Account Executive, Client Services, Catholic

East Melbourne

**Seeking an experienced Account Executive for an immediate start in our values-based financial organisation. Come make a difference with us**
- East Melbourne Location
- 12 Months Maximum Term
- Hybrid Working - Office and at home

Working at the Catholic Development Fund (CDF) you will be partnering with a values-based financial organisation that puts people and communities ahead of profit.

We are the principal financial services provider to more than 700 Catholic schools, parishes and other Catholic organisations offering investment products and online transaction/payment services and more than 20,000 Catholics across Australia have an account with the CDF.

Being part of our team, you have an opportunity to build on work that has so far helped deliver billions of dollars in support of education, healthcare, social services and aged care. Your work will not only support the commitments and interests of our Church leaders and our parishes but also the broader community, who benefit directly and indirectly from the services we build and support.

You will see over time, through our projects, products, and priorities, that this is not just something we preach, it's something we practice.

**The Role**

Reporting to the Executive Manager Client Experience, the Account Executive will manage the delivery of high-quality transaction services to clients.

You will be accountable for accurately and efficiently processing client transactions under the direction of the Relationship Manager or Senior Relationship Manager.

In this role, come enjoy the benefits of working onsite and getting to know your team for a minimum of 2-3 days per week and the remainder from your home based office.

**Position Responsibility**
- Support the CDF Relationship Manager to deliver transaction services to their clients
- Ensure all required processing is completed within the day
- Ensure policies and procedures are up to date and adhered to
- Instruct Treasury Lending Analyst on the preparation of loan documentation (letter of offer) and ensure that loan documents reflect client requirements
- Maintain a close working relationship with transaction bank staff responsible for the administration of CDF accounts
- Maintain a close working relationship with CDF Pay and IT staff
- Support ongoing process efficiencies and improvements

**Experience**

Essential
- Previous experience in a financial institution
- Previous transaction banking experience
- Experience in processing information efficiently within specified timeframes
- Demonstrated ability to structure, prioritise and complete work in a given time
- Maintaining a customer oriented attitude at all times
- Ability to convey knowledge, insights and expertise to others both formally and informally
- Excellent verbal and written communication skills
- An ability to interact with and pay attention to clients to obtain background information and knowledge to understand drivers and underlying messages
- Reliable and disciplined approach with proven ability to respect confidentiality and honour commitments in accordance with personal principles and company expectations
- Ability to work independently, collaboratively and respectfully with others

Desirable
- Relevant graduate business qualifications
- Previous experience in a Catholic Church organisation

**_Please see full position description for role details._**

**_ The Archdiocese is committed to the safety, wellbeing and dignity of all children and vulnerable adults. It is a requirement across our organisation that all clergy, employees and volunteers have a valid working with children check._**
- Contact person Cathy Dillon