Private Banking Expert

3 days ago

Sydney, New South Wales, Australia beBeeAnalysis Full time $120,000 - $140,000
About the Role

We are seeking a skilled and analytical professional to join our team as a Private Bank Analyst. As a key member of our private banking group, you will be responsible for supporting our private bankers with value-added solutions.

Key Responsibilities:

  • Completing credit submissions for timely delivery of decisions, documentation, and funding.
  • Providing exceptional customer service, client communication, and engagement for credit submission requests.
  • Conducting detailed analysis of client and industry-specific information to meet client needs.
  • Preparing concise and well-reasoned credit correspondence.
  • Focusing on quality, credit management, and minimizing credit and operational losses.
  • Auditing and reviewing team files to meet credit assurance standards.

Requirements:

  • Credit analysis training and experience supporting deal structuring.
  • Ability to read and interpret complex financial statements.
  • Advanced MS Excel skills and experience in performing financial analysis/modelling.
  • Strong analytical skills and ability to quickly grasp consumer lending transactions.
  • Tertiary qualifications in business-related disciplines (desirable).
  • Sales, customer service, or relationship management experience in accounting, finance, or banking roles (desirable).

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