Job Description
Relationship Associate - Metro Sydney
Job number: 801834
Primary position location: NSW- Sydney CBD
Primary position location: NSW- Sydney inner
Category: Banking & Financial Services
Category: Business Banking
Work type: Permanent Full time
Closing at: Jul 27 2026 - 23:55 AEST
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Our people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation and creates strong, lasting customer relationships as we strive to be the most customer centric company in Australia and New Zealand.
Multiple permanent full-time opportunities across Metro Melbourne.
Join a supportive, high-performing team that’s committed to your growth and career development.
Put your customer service skills to meaningful use – help deliver, real positive outcomes for our customers and communities.
In the role of a Relationship Associate, you will join the Metro & Specialised Team that’s doubling down on customer obsession.
Each day, you’ll go above and beyond to:
Align to local teams and building relationships with customers through retaining local knowledge.
Drive customer advocacy by being an empowered case resolver for customer servicing enquiries.
Support Relationship Managers to complete customer servicing tasks and maximise utilisation of value chain stakeholders to assist in the timely completion of customer requests.
Be accountable for customer adoption of digital channels including education of customers to transition to self-servicing channels to simplify customer banking.
Be Centre of Excellence for on boarding new to bank customers and completion of KYC requirements including accountability for quality and time to cash metrics.
Identify ways in which we can continue to meet or better support our customer needs through engagement with our specialist bankers.
Proactive management of the Term Deposit Rollovers and opening of new Term Deposit Accounts.
Provide a concierge service for the Business Bankers for customer calls and emails and be empowered to deliver first point resolution.
Assist Bankers with Asset finance quotes, documentation and payout information for customers.
We’re looking for the best and brightest to deliver the best for our customers. You’ll need:
Tertiary qualification in Banking & Finance or a business-related discipline (preferred).
Ability to deliver superior customer service on a consistent basis.
A customer obsessed mindset to get outcomes for our customers and bankers.
Knowledge and understanding of digital platforms and customer self-service channels.
Foundational NAB System Knowledge, proficiency in Siebel and Ebobs desirable.
Financial analysis ability and willingness to further develop business and financial acumen.
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Associate - Metro 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.
