Transactional Banking Expertise Manager

2 days ago

Sydney, New South Wales, Australia beBeeEnablement Full time $116,900 - $141,500

Unlocking Banking Success

The Transaction Banking Customer Success team empowers the entire spectrum of customers' needs, from small businesses to large corporates.

We manage the end-to-end experience for Cash Management and Merchant Solutions products, as well as Customer Lifecycle Management and leading customer propositions.

We collaborate with frontline relationship teams, specialists, product partners, marketing, compliance, and other support teams to create and leverage sales enablement artefacts for Commercial Banking, Major Client Group, Regional, and Agribusiness.

We provide transaction banking specialist expertise and training for frontline teams and customers across these segments.

This role is a key enabler for customer success – focused on building deep transaction banking solution capabilities and a high-performing sales culture across our Transaction Banking Specialists.

You'll drive initiatives that uplift sales performance, capability, and deliver experiences our customers will love.

You'll work across Product, Operations, HR, and Frontline teams to design and embed AI-powered enablement, strengthen sales excellence practices, and elevate the productivity and efficacy of the Transaction Banking Solutions team.

To be successful in this role, you may be responsible for:

Sales Enablement & Capability Building

  • Create clear, actionable plans that drive banker productivity and deepen customer conversations.
  • Equip frontline teams to act as advocates – confidently articulating transaction banking solutions and how they meet customer needs.
  • Identify and close capability gaps using data, feedback, and performance insights.
  • Strengthen consistency in solutioning, deal conversion, and cross-sell across the sales force.

AI-Powered Learning & Scalable Programs

  • Design and deliver or source scalable enablement programs across Specialist onboarding, continuous learning, and leader-led coaching.
  • Use AI tools to create engaging, targeted content that simplifies complexity and drives behaviour change.
  • Collaborate with SMEs, product, and sales leaders to produce high-quality content and customer-facing collateral.

Leadership Enablement & Strategic Influence

  • Build or leverage tools and frameworks that uplift coaching, pipeline discipline, and performance conversations.
  • Act as a trusted advisor to the Transaction Banking Leadership team – delivering initiatives that increase visibility and impact across Business Banking.
  • Provide insights and recommendations that inform future investment in capability and sales acceleration.

Performance Measurement & Growth Pathways

  • Use data and reporting to measure uplift in frontline capability, engagement, and business outcomes.
  • Monitor and refine programs based on performance data and qualitative feedback.
  • Share insights that demonstrate the value of enablement investments and shape future strategy.

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