ATRM: Banking Deal Support & Path to Sales

Westpac Institutional and Business; Perth; Hybrid; AUD 70,000 - 110,000; Full time

Benefits offered by this job

Employee banking discounts

Culture, Lifestyle and Wellbeing leave

Learning and development opportunities

Job summary

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

Qualifications

• 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.

Responsibilities

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

Skills

Relationship-building

Prioritisation

Communication

Attention to detail

Proactive mindset

Job description

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