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Small business relationship manager

Ballarat
beBeeBanker
Posted: 28 August
Offer description

Key role in our organization involves undertaking sales-related activities for a portfolio of small businesses.


About the Role

This position requires building relationships with business partners to create and action new business opportunities, supporting customers, and managing Salesforce opportunities and national leads.

* Develop and execute sales strategies for assigned portfolio of small businesses.
* Establish strong relationships with business partners to drive growth and customer satisfaction.
* Manage and track Salesforce opportunities and national leads, ensuring timely conversion into sales.
* Engage in retention activities to maintain existing customer base.
* Analyze credit requirements and approve temporary excesses or increased limit requests.
* Coach and mentor team members on best practices and behaviors.
* Oversee lending and product requests for small businesses, providing holistic banking solutions.
* Address customer complaints and escalations until resolution is reached.
* Foster development of less experienced bankers within the team.
* Drive risk management and compliance across the customer portfolio.

We seek candidates who possess:

* A genuine passion for delivering exceptional customer service.
* Background in agriculture or agribusiness (desired).
* Demonstrated experience in lending roles.
* Proven ability to manage customer relationships and credit processes.
* Strong financial acumen.
* Excellent problem-solving, time management, critical thinking, and negotiation skills.

We strive to be an inclusive workplace where everyone feels valued and respected. We encourage applications from all qualified candidates.

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