Associate, Transactional Direct

7 days ago

Melbourne, Australia NAB Full time

Associate, Transactional Direct
- Job number: 797620
- Primary position location: Victoria Street, VIC- Melbourne CBD, VIC, Australia
- Category: Business Banking
- Category: Call Centre/Contact Centre
- Work type: Permanent Full time
- Opening at: Dec 12 2024 at 06:00 AEDT
- Closing at: Dec 18 2024 at 23:55 AEDT

**Favourite**

- We win by doing things the right way, which is by always putting our customers first
- Build your career and develop within a supportive and results driven team
- Be a part of a culture that values your wellbeing and cultivates stronger engagement with flexible working arrangements and social team activities

**In this Associate, Transactional Direct role, you will**
- Receive and make phone calls to attract and retain customers by identifying their Transactional Banking needs and matching them with the right solutions.
- Effectively managing an active sales funnel, including taking next actions/steps and reflecting the correct opportunity status in the sales cycle
- Deliver relationship excellence by having meaningful conversations with Small Business Customers to support them with other banking needs by referring to the right team
- Meet Performance goals set in financials goals, achieve a minimum Customer Experience score of >80% and maintain an opportunity conversion of >45%.
- Proactively manage risk and meet all policy and compliance requirements; adhere to Process and Procedures required and escalate events, or breaches as they are identified

**What you’ll bring**
- Outstanding communication and interpersonal skills suited to a contact centre environment
- Excellent time management skills with proven ability to adhere to schedules to maximise each customer interaction
- Experience in Salesforce/CRM preferred
- Solutions-based experience is advantageous
- Ability to effectively manage conflicting priorities and competing stakeholder expectations
- Ambition and self driven attitude

**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**

LI-DNI

  • Associate Transactional Direct

    2 weeks ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **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...

  • Associate Transactional Direct

    2 weeks ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Location**: VIC- Melbourne CBD - **Work to deliver an exceptional service to NAB’s Business customers**: - **Build your career and develop within a results-oriented and delivery-focussed team**: - **Work with a fun, passionate, and supportive team** **About the role** The vision of the Transactional Direct team is...

  • Associate / Associate Director, Direct Lending

    5 days ago

    Melbourne, Australia Epsilon Direct Lending Full time

    **Associate / Associate Director, Direct Lending (Private Credit)** - Melbourne Based_ - Permanent / Full time_ - Salary: Competitive_ Epsilon Direct Lending (Epsilon) is an Australian based and focused private credit asset management firm with offices in Sydney and Melbourne. Epsilon is an active middle market corporate direct lender, providing cash flow...

  • Transactional Direct Specialist

    6 days ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Location**: VIC- Melbourne CBD - **Join Transactional Direct: an integral part of our Business Direct and Small Business segment**: - **Bring your passion for customers and business banking to this role**: - **We’re proud to be a Top quartile engaged business with extremely strong colleague engagement**: - **You’ll...

  • Transactional Direct Specialist

    2 weeks ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Location**: Aust - VIC Metro - **Join Transactional Direct: an integral part of our Business Direct and Small Business segment**: - **Bring your passion for customers and business banking to this role**: - **We’re proud to be a Top quartile engaged business with extremely strong colleague engagement**: - **More than...

  • Associate, Transactional Direct

    2 weeks ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Location**: VIC- Melbourne CBD - **Are you passionate about Talking to Small Business Owners?**: - **Do you like working in a fun, passionate and supportive team?**: - **Multiple permanent opportunities available** If your answer is **yes** to the above, hit **Apply** we would love to hear from you! **About The...

  • Associate - Specialised Transaction Management

    2 weeks ago

    Melbourne City Centre, Australia NAB Full time

    Associate - Specialised Transaction Management - Job number: 801316 - Primary position location: VIC- Melbourne CBD - Category: Corporate & Institutional Banking - Work type: Permanent Full time - Closing at: Jul 4 2025 - 23:55 AEST **Favourite** - Opportunity for an Associate to learn about NAB and the Corporate and Institutional Banking (CIB) Specialised...

  • Associate, Transaction Management

    5 days ago

    Melbourne City Centre, Australia NAB Full time

    Associate, Transaction Management - Job number: 801627 - Primary position location: VIC- Melbourne CBD - Category: Banking & Financial Services - Category: Transactional Banking - Work type: Permanent Full time - Closing at: Jul 13 2025 - 23:55 AEST **Favourite** **- Driving the right customer experience and outcomes in all channels within Specialised...

  • Associate Director

    1 day ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Location**: VIC- Melbourne CBD - Senior role with a focus on origination and account management within Transactional Banking - Complex Corporate and Institutional Banking client portfolios - Utilise your passion for working with clients and delivering bespoke solutions - Showcase your breadth of relationship sales...

  • Manager Transactional Direct

    2 weeks ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Region**: VIC- Melbourne CBD - **Be recognised as a leader, empowered to deliver and succeed.**: - **Make your impact in a highly engaged team.**: - **Help shape and drive business strategy in a fast paced, high growth environment.** **A career that gives you more** Your career at NAB is about more than money, it's...