Strategic Account Executive

2 weeks ago

Sydney, New South Wales, Australia beBeeAccountant Full time $180,000 - $250,000

Unleash Your Potential in Business Banking

We are seeking a skilled Strategic Account Executive to join our high-performing Major Client Group team, where you will play a pivotal role in supporting Relationship Executives with operational and credit needs of complex clients.

As a key member of our team, you will be responsible for preparing high-quality credit submissions, monitoring ongoing performance, and ensuring smooth execution of transactions. You will also provide support with daily client servicing needs, giving you exposure to account management and the opportunity to build strong client relationships.

Key Responsibilities:

  • Manage bank guarantee issuance and returns, including bespoke terms and conditions.
  • Responsible for KYC processes and account openings, including transactional banking needs if applicable.
  • Responsible for CCL/FA Pathway submissions.
  • Responsible for processing credit submissions, preparation of external and internal finance documentation.
  • Responsible for covenant monitoring and annual reviews for existing clients.
  • Execute deals from end to end in collaboration with Relationship Executives, Risk, Product, and Legal teams.
  • Analyse financial performance, industry trends, and assess transaction risks.
  • Execute on funding activities.
  • Provide responsive support for client transactions and banking requests.
  • Maintain accurate records and ensure data integrity across systems.
  • Build strong working relationships with internal stakeholders to deliver seamless client outcomes.

Requirements:

  • Experience as an Account Manager seeking to broaden capabilities with credit analytical work, or experienced Associate aiming to expand into account management responsibilities.
  • Background in commercial credit analysis, transaction advisory, debt structuring, or similar analytical position within banking or consulting.
  • Strong understanding of financial statements and well-developed financial modelling skills.
  • Proactive mindset with genuine desire to learn and grow.
  • Excellent communication and stakeholder engagement skills.
  • Tertiary qualifications in Accounting, Finance, Economics, or related field.
  • Exposure to construction or property sectors advantageous but not essential.

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