Associate Transactional Direct

6 months 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 opportunity, more moments to make a difference and more focus on you.**

Your job is just one part of your life. When you bring your ideas, energy, and hunger for growth to us, you’ll be recognised and rewarded for your contribution in return. You’ll have our support to excel for our customers, deliver positive change for our communities and grow your career.

It’s a good time to see what more you can find at NAB as an **Associate, Transactional Direct**.

**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

**Inclusion and Diversity**

We know that our people make us who we are. That's why we have built a culture of equity and respect - where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all NAB colleagues’ unique backgrounds and identities are understood, respected and celebrated.

**More focus on you**

We are committed to delivering a positive experience for our colleagues and a workplace you can be proud of. We support our colleagues to balance their careers and personal life through flexible working arrangements such as hybrid working and job sharing and competitive financial and lifestyle benefits. We invest in our colleagues through world class development programs (Distinctive Leadership and Career Qualified in Banking), and empower you to learn, grow and pursue exciting career opportunities. To learn more, visit the Benefits of Working at NAB page on our website.

**Join NAB**

unsolicited CVs from agencies will not be accepted.

  • Associate, Transactional Direct

    1 day ago

    Melbourne, Australia NAB Full time

    Associate, Transactional Direct - Job number: 797620 - Primary position location: Victoria Street, VIC- Melbourne CBD, VIC, Australia - Category: Business Banking - Category: Call Centre/Contact Centre - Work type: Permanent Full time - Opening at: Dec 12 2024 at 06:00 AEDT - Closing at: Dec 18 2024 at 23:55 AEDT **Favourite** - We win by doing things the...

  • Associate / Associate Director, Direct Lending

    6 months 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...

  • Transactional Direct Bdm

    8 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...

  • Manager Transactional Direct

    6 months ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Region**: VIC- Melbourne CBD - **Be recognised as a leader, empowered to deliver and succeed.**: - **Make your impact in a highly engaged team.**: - **Help shape and drive business strategy in a fast paced, high growth environment.** **A career that gives you more** Your career at NAB is about more than money, it's...

  • Eoi Associate Director

    6 months ago

    Melbourne, Australia RPS Group Full time

    RPS is seeking an experienced Associate Director to join our Advisory Services - Commercial and Delivery team in Victoria. We are seeking conscientious and high-performing individuals looking to join our teams providing procurement transaction and/or commercial services for our government and private clients. We work on some of Australia's largest and most...

  • Associate Director Product Management Transactional

    8 months ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Region**: VIC- Melbourne CBD - **Make a genuine difference through the work you do in Product Management in this newly created role and function within C&IB at NAB**: - **Be rewarded for the value and knowledge you bring in Transactional Banking & Enterprise Payments**: - **Be part of a collaborative and engaging team...

  • Transactions Management-p2

    6 months ago

    Melbourne, Australia JLL Full time

    JLL supports the Whole You, personally and professionally. **Job Title**: Transaction Manager **Business Unit**: Integrated Portfolio Services **Department**: Government Account **Reporting Relationships**: Direct Manager: Direct Reports: Senior Transaction Manager (Nil) **Location**: Melbourne, VIC **Objective/Accountabilities**: As a Transaction Manager,...

  • Corporate Transactions Specialist

    3 weeks ago

    Melbourne, Victoria, Australia Michael Page Full time

    About Our FirmMichael Page is a leading global law firm renowned for its expertise in corporate transactions, with a strong presence in the Middle East.We offer a dynamic and challenging environment for talented legal professionals to excel in their careers.Job SummaryThis is an exciting opportunity to join our team as a Senior Associate, advising clients on...

  • Transaction Lawyer

    4 weeks ago

    Melbourne, Victoria, Australia Ashurst Full time

    About Ashurst:Ashurst is a leading progressive global law firm with a rich history spanning over 200 years. We aim to become the leading law firm in Australia.Our Corporate Transactions team works on market-leading transactions, including:ANZ's $4.9 billion acquisition of Suncorp BankAlcoa's $3.4 billion acquisition of Alumina LimitedPAG's acquisition of...

