You will be working for a publicly listed Finance company that specialises in the provision of Invoice, Equipment, and Trade Finance to Australian SMEs, with offices all over Australia and is growing rapidly. This role is based in their North Sydney office, close to public transport links.
You will be working with the Client Relationship team, with responsibility for managing your own dedicated client base, balancing a high level of client service with monitoring and managing risk. You will be supported by a dedicated Assistant Relationship Manager, and work closely with the collections, risk, and operations teams.
The company is technology focused to be able to provide exceptional service to clients and their referral network, while managing risk and operations efficiently and effectively.
You will be working in an autonomous role for a dynamic and forward-thinking business that has a friendly team environment that offers learning & career development.
The role:
- Managing a portfolio of c.35 clients, from start-ups to mid-size companies in any industry
- Portfolio accountability in customer service & client retention
- Portfolio Risk Management, supported by advanced analytics and the risk team
- Management of clients funding requirements
- Mentoring and training of your Assistant Relationship Manager
- Client and Debtor Credit Approvals
- Settlement and onboarding of new clients
- Providing ideas to improve client service and our technology platform
To be successful in this role, you must have the following essential criteria:
- At least 5 years relationship management experience gained within the finance industry, with an understanding of debtor finance
- First class communication skills both written and verbal
- Ability to work autonomously as well as be a part of a team
- Adapts to change, shows initiative and comfortable making decisions
- Ability to manage deadlines and prioritise work
- Very focused on the provision of first-class customer service
- Intermediate to advanced skills with MS Office products
- Tech savvy with an aptitude to learn new platforms quickly