About the Role
This role involves leading a portfolio of commercial clients, delivering financial products, and ensuring long-term satisfaction through expert guidance and strategic planning.
Responsibilities
- Manage and grow a portfolio of commercial finance clients
- Deliver tailored financial solutions based on client needs
- Maintain regular communication with clients to assess evolving requirements
- Collaborate with internal teams to ensure service excellence
- Monitor account performance and identify opportunities for expansion
- Resolve client issues promptly and efficiently
- Prepare and present financial proposals and reports
- Ensure compliance with regulatory standards in all client interactions
- Drive renewal and upsell initiatives within existing accounts
- Act as primary point of contact for key client stakeholders
- Track and report on key account metrics and KPIs
- Support onboarding of new clients into financial programs
- Maintain up-to-date knowledge of financial products and market trends
- Participate in strategy sessions for client growth planning
- Conduct periodic business reviews with clients
- Escalate complex issues to senior management when required
- Ensure accurate documentation in client management systems
- Adhere to risk and credit policies during client engagements
- Provide feedback to product teams based on client insights
- Contribute to process improvements in account management workflows
- Support training initiatives for junior team members
- Maintain confidentiality of client financial information
- Stay aligned with company goals for client retention and satisfaction
- Attend client meetings and industry events as needed
- Promote a client-first culture within the team
Compensation
Competitive salary and performance-based incentives
Work Arrangement
Hybrid working model with flexible remote options
Team
Part of the commercial finance division focused on client success
What We Offer
- Opportunities for career progression within a growing finance team
- Access to training and professional development resources
- Modern tools and technology to support client management
- A collaborative and inclusive workplace culture
- Health and wellness benefits package
Diversity and Inclusion
- We value diverse perspectives and foster an inclusive environment
- Equal opportunity employer committed to fair hiring practices
- Supportive policies for employees from all backgrounds
Available for eligible candidates
