Wholesale Payment Documentation Specialist

5 days ago


Sydney, New South Wales, Australia Ambition Full time
About the Role

We are seeking a highly skilled Wholesale Payment Documentation Specialist to join our team. As a key member of our team, you will be responsible for understanding documentary account maintenance needs for Financial Institutions and Corporate clients.

Key Responsibilities:
  • Oversee client documentation requests, encompassing account maintenance, setup of Electronic Payment Signatory Forms, and managing additions and removals of signatories.
  • Possess a solid understanding of company documentation, including Board Resolutions, Certificates of Incumbency, and Company Extracts.
  • Interpret and act on global documentation requirements effectively.
  • Exhibit strong problem-solving abilities, understanding client needs and responding promptly.
  • Foster robust relationships with clients, grasping their documentary requirements and providing support for their initiatives.
  • Demonstrate effective negotiation skills with both internal and external clients to ensure timely completion of all deliverables.
  • Collaborate with local and regional stakeholders to implement strategies that align with business goals.
  • Maintain disciplined case management practices, ensuring all client requests are logged, tracked, and reported promptly.
  • Comply with all internal and external Service Level Agreements (SLAs) for both internal processes and client interactions.
Required Skills and Qualifications

To succeed in this role, you will need to have:

  • In-depth understanding of corporate banking.
  • Experience managing documentation (e.g., Board Resolutions) within a banking environment.
  • Relevant tertiary qualification.
  • Familiarity with banking documentation and products, including domestic and international payments.
  • Proven track record in cultivating and managing client relationships and collaborating with internal stakeholders.
  • Strong skills in influencing, negotiation, and presentation.
  • Excellent analytical and process-oriented capabilities, with a keen eye for detail in complex, matrixed environments.
  • Demonstrated ability to collaborate effectively and build strong partnerships across diverse teams.
Salary and Benefits

The salary for this role is estimated at $325,000 per annum, based on industry standards. In addition to a competitive salary, we offer a range of benefits, including superannuation and professional development opportunities.



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