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Suncorp

Anna Davis 10 January 2023 11:01:11 AM

Getting the most from your BDM. Never underestimate the role of your BDM. The current environment and constant changes within the banking industry make it challenging for all brokers to be across every product and policy for each bank. Enter the BDM. Their role has never been more important.

Suncorp BDM, Kylie Fox, spoke to MPA recently and had this advice.

"Understand your banks and be curious in the initial transaction," said Fox. "Every client and every transaction is different. A deep dive into a really good conversation that's going to add value is important, while good lodgement and the customer experience are critical, compared to treating it like a transaction."

"Take five minutes to call your BDM, talk through the scenario and gain a greater understanding around whether the application fits the bank's appetite."

"Attend your lender's sessions. I love running these for the purpose of educating brokers on what we need at Suncorp to create a great relationship, trust and to provide the broker with as much knowledge on product, policy, rate and offers to support the broker in making a recommendation that suits their clients' needs."


You can read the full interview here.

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