Assistant Transaction Relationship Manager - Melbourne

Westpac Institutional and Business; City of Melbourne; Presencial; AUD 80 000 - 100 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Mortgage discounts

Leaves and wellbeing options

Learning & development

Volunteer programs

Resumo da oferta

Westpac Institutional and Business is seeking an Assistant Transaction Relationship Manager in Melbourne. The role provides execution, coordination and administrative support to Transaction Relationship Managers, not standalone sales.

You will help manage deal flow, pricing, risk, documentation and approvals, while coordinating internal processes to ensure client portfolios run smoothly. You may independently manage a small client portfolio and aim for a future path into a TRM sales role, with a

Qualificações

• Experience supporting clients in banking or financial services.
• Strong relationship-building and clear communication with clients and internal stakeholders.
• Ability to organise competing priorities and maintain attention to detail.
• Understanding of transactional banking products, lending or financial markets.

Responsabilidades

• Coordinate end-to-end deal lifecycle with TRMs and internal teams.
• Support pricing, risk, documentation and approvals throughout deals.
• Assist with client requests and portfolio management for ongoing opportunities.

Conhecimentos

Relationship-building

Client support

Prioritisation

Transactional banking

Proactive mindset

Descrição da oferta de emprego

Job Description

Create your best future and join Westpac as an Assistant Transaction Relationship Manager (ATRM)

What’s the role?

You’ll play a key role supporting Global Transaction Services clients by working closely with Transaction Relationship Managers (TRM) to support their deal flow and sales activity. This role is primarily designed to provide execution, coordination and administrative support to TRMs — it is not a standalone sales role. You’ll help keep client portfolios running smoothly by coordinating internal processes, maintaining sales governance activities and supporting pricing, risk, documentation and approval requirements.

Your focus will be on supporting TRMs to progress portfolio activity and deal management, including end-to-end deal lifecycle coordination, pricing, solutioning, internal approvals and stakeholder follow-up. You will partner closely with TRMs to help progress new business, client requests and transformation opportunities across their portfolios.

You’ll also have the opportunity to independently manage a small portfolio of clients while building your skills and experience. If you’re interested in progressing into a Transaction Relationship Manager sales role in the future, this position provides a strong pathway, with an expected commitment of at least 18–24 months in the ATRM role.

This is a permanent, Melbourne based opportunity with a minimum of three days in the office each week to connect with the wider team.

What do I need?

• Experience supporting clients in banking, financial services or another complex service environment.
• Strong relationship-building skills and the ability to communicate clearly with clients and internal stakeholders.
• The ability to organise competing priorities, follow client requests through to completion and maintain strong attention to detail.
• A practical understanding of transactional banking products, lending or financial markets, or an interest in building this knowledge.
• A proactive and collaborative mindset, with sound judgement and a focus on improving the client experience.

Why join us?

• Special offers on banking products and discounts from top brands, including employee-only mortgage rates!
• A variety of leave options including Culture, Lifestyle and Wellbeing leave.
• Tailored learning and development opportunities to help you grow your career within the bank.
• Lots of opportunities to ‘give back’ to the Community by getting involved in our many volunteering initiatives.

Create your future today

We’re all about creating a supportive and inclusive community. We welcome everyone – no matter your age, gender, background, or abilities. We also provide additional support to welcome our veterans, Indigenous Australians and neurodiverse community.

If you need any adjustments during the recruitment process, you can find out more information and additional contact details by visiting the "People with Disability and/or needing Accessibility Requirements" page on our website .

We may close this job advertisement earlier than the advertised closing date if suitable candidates are identified. We encourage you to apply as soon as possible.