· Engage in quality conversations with brokers which will allow to promote NAB's products and services, as well as identify the needs of the customer and deliver suitable solutions from cash flow to transaction, lending to payments, equipment finance, business, and consumer loans.· Provide brokers with help, advice, guidance, and service to match customer needs through NAB's suite of products.· Managing a wide-ranging portfolio of clients across Australia from metro to regional areas as… Show more · Engage in quality conversations with brokers which will allow to promote NAB's products and services, as well as identify the needs of the customer and deliver suitable solutions from cash flow to transaction, lending to payments, equipment finance, business, and consumer loans.· Provide brokers with help, advice, guidance, and service to match customer needs through NAB's suite of products.· Managing a wide-ranging portfolio of clients across Australia from metro to regional areas as well as overseas covering various industries.· Supporting client’s business, their growth and financial sustainability via the implementation of comprehensive banking solutions and industry knowledge.· Accountable for customer satisfaction indicators, growth and retention of business sales as well as acquisition of new clients and growth to the business portfolio.· Ensuring the end-to-end lending process seamlessly for clients as well as services in their day-to-day banking requirements.· Deepen client relationships through quality needs-based conversations, exploring customers financial needs and goals. Show less

- Conduct lending interviews for new and existing Retail Business customers by conducting quality conversations.- Assess and fate new/increased/temporary lending requests, up to DCA for existing Business customers.- Delegate/undertake day-to-day servicing and maintenance of Branch Business customer portfolio on a reactive basis, ensuring high customer satisfaction levels.- Perform various value transactions.- Monitor business customer accounts (action reference reports, review… Show more - Conduct lending interviews for new and existing Retail Business customers by conducting quality conversations.- Assess and fate new/increased/temporary lending requests, up to DCA for existing Business customers.- Delegate/undertake day-to-day servicing and maintenance of Branch Business customer portfolio on a reactive basis, ensuring high customer satisfaction levels.- Perform various value transactions.- Monitor business customer accounts (action reference reports, review watch-lists, contact customers as required to put account in order).- Process and fate annual reviews.- Ensure the highest level of customer satisfaction and service is achieved by accurate processing of Business lending applications in a timely manner, and driving customer focused behaviours and ethics within the branch team.- Lead actions & behaviours within Business Banking function in particular and the wider Branch team in general, that will ensure overall Branch targets are achieved (revenue growth, referrals).- Accurate and efficient processing of product sales/services for Business customers.- Ensure future business growth opportunities are not overlooked by accurately recording details within our system.- Develop and improve customer relationships at every interaction with customer base to assist drive increased share of wallet, customer retention ratings, and quality referrals.- Efficiently action in-branch referrals identified by Branch colleagues, and opportunities referred by other areas.- Assist Branch Manager in actively supporting business development activities/initiatives Show less

· Pro-actively identify sales opportunities through completion of Business Fact Find for new and existing Business Lending and to increase share of wallet on business lending products from inbound telephone enquiries.· Processing/completion of Business Loan Approvals up to $500,000.· Remain up to date on products for the purpose of providing customer service.· Provide leasing Quotes for non-customer enquiries.· Attend Sales Meetings and product training.· Maintenance of… Show more · Pro-actively identify sales opportunities through completion of Business Fact Find for new and existing Business Lending and to increase share of wallet on business lending products from inbound telephone enquiries.· Processing/completion of Business Loan Approvals up to $500,000.· Remain up to date on products for the purpose of providing customer service.· Provide leasing Quotes for non-customer enquiries.· Attend Sales Meetings and product training.· Maintenance of individual sales funnels.· Provide professional and ethical behavior in your actions by ensuring compliance and external legislation, bank standards and internal operating policies and procedures relevant to the position.· Selection of correct product to sell to customers and meet their needs.· Refer sales opportunity on all business lending and services. Show less

· Dealt with stakeholders of the business on a daily basis in a professional and polite manner· Developed a sound understanding of systems and processes· Regularly liaised with multiple business units on an ongoing basis to reach satisfactory customer and business outcomes· Developed professional relationships with members of other business units· A strong focus on first call resolution and availability to talk to customers when scheduled· Identify cross sell opportunities… Show more · Dealt with stakeholders of the business on a daily basis in a professional and polite manner· Developed a sound understanding of systems and processes· Regularly liaised with multiple business units on an ongoing basis to reach satisfactory customer and business outcomes· Developed professional relationships with members of other business units· A strong focus on first call resolution and availability to talk to customers when scheduled· Identify cross sell opportunities when assessing customer’s financial needs and refer to the appropriate specialists· Prepare for, attend and participate in all weekly meetings and coaching sessions· Input of customers, activities and opportunities into the Siebel and B2K system Show less

· Ensure all customer enquiries are resolved with complete customer satisfaction· Being able to meet all expected KPI’s and Targets on time and on a daily basis· Exceeding customers’ expectations by providing efficient, fast and on time service in a friendly manner· Action customer transaction and service requests received over the phone· Liaising with Personal and Business bankers to ensure all financial services provided to customers are satisfactory· Giving general… Show more · Ensure all customer enquiries are resolved with complete customer satisfaction· Being able to meet all expected KPI’s and Targets on time and on a daily basis· Exceeding customers’ expectations by providing efficient, fast and on time service in a friendly manner· Action customer transaction and service requests received over the phone· Liaising with Personal and Business bankers to ensure all financial services provided to customers are satisfactory· Giving general financial advice in regards to client’s financial accounts Show less