Manager of Customer Training and Enablement at PrePass responsible for driving customer education initiatives. Building a training ecosystem to enhance onboarding and product adoption across various customer segments.
About the role
- Assistant Manager at ANZ managing a portfolio of Health customers. Working with a Senior Relationship Manager to drive growth through relationship management and tailored financial solutions.
Responsibilities
- Work alongside an experienced Senior Relationship Manager in managing a portfolio of Health customers, with a customer-centric approach.
- Maintaining a well‐managed portfolio compliant with all relevant policies and procedures.
- Maintaining control of workflows across all compliance and customer fulfilment process.
- Proactively developing and maintaining a detailed understanding of customer business and financial needs.
- Providing appropriate solutions towards account maintenance and simple customer requests.
- Collaborating with Product Partners and other stakeholders to fulfil customer needs.
- Exposure to deal structuring for both new and existing customers.
- Developing and maintaining a strong awareness of the relevant health industry, key trends, economic trends and market forces.
Requirements
- Experience in the banking industry is an advantage, but not a requirement.
- Passion for the health industry and sound experience in financial services.
- Prior experience in developing strong relationships in a customer delivery/ customer experience role.
- Data analysis: Collecting, profiling, and analysing data to translate into meaningful insights to inform business decisions and deliver customer solutions.
- Customer solutioning: Supporting customers by understanding their needs and informing them about relevant products or services, and/ or providing considered options, that meet those needs.
- Credit Analysis: The ability to assess a customer's ability to fulfill their credit obligations, considering both qualitative and quantitative factors such as character, capital, capacity to repay, collateral (security) and conditions (the 5Cs of credit).
- Strong ‘can-do’ and ‘willingness to learn’ attitude.
- Ability to support credit approval activities with competency in credit assessment and management.
Benefits
- Access to health and wellbeing services
- Discounts on selected products and services from ANZ
Job title
Job type
Experience level
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Not specified
Degree requirement
Location requirements
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