Role signals
SalesCustomer successFinance
About this role
- Maintain and deepen relationships with minimum core portfolio of 30 Middle Market/SME clients.
- Actively drive primary sales through acquisition of new Middle Market / SME customers and through new loans to existing clients.
- Carry out account planning with product specialists to identify customers to engage, and products to offer based on their needs.
- Monitor overall customer experience and per-empt or address any process lapses or delays in TAT.
- Ensure customers meet basic credit requirements, and maintain new Non-Performing Loans (NPL) within approved budget.
- Provide the qualitative credit assessment for each application.
- Work closely with Account Managers to prepare credit proposals.
- Vet, sign and deliver Letters of Offer.