Associate Relationship Manager, Banks and Insurance

2 months ago


Sydney, Australia Westpac Institutional Banking Full time

**This role is a Parental Leave Cover Role for a 12-month period**:

- **Opportunity to join Westpac’s Institutional Bank**:

- **Sydney Based**

**How will I help?**

Westpac Institutional Bank (WIB) manages the financial needs of corporate, institutional and government clients that are based, or have interests in, Australia and New Zealand.

The Banks and Insurance Relationships team sits within the Corporate and Institutional Bank (CIB) and manages and delivers strategic engagement to a diverse group of Domestic and International Banks and Insurance companies.

The role will report to the Head of Banks and Insurance Relationships. As an Associate within the team you will be responsible for supporting the coverage bankers drive strategic engagement, managing and deepening the relationship with a portfolio of clients in the Banks and Insurance sector.

**You can expect to be involved in the following**:

- Coordinating the professional delivery of solutions for customers including developing customer presentation material
- Coordinating communication to customers
- Supporting the development of customer relationships and attendance at customer meetings where appropriate.
- Acting as an interface with the customer on client service matters.
- Preparing and coordinating pricing approvals and account plans
- Overseeing hygiene matters necessary for the smooth running of the Bank and Insurance customer portfolio including pipeline, revenue forecasting and reporting
- Support the development and execution of sector strategy.
- Engagement with key stakeholders including risk, product, business development and customer insights and analytics.
- Ad hoc tasks to support customer needs and deliverables

**What’s in it for me?**

Inspiring teams and unexpected opportunities. Plus, the backing and great benefits from one of the most refreshing employers in Australia. For example, you’ll be able to have access to some of the best banking, wealth, and insurance benefits in the market, be paid well, as well as an entire suite of online learning and career planning tools so you can grow.

Whatever shape your family takes, we offer generous paid and unpaid parental leave for your nominated primary and support carers. This includes leave to organise adoptions, surrogacy, and foster care arrangements. And we continue to pay your super contributions while you take all the time you need to get your new family settled.

**What do I need?**

To be successful in the role, you will need to work well in a team environment, coordinating internal and external stakeholders. You will also be:

- Confident and competent individual who has demonstrated success in a fast paced, team-based environment and proficient in a customer-facing environment
- Exceptional communication skills and attention to detail
- Highly numerate with the ability to navigate complex systems
- Project management skills and credit experience is desirable
- Degree qualified - Business/Finance/Accounting/Economics preferably

**What’s it like to work there?**

For the past 200 years, we’ve been backing people, businesses, communities, and ideas. As Australia’s first bank, we’ve adapted and evolved, inspired by our customers and a genuine desire to create better futures.

Together, we’re creating better futures for all our people, customers, communities, and shareholders. This has been our enduring Purpose.

We make change happen in the community. It’s our shared vision of a safer, greener, and more inclusive world that sees us back new ideas, innovations and individuals who are creating better futures.

**How do I Apply?**

**Start here **. Just click on the **APPLY **button.

**Do you need reasonable adjustments during the recruitment process?



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