonstrate a deep understanding of customers' businesses and financial needs by gathering relevant information and analyzing market trends
* Act in the best interest of customers and apply a customer-centric approach to support their business needs, ensuring they receive tailored solutions
* Provide expert advice on account management and customer needs, ensuring seamless communication and timely resolution of queries
* Maintain a well-managed portfolio that meets regulatory requirements and company policies
* Collaborate with product partners and stakeholders to deliver exceptional customer experiences


Requirements

* Prior experience in commercial banking frontline roles and commercial lending is essential
* Excellent relationship-building skills, with the ability to manage multiple customer relationships and handle service queries efficiently
* Strong communication and interpersonal skills to effectively engage with customers, colleagues, and stakeholders
* A high level of attention to detail when reviewing agreements and contracts to ensure accuracy and compliance
* The ability to assess customers' creditworthiness and prioritize tasks to meet deadlines

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