Assistant Relationship Manager

Assistant Relationship Manager
Permanent Role
Gold Coast Based
About the role:
The Business Banking team aspires to connect Suncorp Group business customers and increase sales growth.
In this role you will support the District Manager and/or Relationship Managers to provide value to business customers across Property and Finance. You will support with managing and growing our portfolio of business customers.
What you’ll do in a snapshot
Assist the District Manager or Relationship Manager to manage our relationships with customers within their assigned portfolio tier (our portfolios are tiered as sub $1M, $1M-$10M or $10M plus)
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 and attend to client needs that may fall outside the scope of your role, including via referral of opportunities to established network of specialist lenders, insurance specialists, and Business or Agri Bankers within Suncorp.
Draft and assist the District Manager or Relationship Managers to complete deposit funding and credit proposal papers.
Develop relationships with intermediaries including Solicitors and Accountants, ensuring all referrals are referred to the Relationship Manager, District Manager or Regional Manager.
Assist the Relationship Managers to generate opportunities for sales specialists for banking, insurance and life products using the agreed sales process.
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.
About You:
Tertiary Qualifications in business, commerce, banking and/or finance are desirable.
Demonstrated experience in roles requiring growth and retention of a customer base.
Demonstrated experience in financial services.
Demonstrated capacity to adapt to a changing environment.
Demonstrated customer focus.
Strong interpersonal skills - using appropriate behavioural styles to develop relationships and influence others.
About Suncorp Group:
We’re proud to be a part of the Suncorp Group family alongside some of Australia’s most trusted and diverse names in insurance. Together, we share a drive to make the complex simple and bring our customers peace of mind when it matters most – while helping to evolve and innovate the ways we can serve our community every day. That comes with all kinds of exciting opportunities for you to grow your own career. Whether you’re guiding people through life’s biggest moments or providing them with support in times they need it most, you’ll be driven forward by our shared customer obsession and supported at every step of the journey.
Important note: In July 2022, Suncorp announced to the market that it had entered into an agreement to sell the Suncorp Bank business to Australia and New Zealand Banking Group Limited (ANZ) (the Sale). The Sale remains subject to regulatory and government approvals (including Australian Competition Tribunal approval). If all approvals for the Sale are received, this role will transition to Suncorp-Metway Limited (SML) which will become part of the ANZ corporate group.
By applying for this role, you agree that Suncorp may provide your application details (which may include your personal information) to ANZ if/when the Sale is finalised if (a) the recruitment process is still underway, or (b) your application for this role is successful. You also acknowledge that if/when the Sale is finalised ANZ may conduct pre-employment screening checks as part of their profile process. Please see the Applicant Privacy Statement for more detail.
Advertised: 03 Jan 2024 E. Australia Standard Time Applications close: 24 Jan 2024 E. Australia Standard Time