Associate, Banks

**Opportunity to join Westpac’s Institutional Bank**:

- **Established career path and progression opportunities**:

- **Sydney Based**

**How will I Help?**

Westpac Institutional Bank (WIB) manages the financial needs of corporate, institutional and government clients that are based, or have interests in, Australia and New Zealand.

The Banks and Insurance Relationship team sits within the Corporate and Institutional Bank (CIB) and manages and delivers strategic engagement to a diverse group of Domestic and International Banks and Insurance companies.

The role is based in Sydney and will report to the Head of Banks and Insurance Relationships.

As an Associate within the Banks and Insurance team you will be responsible for supporting a team of coverage bankers deliver best in class products and services to our customers. As a core member of the team you will be involved in implementing a wide range of institutional banking products and services as well as being responsible for the safe operation of the Banks and Insurance coverage team by making sure that all our reporting and processes are successfully implemented.

To be successful in the role, you will support the development and execution of sector strategies, and work closely with key stakeholders including risk, product, business development and Customer Insights and Analytics.

Additional Accountabilities Include:

- Customer centric activities including:

- Coordinating the professional delivery of solutions for customers including by developing customer presentation material.
- Coordinating communication to customers
- Supporting the development of customer relationships and attendance at customer meetings where appropriate.
- Origination support:

- Preparing and coordinating refinance/new product pricing approvals using internal systems.
- Preparing and coordinating internal and external account planning.
- Preparing revenue reporting and forecasts; and
- Acting as interface with the customer for client service matters.
- Industry strategy including involvement in, coordination and delivery of:

- Written industry strategies including related research and analysis; and
- Deep dive industry analysis
- Ad hoc tasks to support customer needs and deliverables.
- Overseeing internal and external hygiene matters necessary for the smooth running of the Bank and Insurance customer portfolio.

**What’s in it for me?**

This is an opportunity to join WIB in an Associate role in the Banks & Insurance team working with a sophisticated client portfolio. You will work closely with the senior members of the team as well as liaise with internal stakeholders across Analysts, Credit, Legal, Transactional Services, Debt Markets, Financial Markets, and Compliance. You will also have client exposure as well, through the internal and external interactions you will expand your professional network and begin to develop your business and commercial acumen.

On a personal note, whatever shape your family takes, we offer generous paid and unpaid parental leave for your nominated primary and support carers. This includes leave to organise adoptions, surrogacy, and foster care arrangements. And we continue to pay your super contributions while you take all the time you need to get your new family settled.

**What do I need?**

To be successful you will have the following:

- Confident and competent individual who has demonstrated success in a fast paced, team-based environment and proficient in customer-facing environments.
- Exceptional communication skills and attention to detail.
- Project management skills and credit experience is desirable.
- Highly numerate with the ability to navigate complex systems.
- Degree qualified - Business/Finance/Accounting/Economics preferably

**What is it like to work there?**

For the past 200 years, we’ve been backing people, businesses, communities, and ideas. As Australia’s first bank, we’ve adapted and evolved, inspired by our customers and a genuine desire to create better futures.

Together, we’re creating better futures for all our people, customers, communities, and shareholders. This has been our enduring Purpose.
- **We inspire our people and together we are creating better futures **. It’s our passion for embracing diversity and creating opportunities that enables them to dream big and fulfil their potential.
- **We empower our customers **. It’s our strength, agility and heart that gives them the confidence to navigate change and forge new paths. Empowered, our customers are creating better futures.
- **We make change happen in the community **. It’s our shared vision of a safer, greener and more inclusive world that sees us back new ideas, innovations and individuals who are creating better futures.
- **We deliver for our shareholders by creating better futures together **. It’s our ability to generate value for this generation and the next, which makes our shareholders proud to invest in us.

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