Senior Account Manager, Trade and Working Capital

Senior Account Manager, Trade and Working Capital - Melbourne

Job number: 803647

Primary position location: VIC- Melbourne CBD

Category: Banking & Financial Services

Work type: Permanent Full time

Closing at: Oct :55 AEDT

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• Responsible for the Vic/Tas Account Management team with travel required to R&A Business Bank Centres and Metro Business Bank Centres across Victoria and Tasmania
• Lead and coach a team of Account Managers who work with Bankers and Customers in Business & Private Bank, focussing on retaining existing customer relationships and increasing the share of customer wallet.
• Manage a portfolio of projects that help deliver process efficiencies and innovation to the account management function and deliver benefits to Trade & Working Capital. Work in conjunction with product partners, fulfilment/operations and technology.

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 Senior Account Manager, you will join Gray Hester and the Trade and working Capital team that's doubling down on customer obsession.

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

• Coach, monitor, supervise direct reports to ensure they have the skills and knowledge to perform their role to be compliant with NAB's operational policy and procedures, regulatory requirements and external legislations.
• Manage team performance and develop talent.
• Monitor TWC portfolio and coverage to ensure customer's needs are met ongoing and where the commitment limit is inappropriate, liaise with the banker to review the limit in line with the customer's cash flow requirements
• Proactively seek new business opportunities for TWC and NAB through conversations with clients and their advisers and review of information provided
• Deliver great customer experience through enhanced relationship management, proactive customer connection and identifying opportunities to improve service and customer efficiencies.
• Minimise customer defections due to service issues or other matters within area of direct influence or control.
• Approval of TWC Product Annual Reviews and Increases for existing clients
• Review and assess the content of the Field Examination reports on the portfolio customers and identify any risk-related issues within SLA's. Action plans to be proactively developed and managed to address the risk-related issues, and advise credit Manager of the issues, decisions and/or recommendations
• Proactively manage and mitigate risks associated with TWC facilities in collaboration with SBS and other appropriate stakeholders do minimise bad debt and retain customer relationships.

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

• Ensure that all work is performed in accordance with the requirements of the Health & Safety Policy, procedures and legislation. Take reasonable care for own health & safety, as well as that of others.
• Provide professional and ethical behaviour in your actions by ensuring compliance with external legislation, bank standards and internal operating policies and procedures relevant to the position.
• Proactively look for ways to enhance your IDP and enlist in training to help you achieve these goals
• Develop best practise for the Account Management function
• you will need 5-10 years in Banking and Finance

We respectfully ask candidates to hold any questions for the phone interview, where we'll discuss the role in detail and answer any questions. This helps to ensure a focussed, efficient and fair application process. The talent acquisition team looks forward to addressing all inquiries at that time if your application progresses.

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.

Build your career with NAB

At NAB, we encourage our colleagues to invest in their skills, experiences and careers. To put your best application forward, we recommend firstly reviewing the job advertisement and the Role Purpose Statement (also known as the position description – this is linked to the job advert). This will give you a clear idea of what the role entails. If the opportunity excites you and aligns with your career aspirations, you should seek your People Leader's endorsement and apply.

Note: all NAB colleagues are encouraged to have a minimum of 18 months tenure in their current role.

Looking for career advice?

We're excited about your interest in this opportunity For personalised career advice and to discuss your growth within NAB, please speak with your People Leader. They know your journey best and can offer the most relevant support and guidance. Additionally, please visit CareerU or Careers at NAB for useful tips and tools. Our Talent Acquisition Consultants are dedicated to the hiring process and will not have the full picture of your career path.

We wish you the best of luck with your application Application updates will be shared with you from PageUp (our recruitment system). We recommend you filter our current opportunities to your preferred location before applying. If you require any adjustments to the recruitment process or the role, please let the Talent Acquisition Consultant know.