Account Manager
See Yourself In Our Team:
Our Commercial Banking division serves over 10,000 clients in the medium to large business segment across Australia, with complex financial needs between $10m-$50m and turnover up to $150m. We are committed to understanding our clients, and delivering insights and creative solutions, to drive sustainable business growth.
Do Work That Matters:
You will work closely with your assigned Relationship Executive and Analyst to support the banking needs of a portfolio of customers. You will have a high level of exposure to client support and will play a key role within the team in helping our customers with their day-to-day banking needs. Your passion for customer service and focus on being number one in client satisfaction will see you stand out in this role, and you will also gain great insight to the credit elements of this team and the opportunity to work on highly complex transactions.
More specifically you will:
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Deal in all Know Your Customer (KYC) matters
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Assist with bank guarantee requests, undertake business reviews
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Work alongside our Deal Team in preparing credit submissions.
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Coordinate documentation for funding aspects of the deals you work on and provide transactional support to our customers.
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Draw on your relationship management ability in working with Risk, Global Markets, Transaction Banking and Asset Finance Teams.
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Find that your attention to detail will see your adherence and growth to all relevant procedures and policies
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Undertake ongoing maintenance of good portfolio hygiene.
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Benefit in getting involved in service and sales framework including meetings, debriefs and other associated activities.
What we are looking for:
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Ideally you will have some experience dealing with complex lending structures and/or complex organisational structures
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A solid understanding of financial statements and how to analyse these, outstanding customer and commercial acumen
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Exposure to credit or a keen desire to develop this
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Knowledge of the Personal Property Securities Act and experience in documenting facilities with external lawyers.
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A can-do attitude, a proactively thinker and a genuine willingness to learn and grow
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A tertiary qualification in Accounting, Finance or related discipline will place you in good stead for success
Apply now!
If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We’re keen to support you with the next step in your career.
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Advertising End Date: 25/02/2025
Top Skills
What We Do
Australia’s leading provider of financial services including retail, premium, business and institutional banking, funds management, superannuation, insurance, investment and sharebroking products and services.
We are a business with more than 800,000 shareholders and over 52,000 employees. We offer a full range of financial services to help all Australians build and manage their finances.
