Associate Transactional Direct

2 weeks ago

Melbourne, Australia NAB - National Australia Bank Full time

**Work type**: Permanent Full time
**Location**: VIC- Melbourne CBD
- **Work to deliver an exceptional service to NAB’s Business customers**:

- **Build your career and develop within a results-oriented and delivery-focussed team**:

- **Work with a fun, passionate, and supportive team**

**About the role**

The vision of the Transactional Direct team is that every NAB customer is a full Transactional customer. Full Transactional customers have a higher Net Promoter Score, increased ROE, and sees NAB as their Bank of Choice.

As a Transactional Direct Associate, you will work in partnership with in-field Transactional Specialists and Relationship Bankers. Your primary purpose is to receive and make telephone calls to attract and retain customers by identifying their Transactional Banking needs and matching them with the right solutions. In addition to this, you’ll be required to identify customers’ other banking needs and refer them to the right area within NAB.

**Core role requirements**:

- Identify and address the Transactional Banking needs of new and existing customers
- Effectively managing an active sales funnel, including correctly mapping opportunities and recording call reports to customer profiles, taking next actions/steps and reflecting the correct opportunity status in the sales cycle
- Support our customers shift towards digital adoption, improve cash management practices and help connect them across the organisation through referrals to support their ongoing and future needs
- Proactively manage risk; meet all policy and compliance requirements; perform controls; adhere to Process and Procedures pertinent to role; and escalate events, issues or breaches as they are identified
- Meet Performance goals set in financial goals

**Skills and experience required**:

- A sound understanding of transactional products and services
- Outstanding communication and interpersonal skills suited to a contact centre environment
- Comprehensive knowledge of business / commercial practices
- You need ambition, and you need to be an enthusiastic self-starter
- Ability to effectively manage conflicting priorities and competing stakeholder expectations
- A Degree in Business or Finance will be viewed highly
- Solutions-based experience is advantageous

**_To be eligible to apply, you must have Australian or New Zealand citizenship or permanent residency status._**

**_ Position based at 700 Bourke St, VIC, Docklands._**
- We embrace diversity of thought, style and working arrangements to ensure our workforce is representative of the community that we serve._

  • Associate Transactional Direct

    3 days ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Region**: VIC- Melbourne CBD - **Are you passionate about talking to Small Business Owners?**: - **Do you like working in a fun, passionate and supportive team?**: - **Melbourne based - rotation schedule: shifts start as early as 8am and end as late as 6pm** **It’s more than a career at NAB. It’s about more...

  • Associate Transactional Direct

    1 week ago

    Melbourne, Victoria, Australia NAB - National Australia Bank Full time

    Work type: Permanent Full timeRegion: VIC- Melbourne CBD- Are you passionate about talking to Small Business Owners?:Do you like working in a fun, passionate and supportive team?:- **Melbourne based- rotation schedule: shifts start as early as 8am and end as late as 6pm**It's more than a career at NAB. It's about more opportunity, more moments to make a...

  • Associate / Associate Director, Direct Lending

    3 weeks ago

    Melbourne, Australia Epsilon Direct Lending Full time

    **Associate / Associate Director, Direct Lending (Private Credit)** - Melbourne Based_ - Permanent / Full time_ - Salary: Competitive_ Epsilon Direct Lending (Epsilon) is an Australian based and focused private credit asset management firm with offices in Sydney and Melbourne. Epsilon is an active middle market corporate direct lender, providing cash flow...

  • Associate / Associate Director, Direct Lending

    1 week ago

    Melbourne, Victoria, Australia Epsilon Direct Lending Full time

    Associate / Associate Director, Direct Lending (Private Credit) Melbourne Based_ Permanent / Full time_ Salary: Competitive_Epsilon Direct Lending (Epsilon) is an Australian based and focused private credit asset management firm with offices in Sydney and Melbourne.Epsilon is an active middle market corporate direct lender, providing cash flow based...

  • Associate, Transactional Direct

    2 months ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Location**: VIC- Melbourne CBD - **Are you passionate about Talking to Small Business Owners?**: - **Do you like working in a fun, passionate and supportive team?**: - **Multiple permanent opportunities available** If your answer is **yes** to the above, hit **Apply** we would love to hear from you! **About The...

  • Associate, Transactional Direct

    1 hour ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Location**: VIC- Melbourne CBD - **Are you passionate about Talking to Small Business Owners?**: - **Do you like working in a fun, passionate and supportive team?**: - **Multiple permanent opportunities available** If your answer is **yes** to the above, hit **Apply** we would love to hear from you! **About The...

  • Transactional Direct Bdm

    1 week ago

    Melbourne, Victoria, Australia National Australia Bank Full time

    Transactional Direct BDM - MelbourneTransactional Direct BDM - MelbourneJob no: 793517Business unit: Business and PrivatePrimary position location: 700 Bourke St, Docklands, VICWork type: Permanent Full timeRegion: VIC- Melbourne CBD- A unique opportunity to work across Small Business Metro: the largest and most paramount part of our Business Direct and...

  • Associate, Transactional Direct

    1 week ago

    Melbourne, Victoria, Australia NAB - National Australia Bank Full time

    Work type: Permanent Full timeLocation: VIC- Melbourne CBD- Are you passionate about Talking to Small Business Owners?:Do you like working in a fun, passionate and supportive team?:- Multiple permanent opportunities availableIf your answer is yes to the above, hit Apply we would love to hear from youAbout The RoleWe are passionate about helping Small...

