Business Development Manager (NSW)

About Us

At Ubank, we empower the digital generation to achieve financial success. Think of us as your daily money companion, offering a unified view of your finances with smart features and real-time insights. Save more, track spending, and achieve home ownership faster with Ubank.

The Why

You believe that Australians need to do business with companies that genuinely put their interests first and you want to start the movement to achieve this. You are passionate about the financial services industry stepping up the value to customers and believe it starts with supporting mortgage brokers.

The Business Development Manager, New South Wales, is responsible for identifying and working with a portfolio of brokers to drive new business opportunities, provide exceptional customer service, thrive to achieve targets and build relationships.

Key Responsibilities

• Identify and work with a portfolio of mortgage brokers to build a deep relationship
• Achieve home loan settlement volume and agreed KPIs
• Hold regular broker training sessions
• Visit new and existing brokers and their staff to promote ubank products
• Communicate effectively with internal teams
• Discuss loan scenarios and structures with mortgage brokers
• Work closely with our Aggregator partners
• Attend broker and Aggregator functions
• Clearly communicate ubank value propositions
• Monitor compliance and address issues of non-compliance by leading coordinated interventions as required to improve compliance awareness, and processes as required

Your Experience

• You are an experienced business development manager in the 3rd party intermediary channel
• You can demonstrate a history of working independently and in a team environment
• You are a self-starter and get excited by finding new opportunities
• You have experience with mortgages and credit criteria
• You love building new relationships
• You have attention to detail, yet able to step back and see the big picture when the situation requires
• You will love learning everything there is to learn about our products, competitor knowledge and the broker industry
• You put your hand up for help when stuck
• You are solution based.
• You’re warm and human but you know how to represent a company professionally.
• 3 years’ + experience in residential mortgage lending & sales
• Strong industry knowledge
• You will be comfortable working autonomously and will be able to work to deadlines
• Great communication skills, both written and verbal and the ability to master group presentations
• A problem-solving and collaboration skillset
• Strong attention to detail
• Financial services experience is preferable
• Maintain a current non-restrictive Australian Driver's License

Why Ubank?

• Flexible Work Environment: Covering the state of NSW with visits to our vibrant Sydney CBD office.
• Positive Team Culture: Thrive in a collaborative and supportive atmosphere.
• Career Growth: Benefit from strong development and growth opportunities.
• Fantastic Perks: Take advantage of additional amazing benefits.

We acknowledge the Gadigal of the Eora nation as the Traditional Custodians of our local area.

This New South Wales-based permanent role requires Australian or New Zealand citizenship or permanent residency.

We welcome applicants of all backgrounds, and our Talent team is excited to connect with you.

Apply now with your CV and explore this exciting opportunity!