Assistant Transaction Relationship Manager - Perth

Westpac Institutional and Business; Perth; Híbrido; AUD 70 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Employee banking discounts

Culture, Lifestyle and Wellbeing leave

Learning and development opportunities

Resumo da oferta

Westpac Institutional and Business is seeking an Assistant Transaction Relationship Manager to support Global Transaction Services clients. You will assist TRMs with execution, coordination and administration, ensuring smooth client portfolios and governance across pricing, risk, documentation and approvals.

You will progress opportunities with TRMs, guide deal lifecycle from planning to close, and may independently manage a small client portfolio with a view to transitioning into a TRM sales

Qualificações

• Experience supporting clients in banking, financial services or similar complex service environments.
• Strong relationship-building and clear communication with clients and stakeholders.
• Ability to prioritise conflicting requests and maintain attention to detail.

Responsabilidades

• Support Transaction Relationship Managers to progress portfolio activity and deal management.
• Coordinate end-to-end deal lifecycle, pricing, solutioning and internal approvals.

Conhecimentos

Relationship-building

Prioritisation

Communication

Attention to detail

Proactive mindset

Descrição da oferta de emprego

Job Description

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

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, Perth 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.

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.