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| POSITION DESCRIPTION | AUSTRALIAN BANKING & FINANCE INDUSTRIES OCTOBER 2010 |
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Third Party Services Manager |
| Position Code: | 1245 | | Career Level: | 4 |
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Responsible for
Generating, managing and directing Third Party relationships such as brokers to achieve sales objectives and profit targets for the organisation. |
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Reports To
Sales Manager. |
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Supervises
Sales Team. |
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Main Activities
Initiating, maintaining and managing Third Party relationships for the achievement of short and long term business objectives, increased profit and market control.
Monitoring market trends in the region and advising Management of changes in competition, product availability or related matters.
Providing information and training to third parties on the organisation's products, product features, facilities and service standards as often as required. Initiating and maintaining regular call and visitation programmes for new and existing referrer groups.
Appraising the activities of staff according to overall Third Party strategies. Monitoring and evaluating the performance and the efficiency of staff and procedures in related areas.
Developing strategic plans to achieve new business targets and liaising with marketing and sales staff, industry associations, government bodies and others, to ensure new business opportunities are identified and followed through.
Identifying, evaluating and recommending new Third Party business opportunities to extend and develop the organisation's customer and profit base.
Preparing and conducting presentations to and negotiations with prospective Third Parties and customers to achieve organisational growth objectives.
Preparing regular reports and analyses of new business achievements, opportunities and targets.
Acting as an intermediary for the Lending Department to maintain high levels of customer service and identify adverse trends in both credit policy and/or documentation.
Review performance of referrer organisations with regard to customer movement and to ensure adherence to desired performance levels of lodgement and rework and provide management with feedback.
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Key Skills
Excellent negotiation skills.
Excellent communication skills.
Strong Sales Management/Leadership skills.
High customer focus.
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Internal Contacts
Lending Services, Compliance Department, Marketing Department, Sales Department. |
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External Contacts
Third Parties (i.e. Brokers), Lenders, Vendors, Industry Associations, Other Referral Points. |
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Typical Experience
At least 5 years experience within the finance industry in areas such as sales, mortgage lending, commercial lending, compliance and regulatory affairs, coupled with relevant tertiary qualifications. |
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Other Comments
Alternative titles: Broker Services Manager, Third Party Sales Manager. |
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