Assistant Transaction Relationship Manager - Melbourne

Westpac; Melbourne; On-site; AUD 70,000 - 110,000; Full time

Benefits offered by this job

Employee mortgage rates

Leave options

Learning & development

Volunteering initiatives

Job summary

Westpac is seeking an Assistant Transaction Relationship Manager (ATRM) in Melbourne to support Global Transaction Services clients by coordinating with Transaction Relationship Managers. This role provides execution, coordination and administrative support through the deal lifecycle, including pricing, risk, documentation and approvals.

You will gradually manage a small portfolio, develop client relationships and gain exposure to transactional banking products.

Qualifications

• Experience supporting clients in banking or financial services.
• Strong relationship-building and communication with clients and internal stakeholders.
• Ability to organise competing priorities, follow client requests through to completion and maintain attention to detail.
• Understanding of transactional banking products, lending or financial markets.
• Proactive and collaborative mindset focused on improving client experience.

Responsibilities

• Support TRMs with end-to-end deal lifecycle coordination.
• Coordinate pricing, risk, documentation and internal approvals.
• Manage portfolio activity and stakeholder follow-up to progress deals.
• Build strong relationships with clients and internal teams.
• Potential pathway to a TRM sales role after 18–24 months.

Skills

Client relationship management

Banking & financial services

Deal coordination

Pricing & approvals coordination

Communication skills

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?

You'll bring a client-focused approach, strong communication skills and the confidence to coordinate work across different teams. You'll 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.

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 ourwebsite.

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.