Relationship Manager, CDF
Ballarat
- Full time, permanent position
- Hybrid working model. Mondays and Thursdays are the days that our team works in the office together. The other days are up to you – home or office, it’s your choice!
- This role, based in Ballarat, supports clients across the Diocese of Ballarat and Melbourne's outer western suburbs. (Candidates from Melbourne willing to travel are welcome to apply).
We are seeking someone, with a heart to serve and passion to deliver client service and community excellence, to be the face of our Customer Support function both internally and externally. This position will be responsible for clients within the Diocese of Ballarat and in the outer Western suburbs of Melbourne.
About the Catholic Development Fund
Catholic Development Fund (CDF) are a values-based financial institution that provides a unique level of client support across its footprint of Catholic organisations, including primary and secondary schools, parishes, healthcare, and social services providers.
About the Opportunity
Reporting to the Executive Manager Client Relationships, the Relationship Manager is accountable for providing high quality and accessible loan, investment and transaction services and products to the CDF’s existing and perspective clients. The Relationship Manager is also responsible for working with internal stakeholders to assist int the support and management of their clients.
As a Relationship Manager, you will:
- Cultivate strong direct relationships with all clients to achieve a high Net Promoter Score (NPS);
- Identify, establish and develop new client relationships across Parishes and Parish Schools.
- Utilise CRM software to ensure all relevant client interactions are recorded for future reference.
- Gather information on client’s financial situation and needs to facilitate the loan application process and to identify clients in financial stress.
- Complete loan applications and Client Risk Analysis papers for new loan applications.
- Assist in the development of new products to fulfil client needs.
- Support the Executive Manager Operations in achieving the strategic plan and growth objective.
About You
Your experience in a customer service, corporate banking environment will put you in a strong position for this role. You will bring the following competencies:
- You analyse information critically to identify cause-and-effect relationships and focus on what’s essential.
- You excel at problem-solving by evaluating situations, taking initiative, and implementing effective solutions.
- You guide and lead others with clear instructions, monitoring progress, and providing constructive feedback.
- You influence effectively by building trust, creating win-win solutions, and presenting convincing arguments.
- You offer targeted, credible advice and build strong relationships with stakeholders.
- You adopt a customer-focused approach, delivering personalized service and constructive guidance to clients.
- You are results-driven, taking ownership of your performance and achieving objectives within deadlines
Why work for us?
- Professional Environment: Join a dedicated team of professionals committed to fostering an agile and inspiring work environment.
- Meaningful Work: Be part of a values -driven organisation that makes a difference in the community. Contribute to meaningful projects with a long-lasting impact. Your work will support the goals and vision of CDF.
- Professional Development & training: Our formal training program backed by mentoring within the Client Services Group will support you as your knowledge grows.
- Benefits: We offer a hybrid working model, employee assistance program to support your health and wellbeing and a staff discount program from Day 1.
How to apply
If you believe your skills and experience align with this position, we would love to hear from you! To submit an application, please click apply and provide a copy of your current resume and a cover letter.
Please note: We will be reviewing applications on a rolling basis, if you believe this role might be for you, please apply as soon as possible.
Employment is subject to satisfactory background checks which include a National Police Check, Working with Children Check and Reference Checks. To be successful in this role you must hold valid working rights in Australia.
The Archdiocese is committed to the safety, wellbeing, and dignity of all children and vulnerable adults.