Associate Director - Transaction Banking Solutions (12 Month Max Term)

cba; Sydney; On-site; AUD 180,000 - 240,000; Full time

Benefits offered by this job

Competitive salary

Annual incentives

Flexible working environment

Job summary

cba, a leading financial services institution, seeks an Associate Director in Transaction Banking Solutions. You will manage a portfolio of large NBFI clients, lead engagements across payments, liquidity and working capital, and drive strategic growth.

This is a 12-month max term or secondment opportunity designed to broaden Transaction Banking capabilities and client outcomes. You will collaborate with product, risk, and implementation teams to structure and execute complex opportunities while

Qualifications

• Experience in transaction banking products such as payments, receivables, liquidity, cash management or treasury solutions.
• Experience managing complex client relationships within Commercial, Corporate or Institutional Banking environments.
• Strong commercial acumen with ability to translate client needs into tailored banking solutions.

Responsibilities

• Develop, maintain and grow relationships across a portfolio of large NBFI clients, as a trusted adviser.
• Lead client engagement activities and identify opportunities across the Transaction Banking Solutions product suite.
• Own and execute strategic account plans to increase wallet share and deliver sustainable growth.
• Understand clients' operating models and financial position to identify opportunities for improvement and innovation.
• Structure, negotiate and execute complex transaction banking opportunities with cross-functional teams.
• Lead client deal teams to deliver integrated client-centric solutions.
• Act as a thought leader within the NBFI sector and monitor market trends.

Skills

Relationship management

Commercial acumen

Stakeholder management

Negotiation & influence

Executive stakeholder engagement

NBFI sector knowledge

Communication (verbal & written)

Team collaboration

Strategic thinking

Tools

Transaction banking products

Job description

See Yourself in Our Team.

Transaction Banking Solutions (TBS) delivers tailored working capital solutions that help our clients optimise cash flow, improve efficiency, manage risk and unlock growth. Our solutions span payments, receivables, cash management, liquidity, treasury and working capital services, supported by market-leading technology, analytics and digital capabilities.

In Transaction Banking, within Institutional Banking & Markets (IB&M), we partner with relationship teams to deliver integrated solutions that create meaningful value for our clients.

Please note: This is a 12-month Max Term contract or secondment opportunity for our internal team members - which is a great way to further develop and enhance your Transaction Banking skills!

Do Work That Matters

As an Associate Director, you'll be focussed on managing and growing a portfolio of complex institutional clients from the Non-Bank Financial Institutions sector (NBFI)

This is a highly visible, client-facing role where you'll build trusted relationships, identify growth opportunities and deliver strategic transaction banking solutions that help clients achieve their objectives.

This NBFI portfolio will comprise of highly sophisticated institutional clients, representing significant transactional banking complexity, including numerous operating accounts and multiple banking platforms.

Key Responsibilities

• Develop, maintain and grow relationships across a portfolio of large NBFI clients, positioning yourself as a trusted adviser
• Lead client engagement activities and identify opportunities across the Transaction Banking Solutions product suite, including payments, receivables, liquidity, cash management and working capital solutions.
• Own and execute strategic account plans focused on increasing wallet share, deepening customer relationships and delivering sustainable growth outcomes.
• Develop a deep understanding of clients' operating models, business strategy and financial position to identify opportunities for improvement and innovation.
• Structure, negotiate and execute complex transaction banking opportunities in partnership with product, relationship, implementation and risk teams.
• Lead client deal teams to deliver integrated, client-centric solutions across the broader IB&M capability set.
• Act as a thought leader within the NBFI sector, maintaining a strong understanding of market trends, regulatory developments and industry challenges.
• Work collaboratively across IB&M to ensure client strategies align with broader sector and ecosystem priorities.
• Maintain strong risk, governance and compliance standards while delivering exceptional client outcomes.

About You.

We're open to individuals from Transaction Banking, Cash Management, Corporate Banking, Commercial Banking or Institutional Banking backgrounds who have strong relationship management and commercial capability.

You may also bring;

• Exposure to transaction banking products such as payments, receivables, liquidity, working capital, cash management or treasury solutions.
• Experience managing complex client relationships within Commercial, Corporate or Institutional Banking environments.
• Experience building credibility and trusted partnerships with senior client stakeholders, including executive and treasury decision-makers.
• Understanding of the NBFI sector, including key market drivers and challenges affecting insurance, wealth and superannuation clients.
• Strong commercial acumen and the ability to analyse client needs and translate them into tailored banking solutions.
• Excellent stakeholder management, negotiation and influencing skills.
• A proactive and highly organised approach, with the ability to manage competing priorities in a fast-paced environment.
• Outstanding verbal and written communication skills.
• A collaborative mindset and proven ability to work across multiple teams to deliver client outcomes.

As the successful applicant, you'll be rewarded with a structured career path that offers a competitive market salary, annual performance incentives, a flexible working environment and great career growth opportunities.

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Advertising End Date: 18/09/2026