Portfolio Consultant – Term Deposits

Portfolio Consultant – Term Deposits & Savings

• Job number: 804620

• Primary position location: VIC- Melbourne CBD

• Category: Product Management

• Category: Transactional Banking

• Work type: Permanent Full time

• Closing at: Nov :55 AEDT

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• Showcase your deep understanding of portfolio management and the deposits portfolio
• Shape the product strategy across Term Deposits and Savings with a key focus on improving customer experience, channel optimisation, product design, optimising portfolio performance (volume/revenue), targeting key segments
• Utilise your strengths in providing insights that shape product strategy and development within Business & Private Bank

Our people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation and creates strong, lasting customer relationships as we strive to be the most customer centric company in Australia and New Zealand.

In the role of Portfolio Consultant, you will join the Term Deposits & Savings Portfolio team within the Business and Private Bank Division that's doubling down on customer obsession and winning together.

You will be responsible for recommending improvements in product performance, and identifying business opportunities to improve digital banking experience, customer satisfaction & uplift business performance. An analytical and commercial mindset, attention to detail and ability to engage with a broad range of both technical and non-technical stakeholders, will ensure success in this role.

Each day, you'll go above and beyond to:

• Showcase your deep understanding of portfolio management, the deposits portfolio, and its associated levers
• Shape the product strategy across Business & Private Bank Term Deposits and Savings
• Maintain and improve reporting and insights that feed into key forums across the business
• Develop rich insights, recommendations, and initiatives to shape the portfolio in line with client, business, treasury and enterprise outcomes / appetite
• Deliver key insights on industry and competitor landscape using internal and external data sources, to help drive decision making and change
• Manage end-to-end projects with a key focus on improving product performance, customer experience, and digital banking

We're looking for the best and brightest to deliver the best for our customers. You'll need:

• Solid experience in Management Consulting, Portfolio Management, Strategy roles
• Experience writing strategy papers, reports, and presentations to support executive decision-making
• Understanding of Deposits products

• Strong ability to translate data insights into practical business recommendations

• Ability to effectively to communicate to all stakeholders (technical and non-technical)

• Tertiary qualification in Business/Finance

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.

For details on the recruitment process, and accessibility, or alternate methods to apply for this role, please visit To discuss adjustment requirements, please contact the NAB Careers team via (please reference job number) or visit our Careers page through the link above for other contact options.

Join NAB

If you think this role is the right fit for you, we would love to hear from you. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert. Unsolicited CVs from agencies will not be accepted.