Relationship Manager - Bathurst NSW

Unity Bank; Bathurst; On-site; AUD 90,000 - 120,000; Full time

Job summary

Unity Bank invites you to join our Business Banking team as a full-time Relationship Manager. You will help members with residential and commercial lending, build and maintain networks, and represent the Bank at industry events.

You will lead end-to-end loan processes, achieve sales targets, provide tailored financial solutions, and work with a collaborative team across communities. Prior experience and FSR II accreditation are valued.

Qualifications

• 5+ years as a Relationship Manager in financial services with commercial lending.
• FSR Tier II Accredited.
• Strong brand advocate with results orientation.

Responsibilities

• Achieve sales targets and grow the lending portfolio for residential and commercial borrowers.
• Provide expert, tailored financial solutions for members.
• Maintain and grow relationships within established networks and identify new business opportunities.
• Manage end-to-end loan process from application to settlement and customer experience.

Skills

Relationship management

Commercial lending

Sales target focus

Communication

Education

Certificate IV in Financial Services/Mortgage Broking

Tools

Microsoft Office

Job description

YOUR ORGANISATION

Come and join a collaborative and supportive team that works with purpose to empower its members to be confident about their financial future.

Our Bank is member focussed, and values driven. As one of Australia’s leading mutually owned banks with over 60,000 members, assets in excess of $3.7 billion, we have the capacity and capability to continue to invest in new products and services for the benefit of our members and the industries and communities in which we operate.

YOUR OPPORTUNITY

Our Business Banking team currently has an excellent career opportunity for a full-time Relationship Manager. This position is ideal for someone who has demonstrated consumer and commercial lending and relationship development skills and who would thrive by looking after the best interests of our members.You will need to enjoy engaging with our community members, which would include representing the Bank at workplace visits and attending industry and trade union events. The key aspects of your new role include:

• Achieving sales targets and growing the lending portfolio in both residential and commercial channels
• Providing expert and appropriately tailored financial solutions for members
• Maintaining and continuing to grow relationships in established networks, whilst identifying and maximising opportunities to develop new business
• Managing the end-to-end customer experience for loan products (application to settlement)

YOUR PROFILE

You are a collaborative service professional who will:

• have at least five (5) years’ experience as a Relationship Manager in Financial Services with an understanding of Commercial lending.
• FSR Tier II Accredited
• be a consistent advocate of our brand
• be results oriented with the capacity to identify and convert new business opportunities
• be proactive and able to work well independently when required, well organised and able to prioritise effectively
• will be able to build strong relationships in relation to matters involving a wide range of stakeholders
• be competent in the use of office technology, including Microsoft products
• Certificate IV in Financial Services/Mortgage Broking would be desirable

We’ve built a values-based team and nurture a culture where our members are at the forefront of what we do. As a member of the Diversity Council of Australia, we recognise the benefits that diversity brings to our organisation. We strive toward a collaborative culture which capitalises on the diverse skills, backgrounds and experiences of our employees.

You must be a permanent resident or Australian citizen to be considered for this position. Only shortlisted candidates who meet the above criteria will be contacted.