BNZ
Financial Services
AssociatePartner
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate Partner at BNZ. Skills: Credit writing, Portfolio risk monitoring, Financial analysis. Provide administrative support. Write credit”
Industry & Context.
Problem solver
What They're Looking For.
Must Have
5+ years business banking or lending, 5+ years financial modelling, 5+ years credit writing
Nice to Have
Tertiary qualification in Finance, Tertiary qualification in Banking, Tertiary qualification in Accounting
What You'll Do.
Provide administrative support
Complete annual reviews
Perform covenant testing
Analyze financial information
Prepare proposals for lending
Assist in credit management
Implement annual business plans
Develop customer portfolios
Manage referral relationships
Educate customers on electronic channels
Support process improvement changes
Support organisational strategy implementation
How You'll Work.
Team & Collaboration
Work together
Communication Scope
Customer service
Full Job Description
Worker Type: Permanent Here at BNZ, it's about more than just banking. We work together in an agile, energising environment to create innovative solutions through our promise "If you can imagine a better future, let's find a way." We support wellbeing, flexible working and have a generous leave offering. There is the opportunity for growth, learning and career development. No two days are the same. **Mō te Tūranga | About the Role** The focus of our Associate Partner is to support our Commercial Partner/s around the delivery of exceptional service to our customers. This support will have a credit focus with an emphasis on strong credit writing capability and portfolio risk monitoring. **What are the key day to day tasks the person in this role will complete?** * Providing administrative support to Partners, such as credit writing, completing annual reviews and covenant testing. * Analyse financial information and prepare proposals for lending requirements. * Assist in the credit management as well as the implementation of annual business plans of assigned customer portfolios. * Develop and manage a portfolio of customers and referral relationships. * Educate customers in using Partners Support and electronic channels to ensure we provide appropriate customer service. * Actively contribute and support process improvement changes and organisational strategy implementation. **What attributes will this person have in order to be successful?** * Sound understanding of banking principles, demonstrated through experience in business banking or lending, financial modelling or credit writing. * Ability to interpret financial statements. You’ve dealt with managing loan securities, preparation of monthly financial information and/or covenant monitoring for reporting and variance analysis. * You bring a customer focused attitude and excellent communication skills, showing a true talent for building long-term relationships. * You’re a driven individual, a real team player, with
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