Assistant Transaction Relationship Manager - Melbourne

Westpac; City of Melbourne; On-site; AUD 70,000 - 100,000; Full time

Job summary

Westpac Group is seeking an Assistant Transaction Relationship Manager in Melbourne to support Global Transaction Services clients. You’ll work with Transaction Relationship Managers to coordinate deal flow, pricing, risk, documentation and approvals, ensuring client portfolios run smoothly.

You will gain exposure to end-to-end deal lifecycle, stakeholder follow-up and opportunities to progress into TRM sales roles with a strong development path. Melbourne-based with 3 days in office.

Qualifications

• 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.
• Ability to organise competing priorities and follow client requests through to completion.

Responsibilities

• Provide execution, coordination and administrative support to Transaction Relationship Managers.
• Assist in end-to-end deal lifecycle coordination, pricing, approvals and governance.
• Independently manage a small portfolio of clients and support future TRM sales progression.

Job description

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

What's the role?

You will 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 will also have the opportunity to independently manage a small portfolio of clients while building your skills andexperience. 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?

You will bring a client-focused approach, strong communication skills and the confidence to coordinate work across different teams. You will also have:

• 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?

We're obsessed with becoming our customers' #1 banking partner for life and we're looking for people who are passionate about helping us achieve that goal. In return, we're committed to making Westpac the best place to work in the country. Here are just a few of the ways we're already doing that:

• 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.

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.