Senior Business Consultant - Relationship Support
Core
Provide specialist support to business customers by proactively contacting them regarding maturing loans and deposits, assisting with fixed rate rollovers, term deposit maturities, and mortgage discharge requests.
Role type
Senior Business Consultant (Relationship Support)
Builds
Customer retention strategies and loan/deposit restructuring referrals
Domain
Financial Services / Banking
Deliverable
client delivery
Required skills
Outbound customer contact, business customer relationship management, needs-based strategic conversation, loan and deposit pricing negotiation, mortgage discharge processing, basic lending knowledge, knowledge of NZ economic environment and interest rate markets
Preferred skills
Experience with NZLO, knowledge of Westpac pricing frameworks, proficiency with Nomis
Responsibilities
Proactively contact customers about maturing loans and deposits, negotiate pricing to retain customers, assist with fixed rate rollovers and term deposit maturities, action Mortgage Discharge Requests (MDRs), refer facilities requiring restructuring to business lenders
Seniority
Senior, hands-on IC
