Elements and Performance Criteria
- Contribute to identification of business opportunities
- Foster business relationships with community members and business developers over time
- Identify attributes, and service needs and wants of business clients as basis for tailoring communications and services
- Provide support and advice to potential business operator or client in evaluating potential business opportunities and in identifying market potential of business opportunity
- Provide support and advice to potential business operator or client in identifying financial, infrastructure and human resources required to realise business opportunity
- Provide advice about development of business plans and financing proposals
- Explain requirements and structure of business plan to client
- Provide advice regarding development of comprehensive business plan and its implementation
- Provide advice regarding development of proposal for financing of business initiative which meets guidelines and requirements of organisation
- Provide advice about benefits of accessing other relevant business professionals to ensure business venture has appropriate structure and is compliant with relevant legislation
- Provide high level and tailored business banking solutions and service
- Analyse potential or current usage patterns of business and identify effective service and product options
- Ascertain and evaluate business banking needs to identify products to manage business cash flow, and negotiate rates
- Identify, model and sell products to support range of business needs including financial transactions, borrowing and leasing needs
- Identify and implement banking services that assist with efficient management and statutory reporting of business
- Coordinate service delivery to business client by other departments or units across organisation