Relationship Deposits Specialist

2 days ago

Sydney, New South Wales, Australia Rabobank Full time $80,000 - $120,000 per year
Job TitleRelationship Deposits SpecialistJob Description

Key Responsibilities and Accountabilities:

• Respond quickly and efficiently to the requirements of new and existing clients.

• Promote a culture of recognising the value of collaboration by engaging in effective and valuable communication with other teams to meet client expectations.

• Actively manage all new Deposits client onboarding and applications.

• Proven ability to complete work independently.

• Ability to interpret and execute Deposits AU branch prudential management tasks, moderately complex CDD risk analysis in AML/CTF, KYC and other associated operational tasks including effective triage of referrals.

• Required to liaise with all relevant parties to ensure that documentation and accounts are processed promptly and accurately.

• Adopt and promote best practice within the Deposits team and when undertaking work as allocated.

• Utilise appropriate workflow tools and processes to provide key stakeholders with clear oversight on workload and capacity.

• Manage client reviews in line with Bank policy and procedure.

• Monitor accounts in excess and taking the appropriate action as directed from a commercial and prudential perspective.

• Work collaboratively with key stakeholders and partners to foster an environment of continuous improvement within Country Banking.

• Develop and maintain strong internal relationships within the broader Rabobank network.

• Ensure compliance with the Bank's policies and procedures at all times including Audit, Compliance and Business Continuity.

• Undertake administrative work as required, including responding to telephone and branch enquiries and general liaison with clients, other service providers, branches and other stakeholders.

• Other duties as directed.
Key Relationships:

Key Performance Indicators:

• Specific targets on qualitative & quantitative operational tasks

• Implementation of process improvements to improve cycle times, speed to market and staff engagement.

• Minimise the number of overdue prudential items, including reviews within the Deposits Hub.

• Minimise the number of Marginal findings.

• Achieve minimum Revenue target.

• Achieve minimum target for 'Bank' rated NPS (if applicable).

• Deposits AU prudential management and comprehensive CDD risk analysis in AML/CTF, KYC requirements

Key requirements

• Minimum 3-5 years of experience in a similar role or within banking, finance or agriculture (as a guide).

• Ability to interpret and execute branch prudential management tasks and other associated operational tasks.

• Strong understanding of risk analysis in AML/CTF and KYC requirements.

• Possess a strong understanding of client structures.

• Experience working within a customer service environment.

• Strong knowledge of Deposits.

• Strong communication at all levels both written and verbal.

• Ability to develop and maintain strong relationships with key internal and external clients.

• Capacity to work towards timeframe and manage client expectations.

• Developed planning and organisational skills to manage competing priorities.

• Ability to work effectively with no supervision and within a team environment.
Qualifications:

Essential:

• Tertiary qualifications in business, finance or related discipline.

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