Two decades of experience helps broker achieve growth, success
BDM in the Spotlight and State Manager in the Spotlight and is a regular series, giving brokers insight into the lives of some of the country’s leading relationship managers.
Sarah Chisholm is a business development manager for Beyond Bank, covering South Australia and Western Australia. She has worked for the customer-owned bank for 21 years.
Using her wealth of experience, which includes working in the third-party channel for the past nine years, Chisholm supports brokers through communication, training and solving problems to make sure they can provide the ideal outcomes for their customers.
Chisholm says effective communication, market knowledge, strong relationship building skills, good use of technology and ethical practices are what sets successful brokers apart.
Full name: Sarah Chisholm
Job title: Business development manager, South Australia/Western Australia
Company: Beyond Bank Australia
Number of years in the industry: 21
Location: Adelaide, South Australia
What did you do before entering the industry?
I have worked for Beyond Bank Australia for 21 years and have been involved with several parts of the business over that time. Prior to working in third party, I was part of the lending operations team as a settlements officer.
A brief description of your role and how you support brokers?
As a business development manager, my role involves fostering relationships with my brokers and helping them drive growth and success. I support my brokers with a combination of proactive communication, training and problem solving to ensure the best outcomes for their clients.
A goal that you aim to achieve in your role this year?
Focusing on my brokers to drive revenue growth and strengthening relationships.
What’s your favourite part of the job?
My favourite part of the job is being able to help my brokers achieve a successful outcome for their clients. I also value the friendships I have developed over the past nine years in third party.
What sets successful brokers apart?
Effective communication, great market knowledge, strong relationship building skills, good use of technology and ethical practices.
What should brokers be demanding from a BDM and lender relationship?
Brokers should be demanding a proactive, reliable, knowledgeable BDM and lender who also adds value to their business.
What do you provide to brokers that makes you valuable to them?
I ensure that I provide correct and current information, clear communication in a timely manner and ongoing support on their current, past and future applications with Beyond Bank.
Describe your ideal weekend:
Weekends away with family and friends.
BDM in the Spotlight and State Manager in the Spotlight features a range of relationship managers and BDMs within the mortgage and finance industry.
Among those recently featured include: AFG’s Jia Jia Wong, Liberty’s Belinda Ng, SFG’s Joel Ganino, BankVic’s Paul Meilak Red Zed’s Mitch Shaw, Pepper Money’s Bettina Lumsden, Assetline Capital’s Jason Lucas, AMP Bank’s Nicole Woodruff, outsource Financial’s Sonia Diamante, Mortgage Choice’s Matt Bocking and Ben Livera, and BOQ’s Samantha Robinson.
If you know a great BDM or state manager that you would like featured in this series, please email [email protected]
