Relationship Executive - Portfolio Management
Your Business
Business Bank (BB) offer a wide range of services and solutions to our small to medium enterprise customers and our regional and agribusiness customers.
Your Team
Small Business Banking VIC/TAS is primarily responsible for the origination and retention of new to bank and existing clients. Clients are sourced from accredited intermediaries and Small Business Banking VIC/TAS facilitates and supports relationships nationally.
Your Responsibilities
In your role as a Relationship Executive – Portfolio Management in VIC/TAS, you will be responsible for:
* Managing a portfolio of Small Business clients with a focus on growth and retention, delivering on CBA's purpose to Build a brighter future for all.
* Proactively identifying opportunities to assist clients in meeting their day-to-day financial needs and medium-term goals, by gaining an in depth understanding of their business and financial position.
* Actively pursuing the identification of opportunities to assist clients meet their day to day financial needs and medium-term goals by gaining an in depth understanding of client needs and providing them with solutions.
* Engaging with clients in the course of facility documentation and onboarding, to ensure transaction delivery within the client's timeframe and financial needs.
* Engaging and collaborating with specialists to deliver the most appropriate tailored financial solutions.
* Maintaining a close relationship with Risk Management, promoting an in depth understanding of the client, industry and transaction specifics to maximise efficiency in the lending and relationship management process.
* Building a network of local internal and external contacts to assist the origination of new business, new clients and the gathering of competitive intelligence.
Your Skills and Experience
* Extensive experience in managing a client portfolio with proven business originations outcomes.
* Demonstrated knowledge of bank products and financial services products and services
* Experience in a sales or relationship management role in Business Banking or Corporate banking is desirable
* Numerical / analytical ability and accuracy
* Tertiary qualifications in commerce, business or related field are desirable
If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We're keen to support you with the next step in your career.
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Advertising End Date: 20/08/2025
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