  • Transactional Direct Bdm

    1 week ago

    Melbourne, Victoria, Australia NAB - National Australia Bank Full time

    Work type: Permanent Full timeRegion: VIC- Melbourne CBD- A unique opportunity to work across Small Business Metro: the largest and most paramount part of our Business Direct and Small Business segment:- Bring your passion for customers and business banking to this role:- We're proud to be a Top quartile engaged business with strong colleague engagement:-...

  • Transactional Direct Bdm

    7 days ago

    Melbourne, Australia National Australia Bank Full time

    Transactional Direct BDM - Melbourne **Transactional Direct BDM - Melbourne** **Job no**: 793517 **Business unit**: Business and Private **Primary position location**: 700 Bourke St, Docklands, VIC **Work type**: Permanent Full time **Region**: VIC- Melbourne CBD - **A unique opportunity to work across Small Business Metro: the largest and most...

  • Transactional Direct Bdm

    4 weeks ago

    Melbourne, Australia National Australia Bank Full time

    Transactional Direct BDM - Melbourne **Transactional Direct BDM - Melbourne** **Job no**: 793517 **Business unit**: Business and Private **Primary position location**: 700 Bourke St, Docklands, VIC **Work type**: Permanent Full time **Region**: VIC- Melbourne CBD - **A unique opportunity to work across Small Business Metro: the largest and most...

  • Transactional Direct Bdm

    2 months ago

    Melbourne, Australia National Australia Bank Full time

    Transactional Direct BDM - Melbourne **Transactional Direct BDM - Melbourne** **Job no**: 793517 **Business unit**: Business and Private **Primary position location**: 700 Bourke St, Docklands, VIC **Work type**: Permanent Full time **Region**: VIC- Melbourne CBD - **A unique opportunity to work across Small Business Metro: the largest and most...

  • Transactional Direct Bdm

    2 hours ago

    Melbourne, Australia National Australia Bank Full time

    Transactional Direct BDM - Melbourne **Transactional Direct BDM - Melbourne** **Job no**: 793517 **Business unit**: Business and Private **Primary position location**: 700 Bourke St, Docklands, VIC **Work type**: Permanent Full time **Region**: VIC- Melbourne CBD - **A unique opportunity to work across Small Business Metro: the largest and most...

  • Senior Associate Transaction Management

    3 weeks ago

    Melbourne, Victoria, Australia National Australia Bank Full time

    Senior Associate Transaction Management Job no: Business unit: Corporate and Institutional Primary position location: 395 Bourke St, Melbourne, VIC Work type: Fixed term Full time, Secondment Region: VIC- Melbourne CBD 18 Months Fixed-Term Opportunity Collaborative and challenging fast paced culture You will be supported to grow and learn It's more than...

  • Senior Associate Transaction Management

    2 months ago

    Melbourne, Victoria, Australia National Australia Bank Full time

    Senior Associate Transaction Management Job no: Business unit: Corporate and Institutional Primary position location: 395 Bourke St, Melbourne, VIC Work type: Fixed term Full time, Secondment Region: VIC- Melbourne CBD 18 Months Fixed-Term Opportunity Collaborative and challenging fast paced culture You will be supported to grow and learn It's more than...

  • Transactional Direct Bdm

    2 months ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Region**: VIC- Melbourne CBD - **A unique opportunity to work across Small Business Metro: the largest and most paramount part of our Business Direct and Small Business segment.**: - **Bring your passion for customers and business banking to this role**: - **We’re proud to be a Top quartile engaged business with...

  • Associate Director

    3 weeks ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Location**: VIC- Melbourne CBD - Senior role with a focus on origination and account management within Transactional Banking - Complex Corporate and Institutional Banking client portfolios - Utilise your passion for working with clients and delivering bespoke solutions - Showcase your breadth of relationship sales...

  • Associate Director

    7 days ago

    Melbourne, Australia Commonwealth Bank of Australia Full time

    Associate Director - Transaction Banking Solutions - **Opportunity to join CBA's Transaction Banking Solutions team**: - **Be part of this progressive and innovative environment**: - **Melbourne CBD based role** **See yourself in our team** Transaction Banking Solutions provide tailored working capital solutions, including payables, receivables, cash and...

  • Associate Director Product Management Transactional

    2 months ago

    Melbourne, Australia National Australia Bank Full time

    Associate Director | Product Management | Transactional Banking & Enterprise Payments **Associate Director | Product Management | Transactional Banking & Enterprise Payments** **Job no**: 792243 **Business unit**: Corporate and Institutional **Primary position location**: 395 Bourke St, Melbourne, VIC **Work type**: Permanent Full time **Region**: VIC-...

  • Associate Director Product Management Transactional

    3 weeks ago

    Melbourne, Australia National Australia Bank Full time

    Associate Director | Product Management | Transactional Banking & Enterprise Payments **Associate Director | Product Management | Transactional Banking & Enterprise Payments** **Job no**: 792243 **Business unit**: Corporate and Institutional **Primary position location**: 395 Bourke St, Melbourne, VIC **Work type**: Permanent Full time **Region**: VIC-...