Job Description
Full job description
See Yourself In Our Team:
The Major Client Group serves over 1,000 clients in the large business segment across Australia with revenue >$150m and complex financial needs of $50m-$500m. The diverse business environment we cover means that our customers can be anything from retailers to entertainment, leisure and tourism industry. We deliver on a range of needs and requirements, including, cash flow, capital, wealth, risk management and international trade.
You will be part of a team who have a diverse mix of experience, collaborate well and hold our clients at the centre of everything we do. We are committed to understanding our clients, and delivering insights and creative solutions, to drive sustainable business growth.
Do Work That Matters:
As our Account Manager in this high performing team, you will work closely with Relationship Executives and Associates to support the needs of a number of portfolios within the Major Client Group. This outstanding opportunity focuses on supporting the banking requirements of our new and existing clients, managing stakeholders and assisting in tasks required for deal execution, whilst supporting Relationship Executives in developing new business opportunities.
In this role you will have a high level of exposure to client support and will play a key role within the Relationship team. Your passion for customer service and focus on being number one in client satisfaction will see you stand out in this role. You will also gain great exposure to the credit and analytical elements of this team and the opportunity to work on highly complex transactions.
More Specifically, You Will:
Assist in completing annual reviews and changes for existing clients including managing and documenting applications within agreed arrangements;
On boarding of new customers including AML/KYC verification and processes
Coordinate deal execution from documentation to funding, in accordance with policy and procedures. This includes undertaking post-approval tasks.
Work closely with the Relationship Executive and Analyst with the preparation of credit submissions for new facilities to ensure the timely delivery of decisions, and coordination of deal execution through documentation and funding to ensure efficient delivery of client requirements; and
Build and maintain effective working relationships with the dedicated support teams, Risk Management, Global Markets, Banking Products, Asset Finance Specialists and Specialist Distribution and ensure the portfolio team deliver exceptional insights and services to its client(s)
Deliver exceptional customer service in all dealings, as reflected in a positive lift in various survey results
Identify and liaise with relevant product specialists on idea and solution development
Play a key role in ensuring accuracy of information on source systems
Complete complex / risk / lending maintenance
Ge involved, engaged and participate in the Service and Sales framework including sales meetings, team debriefs and other associated activities
See Yourself In Our Team:
The Major Client Group serves over 1,000 clients in the large business segment across Australia with revenue >$150m and complex financial needs of $50m-$500m. The diverse business environment we cover means that our customers can be anything from retailers to entertainment, leisure and tourism industry. We deliver on a range of needs and requirements, including, cash flow, capital, wealth, risk management and international trade.
You will be part of a team who have a diverse mix of experience, collaborate well and hold our clients at the centre of everything we do. We are committed to understanding our clients, and delivering insights and creative solutions, to drive sustainable business growth.
Do Work That Matters:
As our Account Manager in this high performing team, you will work closely with Relationship Executives and Associates to support the needs of a number of portfolios within the Major Client Group. This outstanding opportunity focuses on supporting the banking requirements of our new and existing clients, managing stakeholders and assisting in tasks required for deal execution, whilst supporting Relationship Executives in developing new business opportunities.
In this role you will have a high level of exposure to client support and will play a key role within the Relationship team. Your passion for customer service and focus on being number one in client satisfaction will see you stand out in this role. You will also gain great exposure to the credit and analytical elements of this team and the opportunity to work on highly complex transactions.
More Specifically, You Will:
Assist in completing annual reviews and changes for existing clients including managing and documenting applications within agreed arrangements;
On boarding of new customers including AML/KYC verification and processes
Coordinate deal execution from documentation to funding, in accordance with policy and procedures. This includes undertaking post-approval tasks.
Work closely with the Relationship Executive and Analyst with the preparation of credit submissions for new facilities to ensure the timely delivery of decisions, and coordination of deal execution through documentation and funding to ensure efficient delivery of client requirements; and
Build and maintain effective working relationships with the dedicated support teams, Risk Management, Global Markets, Banking Products, Asset Finance Specialists and Specialist Distribution and ensure the portfolio team deliver exceptional insights and services to its client(s)
Deliver exceptional customer service in all dealings, as reflected in a positive lift in various survey results
Identify and liaise with relevant product specialists on idea and solution development
Play a key role in ensuring accuracy of information on source systems
Complete complex / risk / lending maintenance
Ge involved, engaged and participate in the Service and Sales framework including sales meetings, team debriefs and other associated activities
💡 Quick Summary
Seeking a career-building opportunity? The Account Manager, Major Client Group - Sydney position is now open for candidates interested in the Bank Jobs sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
