Private Direct Advisor

5 months ago

Sydney Central Business District, Australia NAB - National Australia Bank Full time

**Work type**: Permanent Full time
**Region**: NSW- Sydney CBD
- **Place the customer at the centre of everything you do to drive the right outcomes**:

- **Fast paced environment dealing with multiple Private clients daily**:

- **Full-Time opportunity based in Melbourne CBD**

**About the role**

The Private Direct Advisor provides critical support to a large portfolio of Private Direct clients. Supporting a pool of Bankers and Associates, you will play a key role in driving customer advocacy through delivering outstanding service.

You will be accountable in supporting the **Private experience **by:

- Providing assistance in supporting clients’ transactional and day-to-day enquiries or requests;
- Being confident and able to have conversations with clients
- Demonstrating consistent and quality service to retain clients, including efficiently responding to requests
- Ensuring a consistently high standard of loan documentation, as well as attending to the maintenance of loans - including renewals.
- Identifying and meeting the needs of NAB Private Direct clients by drawing on specialist capabilities and seeking to surpass client expectations.
- Ensuring follow-up and completion of Client Profile following client conversations.

You will be accountable for **delivering results** by:

- Completing all client administration and tasks, documentation, procedures, checks and system updates.
- Sending quality referrals through to our bankers and investment team.
- Maintaining a risk mindset and ensuring the correct process is followed in our business
- Providing support to our Associate and Banker cohort.
- Maintaining knowledge of markets, products and industry trends.
- Responding to client requests in a timely manner and proposing solutions aligned with their needs.

**Experience/Skills**:
**A diverse and inclusive workplace works better for everyone.**

We know that our people make us who we are. That's why we have built a culture of respect - where everyone feels valued and appreciated for being their true authentic selves at NAB. With our focus on inclusion and diversity, and in partnership with our Employee Resource Groups, NAB is a place where First Nations colleagues, colleagues of all genders, sexualities and ages, carers and colleagues with disability, and colleagues from all cultures, races and religions have the opportunity to thrive, connect and grow.

**NAB, invested in you**

We are committed to gender equality and are proud to be an equal opportunity employer and have a diverse and inclusive workforce. We have committed $70bn in financing to help address climate change and provide 2 days of paid leave each year through our employee volunteering program to support community organisations.

We support our colleagues to be their best by offering a wide range of educational, financial, lifestyle, health & wellbeing benefits. For more information please visit here.

**Join NAB**

If you think this role is the right fit for you, we invite you to apply. Let’s explore who you are and what drives you. We’d love to share our vision for the future of banking.
- Please note unsolicited CVs from agencies will not be accepted.

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