Account Manager

The **Major Client Group**serves over 1,000 clients in the large business segment across Australia with revenue >$150m and complex financial needs of $50m-$500m. The diverse business environment we cover means that our customers can be anything from retailers to entertainment, leisure and tourism industry. We deliver on a range of needs and requirements, including, cash flow, capital, wealth, risk management and international trade.

You will be part of a team who have a diverse mix of experience, collaborate well and hold our clients at the centre of everything we do. We are committed to understanding our clients, and delivering insights and creative solutions, to drive sustainable business growth.

**Do Work That Matters**:
As our Account Manager in this high performing team, you will work closely with Relationship Executive and Analysts to support the needs of portfolios within the Major Client Group. This outstanding opportunity focuses on supporting the banking requirements of our new and existing clients, managing stakeholders and assisting in tasks required for deal execution and ongoing portfolio management support, whilst supporting Relationship Executives in developing new business opportunities.

In this role you will have a high level of exposure to client support and will play a key role within the Relationship team. Your passion for customer service and focus on being number one in client satisfaction will see you stand out in this role. You will also gain great exposure to the credit and analytical elements of this team and the opportunity to work on highly complex transactions.

**More Specifically, You Will**:

- Be proactive in customer engagement and assist in solving customer needs including resolving any roadblocks, identifying opportunities for self-service and support the BB Way.
- On boarding of new customers including AML/KYC verification and processes;
- Coordinate deal execution from documentation to funding, including but not limited to bank guarantee and corporate card requests as well as other transactional products in accordance with policy and procedures. This includes undertaking post-approval tasks including maintenance of risk profiles and Collateral Management System (CMS);
- Work closely with the Relationship Executive and Analyst to ensure the timely delivery of decisions, and coordination of deal execution through documentation and funding to ensure efficient delivery of client requirements; and
- Build and maintain effective working relationships with the dedicated support teams, Risk Management, Global Markets, Banking Products, Asset Finance Specialists and Specialist Distribution and ensure the portfolio team deliver exceptional insights and services to its client(s)
- Deliver exceptional customer service in all dealings, as reflected in a positive lift in various survey results
- Identify and liaise with relevant product specialists on idea and solution development
- Play a key role in ensuring accuracy of information on source systems including DQ Portal and Collateral Management System (CMS) and assist in contributing to the credit hygiene of the portfolio
- Complete complex / risk / lending maintenance
- Be involved, engaged and participate in the Service and Sales framework including sales meetings, team debriefs and other associated activities

**We want to hear from you if you have**:

- Client service experience ideally in a corporate, commercial or business banking environment;
- Experience analysing credit risks and exposure to CCL (preferably), and desire to continue to develop this knowledge;
- Strong communication, systems and process skills;
- The composure and drive to commit to meeting tight transaction deadlines in a fast-paced environment;
- Initiative and a CAN do attitude, along with the drive to quickly develop new skills; and
- A degree in a related discipline is desired

**This is an outstanding opportunity to build and progress your career in a growing and successful business**

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Advertising End Date: 15/05/2025