Client Portfolio Manager

About the Opportunity

We are a reputable, industry recognised and established ANZ Mobile Lending Franchise covering South East Melbourne. An opportunity to be a part of an expanding business offering a part-time position as a client portfolio manager. Our office is based in Moorabbin.

Responsibilities

• Manage, grow and retain an existing portfolio of customers.
• Engage customers to identify lending and banking opportunities.
• Convert warm leads into successful lending outcomes.
• Prepare, write and submit lending applications.
• Manage lending applications through to settlement.
• Maintain CRM records and manage an active lending pipeline.
• Deliver high-quality customer service and ongoing relationship management.
• Identify opportunities to deepen customer relationships and increase portfolio value.

About You

Ideal Candidate:

• Experience in ANZ retail banking and lending environments.
• Strong understanding of retail credit assessment and lending policies.
• Excellent customer communication and relationship management skills.
• Seeking a stable long-term career opportunity with flexibility for part-time employment (preferred 4-day week). Potential to make this role full-time on review.

Preferred Experience:

• Previous customer and loans experience within ANZ.
• Knowledge of ANZ systems, processes and lending platforms.
• Experience in mobile lending, branch lending or relationship or assistant management roles.

Key Success Attributes

• Customer-focused and relationship-driven.
• Strong organisational and pipeline management skills.
• Self-motivated with the ability to manage competing priorities.
• Results-oriented with a passion for helping customers achieve their goals.
• High attention to detail and commitment to compliance.

Benefits

• Be supported with ongoing training.
• Exposure to personal development opportunities.
• Have access to ANZ Staff Benefits & Perks.
• Enjoy a fun culture and team atmosphere.

Please include your Resume and a Cover Letter explaining why you are the right person to be considered for this role.

Email: Antony.pavone@anz.com