Associate Transactional Direct

**Work type**: Permanent Full time
**Region**: VIC- Melbourne CBD
- **Are you passionate about talking to Small Business Owners?**:

- **Do you like working in a fun, passionate and supportive team?**:

- **Melbourne based
- rotation schedule: shifts start as early as 8am and end as late as 6pm**

**It’s more than a career at NAB. It’s about more opportunity, more moments to make a difference and more focus on you.**

Your job is just one part of your life. When you bring your ideas, energy, and hunger for growth to us, you’ll be recognised and rewarded for your contribution in return. You’ll have our support to excel for our customers, deliver positive change for our communities and grow your career.

It’s a good time to see what more you can find at NAB as an **Associate, Transactional Direct**.

**About the role**

The vision of the Transactional Direct team is that every NAB customer is a full Transactional customer. Full Transactional customers have a higher Net Promoter Score, increased ROE, and sees NAB as their Bank of Choice.
As a Transactional Direct Associate, you will work in partnership with in-field Transactional Specialists and Relationship Bankers. Your primary purpose is to receive and make telephone calls to attract and retain customers by identifying their Transactional Banking needs and matching them with the right solutions. In addition to this, you’ll be required to identify customers’ other banking needs and refer them to the right area within NAB.

**Core role requirements**:

- Identify and address the Transactional Banking needs of new and existing customers
- Effectively managing an active sales funnel, including correctly mapping opportunities and recording call reports to customer profiles, taking next actions/steps and reflecting the correct opportunity status in the sales cycle
- Support our customers shift towards digital adoption, improve cash management practices and help connect them across the organisation through referrals to support their ongoing and future needs
- Proactively manage risk; meet all policy and compliance requirements; perform controls; adhere to Process and Procedures pertinent to role; and escalate events, issues or breaches as they are identified
- Meet Performance goals set in financial goals

**Skills and experience required**:

- A sound understanding of transactional products and services
- Outstanding communication and interpersonal skills suited to a contact centre environment
- Comprehensive knowledge of business / commercial practices
- You need ambition, and you need to be an enthusiastic self-starter
- Ability to effectively manage conflicting priorities and competing stakeholder expectations
- A Degree in Business or Finance will be viewed highly
- Solutions-based experience is advantageous

**Inclusion and Diversity**

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.

**More focus on you**

We are committed to delivering a positive experience for our colleagues and a workplace you can be proud of. We support our colleagues to balance their careers and personal life through flexible working arrangements such as hybrid working and job sharing and competitive financial and lifestyle benefits. We invest in our colleagues through world class development programs (Distinctive Leadership and Career Qualified in Banking), and empower you to learn, grow and pursue exciting career opportunities. To learn more, visit the Benefits of Working at NAB page on our website.

**Join NAB**

unsolicited CVs from agencies will not be accepted.