  • Real Estate Transactions Specialist

    3 weeks ago

    Melbourne, Victoria, Australia Ablethorpe Recruitment Full time

    Unlock Career Growth with Top-Tier Property Law RolesWe have multiple positions available in property law at various levels, offering a unique opportunity to enhance your career. Our esteemed clients, including top-tier firms, mid-tier companies, and boutique specialists, are seeking skilled professionals to join their teams.The roles include...

  • Tcc Transaction Manager

    6 months ago

    Melbourne, Australia Department of Transport and Planning Full time

    Location: Melbourne | CBD Job type: Full time Organisation: Department of Transport and Planning **Salary**: $175,731 - $238,997 Occupation: Other Reference: 2815 **About this Role** The Transaction Manager will report directly to the STC Director Tolling. The Transaction Manager is responsible for planning, organising, managing, and coordinating the...

  • Corporate Transactional Lawyer

    1 month ago

    Melbourne, Victoria, Australia Michael Page Full time

    Job Title: Senior AssociateAbout Michael PageMichael Page is a leading recruitment agency specialising in professional staffing services.Job DescriptionAdvising clients on complex cross-border M&A, JV, and corporate restructuring transactionsNegotiating and drafting transaction documentsConducting due diligence and preparing reportsCollaborating with...

  • Transaction Manager

    6 months ago

    Melbourne, Australia JLL Full time

    JLL supports the Whole You, personally and professionally. Shaping the future of real estate for a better world At JLL, we see a Brighter Way forward for our clients, our people, our planet, and our communities. With over 200 years of real estate experience, we are, and always have been, in continual pursuit of brighter ways of working. We bring to life...

  • Agribusiness Transactions Specialist

    4 weeks ago

    Melbourne, Victoria, Australia Colliers Full time

    About ColliersWe are a leading real estate company that accelerates the success of our clients by empowering them to think and act differently. Our people are passionate, take personal responsibility, and always do what's right for our clients, people, and communities.Our Rural and Agribusiness division is experiencing growth, and we are looking to expand...

  • Corporate Transactions Specialist

    4 weeks ago

    Melbourne, Victoria, Australia Ashurst Full time

    About the OpportunityWe are seeking a Senior Lawyer or Senior Associate with a proven track record in M&A transactions to join our Corporate Transactions team in Melbourne.Key ResponsibilitiesAssist in leading market-leading transactions, including acquisitions, divestitures, and joint ventures;Analyze complex business problems and develop innovative...

  • Property Lawyers: Transactional Specialists

    3 weeks ago

    Melbourne, Victoria, Australia Ablethorpe Recruitment Full time

    Opportunity SummaryAblethorpe Recruitment is pleased to present a range of exciting opportunities for skilled Property Lawyers to join reputable firms across Australia.We are seeking talented professionals with a strong background in property law, including experience in transactions, leasing, and development. About the RolesAn Associate/Senior Associate...

  • Property Transaction Coordinator

    4 weeks ago

    Melbourne, Victoria, Australia PARTALE Full time

    About the RoleWe are seeking an experienced Property Transaction Coordinator to join our team at PARTALE in Melbourne CBD. In this role, you will play a crucial part in ensuring seamless administrative support for our clients' property transactions. Key Responsibilities:Provide timely and effective legal and administrative support to our department.Instruct...

  • Corporate Transactions

    1 month ago

    Melbourne, Australia Ashurst Full time

    Job Title Corporate Transactions (M&A) - Senior Lawyer/ Senior Associate (Melbourne) ...

  • Transaction Manager

    6 months ago

    Melbourne, Australia JLL Full time

    JLL supports the Whole You, personally and professionally. Shaping the future of real estate for a better world At JLL, we see a Brighter Way forward for our clients, our people, our planet, and our communities. With over 200 years of real estate experience, we are, and always have been, in continual pursuit of brighter ways of working. We bring to life...

  • Exceptional Senior Associate to Spearhead Technology Transactions

    4 weeks ago

    Melbourne, Victoria, Australia Clayton UTZ Full time

    We are seeking an accomplished Senior Associate to join our prestigious IP & Technology Practice in Melbourne, offering a unique opportunity to drive technology transactions and projects.The successful candidate will have extensive experience in drafting and negotiating technology-related contracts, with a strong academic record of achievement and an...