Assistant Relationship Manager
Bank of Queensland
  • locationAdelaide, SA
  • salaryNot disclosed
  • full-time 20 January 2021
  • locationAdelaide, SA
  • salaryNot disclosed
  • full-time
Job Description

Job Description
Join ASX 100 finance leader!
Adelaide CBD location
Suits an experienced finance professional with previous banking experience
12 Month Fixed Term Contract

About us:

BOQ Specialist delivers distinctive banking solutions to niche market segments within healthcare. Our focus, experience and dedication to our clients have enabled us to become experts in a number of professional niches and our approach is characterised by responsive personal service, unconventional thinking, and an ability to be nimble, flexible and innovative.

Committed to an inclusive and diverse culture where differences are embraced, we are passionate about providing opportunities for you to develop your career as we continuously adapt and deliver in a transformational and collaborative environment with a strong focus on customer.

As a Commercial Lending Officer you will assist the Relationship Manager by providing them with continuous support in acquiring new business and managing their existing client base.

Key Responsibilities Include:

Compilation of client and deal information to ensure mitigation of risk
Submission of credit applications
Financial analysis to understand income structure while acting as a liaison between the client and / or accountant
Manage upcoming expiring facilities, client annual reviews and follow up any post settlement exceptions
Review of all AML documents, including trust deeds, company CRAA’s, partnership agreements and complete all AML requirements
Ensure that all documents required are on file and signed correctly while ensuring all conditions are met for settlement (e.g. Certificate of Currency)
Adhere to all internal processes, policy and compliance requirements and procedures at all times
Identify new finance opportunities and refer business across different divisions of the bank
Build and maintain excellent relationships with both internal and external stakeholders
Methodical and accurate adhesion of administration associated with deal and client

About You

Previous banking experience or broker support experience assisting specifically with commercial lending deals
A degree would be preferable (Commerce / Finance), however experience most valued
Proven ability to review financials and understand complex lending structures
High attention to detail and the ability to prioritise competing deadlines in a fast paced environment
Outcome orientated with a customer centric mindset
Strong interpersonal skills with the ability to negotiate and influence
Above all else, you will be a self-directed, motivated team player who is skilled at managing their time and workload while supporting a high performing Relationship Manager
BOQ is passionate about providing opportunities for you to develop your career as we continuously adapt and deliver in a transformational and collaborative environment with a strong focus on community.
We support a flexible workplace and we are committed to an inclusive and diverse culture where differences are embraced!

Our Benefits

Flexible working arrangements
Discounted financial products
Salary sacrificing options
Paid parental leave
Paid volunteer days
Purchase annual leave
BUPA Corporate Plan
Mentoring and leadership programs
Employee Assistance Program (EAP)
Gym, shopping, technology and travel offers!

How to Apply

To apply for this role please follow the links or apply via our Careers Page.

The Bank of Queensland is committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply.

If you are successful for a role with the Bank of Queensland, it is a condition of employment that background screening is completed to ensure that the Bank complies with its obligations under the Anti-Money Laundering and Counter Terrorism Financing Act. These checks may include, but are not limited to: identity, verification, reference checks, criminal background checks, immigration checks, verification of academic qualifications, bankruptcy checks.

Job Location
Adelaide, South Australia, Australia
Position Type
Full-Time/Regular
Company
Bank of Queensland

Work Authorisation
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Assistant Relationship Manager

  • Job Details:
    Not disclosed AUD
    Adelaide, SA, Full time
  • Key Dates:
    20 January 2021
    Last 1 days to apply
  • Industry:
    Banking, Economics and Finance
  • Insights:
    0 Applicants
    1 Views
Job Description

Job Description
Join ASX 100 finance leader!
Adelaide CBD location
Suits an experienced finance professional with previous banking experience
12 Month Fixed Term Contract

About us:

BOQ Specialist delivers distinctive banking solutions to niche market segments within healthcare. Our focus, experience and dedication to our clients have enabled us to become experts in a number of professional niches and our approach is characterised by responsive personal service, unconventional thinking, and an ability to be nimble, flexible and innovative.

Committed to an inclusive and diverse culture where differences are embraced, we are passionate about providing opportunities for you to develop your career as we continuously adapt and deliver in a transformational and collaborative environment with a strong focus on customer.

As a Commercial Lending Officer you will assist the Relationship Manager by providing them with continuous support in acquiring new business and managing their existing client base.

Key Responsibilities Include:

Compilation of client and deal information to ensure mitigation of risk
Submission of credit applications
Financial analysis to understand income structure while acting as a liaison between the client and / or accountant
Manage upcoming expiring facilities, client annual reviews and follow up any post settlement exceptions
Review of all AML documents, including trust deeds, company CRAA’s, partnership agreements and complete all AML requirements
Ensure that all documents required are on file and signed correctly while ensuring all conditions are met for settlement (e.g. Certificate of Currency)
Adhere to all internal processes, policy and compliance requirements and procedures at all times
Identify new finance opportunities and refer business across different divisions of the bank
Build and maintain excellent relationships with both internal and external stakeholders
Methodical and accurate adhesion of administration associated with deal and client

About You

Previous banking experience or broker support experience assisting specifically with commercial lending deals
A degree would be preferable (Commerce / Finance), however experience most valued
Proven ability to review financials and understand complex lending structures
High attention to detail and the ability to prioritise competing deadlines in a fast paced environment
Outcome orientated with a customer centric mindset
Strong interpersonal skills with the ability to negotiate and influence
Above all else, you will be a self-directed, motivated team player who is skilled at managing their time and workload while supporting a high performing Relationship Manager
BOQ is passionate about providing opportunities for you to develop your career as we continuously adapt and deliver in a transformational and collaborative environment with a strong focus on community.
We support a flexible workplace and we are committed to an inclusive and diverse culture where differences are embraced!

Our Benefits

Flexible working arrangements
Discounted financial products
Salary sacrificing options
Paid parental leave
Paid volunteer days
Purchase annual leave
BUPA Corporate Plan
Mentoring and leadership programs
Employee Assistance Program (EAP)
Gym, shopping, technology and travel offers!

How to Apply

To apply for this role please follow the links or apply via our Careers Page.

The Bank of Queensland is committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply.

If you are successful for a role with the Bank of Queensland, it is a condition of employment that background screening is completed to ensure that the Bank complies with its obligations under the Anti-Money Laundering and Counter Terrorism Financing Act. These checks may include, but are not limited to: identity, verification, reference checks, criminal background checks, immigration checks, verification of academic qualifications, bankruptcy checks.

Job Location
Adelaide, South Australia, Australia
Position Type
Full-Time/Regular
Company
Bank of Queensland


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