Relationship Associate Private Bank

7 days ago

Melbourne, Australia NAB - National Australia Bank Full time

**Work type**: Permanent Full time
**Location**: Aust - VIC Metro
- **Outstanding opportunity to build and progress your career within B&PB**:

- **Collaborative & challenging fast paced culture**:

- **Use your expertise to drive positive outcomes for our customers**:

- **Permanent Full time Opportunity**

**About You**

As part of NAB’s ambition to be the World’s Best Business Bank and drive better customer outcomes, Business & Private Banking is introducing innovative new ways of working. At NAB, Relationship Associate teams play a critical role in delivering exceptional service to our customers, both directly and through the support they provide to our NAB Bankers.

As a **Relationship Associate** you will be responsible for providing servicing support to customers and Private Client Managers within a partnership to deliver exceptional customer service and to allow Private Client Managers to focus on developing, growing and deepening customer relationships.

**As a Relationship Associate you will be responsible for**
- Aligned 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
- Accountable for customer adoption of digital channels including education of customers to transition to self-servicing channels to simplify customer banking
- 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 such as specialised requirements and engagement with our specialist bankers
- Proactive management of the Term Deposit Rollovers and opening of new Term Deposit Accounts

**What you will bring**
- Tertiary qualification in Banking & Finance or a business-related discipline (preferred)
- Understanding of KYC onboarding compliance requirements with a strong communication skills
- Knowledge and understanding of digital platforms and customer self-service channels
- Ability to deliver superior customer service on a consistent basis
- Foundational NAB System Knowledge, proficiency in Siebel and Ebobs desirable
- Ability to analyse financial and willingness to further develop business and financial acumen

This role being offered is a Full Time opportunity based in **Melbourne CBD**.

Let’s explore who you are and what drives you.

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