Assistant Relationship Manager

Role Overview

• Assist the District Manager or Relationship Manager to manage our relationships with customers within their assigned portfolio tier
• Attend to client queries, ensuring all queries are responded to in a timely and professional manner and in keeping with established service standards
• Assist the Relationship Managers with miscellaneous administration of the customer portfolio ensuring all documentation and customer files are maintained in accordance with Suncorp’s policies and procedures
• Extract and analyse financial statements, cash flow forecasts and other complex financial reports, providing accurate assessments
• Identify an acceptable level of lending risk, in line with our Risk Appetite Statement, and to maximise profit from that transaction
• Support and demonstrate a risk management culture in line with Suncorp’s values
• Proactive identification and escalation of risks and issues related to your role responsibilities
• Comply with our complaint resolution process to resolve the matter, maintain our high service standards and mitigate further risks / losses
• Build strong and genuine relationships with key stakeholders and work collaboratively to drive a ‘one team’ approach ensuring effective support and service delivery, and achieving customer and business needs
• Contribute to developing a positive and proactive Safety and Wellbeing culture including meeting all safety and wellbeing compliance requirements
• Engage in initiatives and opportunities to continuously build skills, knowledge and capability.

Requirements

• Demonstrated experience in roles requiring growth and retention of a customer base
• Demonstrated experience in financial services and customer focus
• Knowledge of the Group’s banking, insurance and life products and processes
• Sound understanding and knowledge of Financial Services Legislation requirements
• Strong interpersonal skills
• using appropriate behavioural styles to develop relationships and influence others
• Strong communication
• a demonstrated ability to convey and explain information, coherently and confidently
• Credit skills
• understanding and application of risk analysis, cash flow analysis, portfolio management, evaluation and analysis of profit projections, property valuation, credit mediation, security requirements and credit checking
• Strong analytical skills and attention to detail
• Ability to make effective decisions in a timely manner
• Demonstrated commercial acumen
• ability to recognise and implement business strategies to drive profitable growth, customer acquisition, customer experience and sales productivity
• Financial skills – understanding and application of pricing, margin, expense management, and profitability principles
• Negotiation skills – exploring opportunities with a view to mutual benefit and acceptance
• Planning and organising skills – establishing a process to complete goals (either personal or for others) and allocating appropriate resources to achieve such goals.

Benefits

• range of benefits and support resources for work-life balance
• tools that enable remote work to support flexible work arrangements