Relationship Officer - Business Account Acquisition

About The Role

What Youll Be Doing

• Managing assigned digital and manual leads (DBO and BAIS) end‑to‑end, ensuring customers are contacted within defined timelines.
• Engaging customers professionally and progressing leads through onboarding, documentation, and account opening stages.
• Reviewing applications received through SEQ, coordinating EID verification, application signing, and document checks.
• Submitting complete and accurate applications into internal systems and following through until account opening.
• Communicating with customers to resolve queries and provide updates throughout the onboarding journey.
• Ensuring all customer communication is documented and aligned with agreed processes.
• Meeting turnaround times and ensuring error‑free processing in line with “Mission Zero” standards.
• Cross‑selling Business Banking and non‑Business Banking products where appropriate.
• Maintaining full compliance with KYC, AML, and regulatory requirements at all times.
• Collaborating with internal teams such as Operations, Compliance, and Business Banking support units to ensure smooth processing.
• Taking ownership of assigned leads and delivering a consistently positive customer experience.

What Were Looking For

• Bachelors Degree
• Minimum 2 years’ experience in banking sales, relationship management, or a Relationship Officer role.
• Strong communication skills, both written and verbal, with the ability to engage customers professionally.
• Proven ability to manage leads, meet timelines, and work in a target‑driven environment.
• Good understanding of Business Banking or SME products and customer needs.
• Strong customer‑relationship skills with a focus on service quality and retention.
• High attention to detail with the ability to process applications accurately and compliantly.
• Sound awareness of risk management concepts, compliance requirements, and regulatory standards.
• Self‑motivated, disciplined, and able to manage priorities independently while working as part of a team.

Responsibilities

• Develop and execute strategies to acquire new business accounts, targeting corporate clients.
• Build and maintain strong relationships with existing and potential corporate clients.
• Understand client needs and provide tailored banking solutions, including products and services.
• Act as a trusted advisor, offering expert guidance and support to clients.
• Monitor and analyze market trends and competitor activities to identify new business opportunities.
• Collaborate with internal teams to ensure seamless delivery of banking services to clients.
• Handle client inquiries and provide timely responses, ensuring exceptional customer service.
• Prepare and present proposals and presentations to clients, showcasing the banks capabilities.
• Maintain accurate records and documentation of client interactions and transactions.
• Stay updated with industry developments and regulatory changes, ensuring compliance.

Qualifications

• Bachelors degree in Business, Finance, or a related field.
• Minimum 2 years of experience as a Relationship Officer or similar role.
• Strong knowledge of business banking products and services.
• Excellent communication and interpersonal skills, with a client-centric approach.
• Ability to build and maintain strong relationships with corporate clients.
• Analytical skills to interpret market trends and client needs.
• Proficiency in Microsoft Office and relevant banking software.
• Strong organizational skills and attention to detail.
• Ability to work independently and as part of a team.
• Willingness to stay updated with industry developments and regulations.

Job Details

About The Company

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