Transaction Banking Expert

2 weeks ago


Sydney, New South Wales, Australia beBeeOpportunity Full time $180,000 - $250,000
Job Title:

Transaction Banking Specialist


About the Role

This high-profile role is responsible for managing and growing a client portfolio across various industries. The ideal candidate will be dealing with senior leaders who are keen to harness the latest solutions to provide real value to their end clients.

The objective of this role is to drive positive advocacy and generate buying decisions from clients within this portfolio by working closely with key stakeholders to leverage business strategy and deliver on execution.

This opportunity provides the ability to contribute your skillsets to the wider Transaction Banking business while benefiting from exposure in working closely with colleagues across the ANZ network.

As a transaction banking specialist, you will be accountable for managing a portfolio of clients who utilize the bank's transaction banking product set, delivering exceptional customer experience via ownership of origination and account management, planning and measuring customer revenue, growth, volumes, and targets.

Shared ownership of risk, control, and governance practices in conjunction with the Global Head of TB Financial Institutions is also required.

Advocate for TB Financial Institutions, and promote the wider Transaction Banking agenda, strategy, and capabilities.

Prepare and deliver transaction banking strategic reviews to drive insights and opportunities as well as develop customer account plans; enhance and actively drive initiatives across both cash and trade verticals in conjunction with the FI/INSTO relationship, Product, Operations, Legal, and TB teams.

Financial management of the portfolio, driving revenue and profitability across payments and cash management, developing customer pricing to ensure sound profitable growth, active customer calling program.

What We're Looking For
  • Experience in the payment industry, transaction banking sales, or relationship management.
  • Influencing skills and an ability to work with multiple stakeholders in a variety of jurisdictions.
  • Research and analytical skills to achieve deep customer understanding to develop customer-specific service propositions.
  • Strategic thinking and business acumen to enable discussions with senior client representatives regarding ANZ-initiated deals.
  • Ability to identify future needs of clients through key questioning techniques.
  • Strong communication skills – both verbal and written to manage client expectations.


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

    Transaction Banking Solutions DirectorA visionary leader is required to spearhead our transaction banking solutions team, driving strategic growth and innovation in the institutional NBFI sector.Key Responsibilities:Develop and implement comprehensive plans for delivering exceptional transaction banking solutionsLead a high-performing team of experts in...


  • Sydney, New South Wales, Australia beBeeStrategist Full time $135,000 - $190,000

    Job DescriptionAs a seasoned Business Development Executive, we are seeking a results-driven individual to drive strategic growth across the Asia-Pacific region in transaction banking.This role is ideal for professionals with a strong background in institutional banking and a well-established network of senior decision-makers.Identify and pursue high-value...


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

    Unlocking Banking SuccessThe 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...


  • Sydney, New South Wales, Australia Commonwealth Bank Full time

    Director, Business Development Transaction BankingJoin to apply for the Director, Business Development Transaction Banking role at Commonwealth BankDirector, Business Development Transaction Banking4 days ago Be among the first 25 applicantsJoin to apply for the Director, Business Development Transaction Banking role at Commonwealth BankGet AI-powered advice...


  • Sydney, New South Wales, Australia Commonwealth Bank Full time

    Director, Business Development Transaction BankingJoin to apply for the Director, Business Development Transaction Banking role at Commonwealth BankDirector, Business Development Transaction Banking4 days ago Be among the first 25 applicantsJoin to apply for the Director, Business Development Transaction Banking role at Commonwealth BankGet AI-powered advice...


  • Sydney, New South Wales, Australia beBeeTransformation Full time $150,000 - $200,000

    Job DescriptionAs a seasoned professional, you will lead transaction banking solutions to drive business growth and innovation.Key Responsibilities:Develop and execute strategic plans to win transaction banking mandates through in-depth deal cycle understanding.Design and deliver tailored working capital solutions to clients, empowering them to innovate and...


  • Sydney, New South Wales, Australia beBeeTransactional Full time $102,953 - $143,958

    Unlock a unique opportunity to work across commercial broker and transactional banking teams.About the Role:Key Responsibilities:


  • Sydney, New South Wales, Australia Standard Chartered Full time

    Join to apply for the Director, Transaction Banking role at Standard Chartered 4 days ago Be among the first 25 applicants Join to apply for the Director, Transaction Banking role at Standard Chartered Job SummaryAs a TB sales person the key job responsibility is to drive revenue growth by selling cash management and trade products to corporate...


  • Sydney, New South Wales, Australia Commonwealth Bank Full time

    You're a highly experienced transaction banker Understands the deal cycle to win transaction banking mandates Permanent, full time role based in Sydney 2x positions available See yourself in our team: Transaction Banking Solutionsdelivers tailored working capital solutions—including payables, receivables, cash and treasury management—that empower our...


  • Sydney, New South Wales, Australia Australia And New Zealand Banking Group Limited Full time

    Select how often (in days) to receive an alert: Associate Director, Diversified Financial Institutions Transaction Banking Sales Division: Institutional Location: Sydney About Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our customers.Our Institutional...