Customer Relationship Manager

Bendigo Bank; Bacchus Marsh; On-site; AUD 80,000 - 110,000; Full time

Benefits offered by this job

Health and wellbeing support

Private health insurance options

BEN U corporate university

Employee Assistance Program (EAP)

Job summary

Bendigo Bank in Victoria is seeking a Customer Relationship Manager to deliver an exceptional banking experience, guiding customers through lending journeys from first home buyers to seasoned investors.

You will build lending leads, nurture relationships via our CRM, and apply credit analysis to ensure favorable outcomes while growing community connections. This permanent, full-time role sits in Bachus Marsh with on-site work and a strong benefits program.

Qualifications

• Extensive experience in customer service or sales.
• High level of understanding of lending products, policies and regulations.
• Ability to build relationships and rapport with customers and colleagues quickly, assess their needs and a develop a holistic view of their situation.
• Highly developed credit analysis skills.
• An understanding of small business offerings.
• Consumer lending experience – this is essential.

Responsibilities

• Deliver an exceptional customer experience by helping customers meet their end-to-end banking needs.
• Build a pipeline of lending leads and nurture relationships through the CRM.
• Guide customers through the lending process to achieve positive lending outcomes.
• Leverage credit analysis expertise to assess needs and support decisioning.
• Build community connections with the branch and local stakeholders.
• Engage in on-the-job learning and career development opportunities.

Skills

Customer service

Lending product knowledge

Relationship building

Credit analysis

Small business offering knowledge

Consumer lending experience

Job description

It starts here. With Bendigo Bank… and you.

We’ve never been ‘just a bank’. Just like you should never be ‘just an employee’. We’re united in our belief that in banking, better can be bigger, and together we’re making it happen.

Your role as a Customer Relationship Manager is to deliver an exceptional experience by working with customers to meet their end-to-end banking needs.

Whether you’re guiding first home buyers create a plan to purchase, or supporting a seasoned investor, you’ll play an integral part of helping our customers through the lending journey and driving growth.

In this dynamic and high-impact role, you’ll make your mark by:

• Building a pipeline of lending leads. Keeping track of and nurturing these relationships throughout their buying journey using our CRM.
• Guiding customers through the lending process, giving them peace of mind that we’re here to help them achieve their goals.
• Leveraging your credit analysis expertise and understanding of customer needs ensuring positive lending outcomes for all and to future ready your customers for financial success.
• Building strong, relationship-centric connections with the community, the branch, and Branch Manager to deliver effective lending outcomes for customers.
• Embracing an attitude of lifelong learning. Bring your brilliant mind, and we’ll help you take your career to the next level with on-the-job training and other learning opportunities.
• Building connections. A role at Bendigo Bank means supporting our customers, giving back and making our communities a better place… while having some fun along the way!

This is a permanent, full-time position located in Bachus Marsh

What you’ll bring to the role

To succeed in this role, you’ll consistently deliver exceptional customer service. We’d love you to have:

• Extensive experience in customer service or sales
• High level of understanding of lending products, policies and regulations
• An ability to build relationships and rapport with customers and colleagues quickly, assess their needs and a develop a holistic view of their situation
• Highly developed credit analysis skills
• An understanding of small business offerings
• Consumer lending experience – this is essential

Our Community Banking model

Community Banking operates on a shared revenue model based on 'profit-with-purpose'. This approach ensures that the profits generated are reinvested directly into the communities that create them, funding local initiatives such as infrastructure improvements, event sponsorships, and scholarship programs. By joining a Community Bank branch, you become part of a dedicated team focused on promoting local growth and nurturing meaningful relationships. Our branch staff are actively engaged in community events, providing support to small businesses, and addressing the specific needs of the community.

So, why work with us?

• Want big impact that matters? Here, you’ll know your work directly benefits the customers and communities we all serve.
• Want to be more than just a number? Join a team that truly values you – and that gets more and more diverse, every day.
• Want career opportunity and flexibility? You can achieve so much here, with flexible policies and a team that believes in you.

You’ll also get access to a great range of benefits, including:

• Health and wellbeing support, including discounted gym memberships, private health insurance options, and our Employee Assistance Program (EAP) for you and your immediate family members.
• Our corporate university ‘BEN U’ to take your learning to the next level.

We’re making better, bigger. And we’ll get there with you.

We believe a diverse workforce supported by an inclusive culture is central to our success, and we’re all about recruiting the best people, regardless of gender, age, disability, religion, sexual orientation or cultural background. To ensure that you feel supported and are set up for success, please don’t hesitate to reach out if you require any adjustments to the application or interview processes.

Screening and interviews may commence prior to closing date.

We are committed to responding to all candidates, regardless of the outcome of your application.