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Relationship Associate

2 weeks ago

Sydney, Australia NAB Full time

Relationship Associate - Metro Sydney
- Job number: 801834
- Primary position location: NSW- Sydney CBD
- Primary position location: NSW- Sydney inner
- Category: Banking & Financial Services
- Category: Business Banking
- Work type: Permanent Full time
- Closing at: Jul 11 2025 - 23:55 AEST

**Favourite**

Our people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation and creates strong, lasting customer relationships as we strive to be the most customer centric company in Australia and New Zealand.
- Multiple permanent full-time opportunities across Metro Melbourne.
- Join a supportive, high-performing team that’s committed to your growth and career development.
- Put your customer service skills to meaningful use - help deliver, real positive outcomes for our customers and communities.

In the role of a **Relationship Associate**, you will join the **Metro & Specialised Team** that’s doubling down on customer obsession.

**Each day, you’ll go above and beyond to**:

- Align to local teams and building relationships with customers through retaining local knowledge.
- Drive customer advocacy by being an empowered case resolver for customer servicing enquiries.
- Support Relationship Managers to complete customer servicing tasks and maximise utilisation of value chain stakeholders to assist in the timely completion of customer requests.
- Be accountable for customer adoption of digital channels including education of customers to transition to self-servicing channels to simplify customer banking.
- Be Centre of Excellence for on boarding new to bank customers and completion of KYC requirements including accountability for quality and time to cash metrics.
- Identify ways in which we can continue to meet or better support our customer needs through engagement with our specialist bankers.
- Proactive management of the Term Deposit Rollovers and opening of new Term Deposit Accounts.
- Assist Bankers with Asset finance quotes, documentation and payout information for customers.

**We’re looking for the best and brightest to deliver the best for our customers. You’ll need**:

- Tertiary qualification in Banking & Finance or a business-related discipline (preferred).
- Ability to deliver superior customer service on a consistent basis.
- A customer obsessed mindset to get outcomes for our customers and bankers.
- Knowledge and understanding of digital platforms and customer self-service channels.
- Foundational NAB System Knowledge, proficiency in Siebel and Ebobs desirable.
- Financial analysis ability and willingness to further develop business and financial acumen.

**A diverse and inclusive workplace works better for everyone**
We know that our people make us who we are. That's why we have built a culture of equity and respect - where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all NAB colleagues’ unique backgrounds and identities are understood, respected and celebrated. We are committed to providing an environment where you can work your way.

**Join NAB