Banking/Client Service & Processing Associate

Mane Consulting; Sydney; On-site; AUD 55,000 - 75,000; Full time

Job summary

Mane Consulting in Sydney is seeking a Banking/Client Service & Processing Associate to support its Specialist Finance team. You will handle client communications by phone and email and ensure accurate processing of account details and related facilities.

The role requires strong attention to AML/KYC risks, solid product knowledge, and a flexible, team‑oriented approach in a regulated environment.

Qualifications

• Banking and branch processing experience in a client-facing role.
• Strong client service skills with tact and care.
• Interest in regulatory and compliance landscape.
• Ability to multi-task and adapt in a team environment.

Responsibilities

• Ensure superior service with efficiency, accuracy, and professionalism.
• Maintain a high benchmark in service delivery by phone and email to new and legacy clients.
• Strong knowledge of banking and branch practices with focus on compliance and internal procedures.
• Develop product knowledge for all products and services and articulate to clients.
• Prepare and process account details, corporate cards, merchant facilities and bank guarantee applications for assessment by the approving manager.
• Quality control and management of client registers, internal databases and investor data.
• Process withdrawals/deposits, Open/Close Loans, setup of sweep accounts and Payment Investigations.
• Maintain vigilance across AML and KYC risks with attention to detail.

Job description

Banking/Client Service & Processing Associate

A Specialist Finance organisation requires a Banking & Processing Associate with a flair for Client Service to join their Financial Services team.

ABOUT THE ROLE

• Ensuring superior levels of service to our specialist clients with a high level of efficiency, accuracy, and professionalism.
• Maintaining a high benchmark in service delivery by phone and email to new and legacy clients
• Strong knowledge of banking and branch practices with a focus on compliance, regulation and internal procedures.
• Develop a strong level of product knowledge for all products and services with the ability to articulate your knowledge to Clients.
• Preparation and processing of account details. corporate cards, merchant facilities and bank guarantee applications for assessment by the approving manager.
• Quality Control and management of client registers, internal databases and investor data.
• Typical functions include Processing withdrawals/deposits, Opening/Closing Loans, setup of sweep accounts and Payment Investigations
• Vigilance across AML and KYC risks - requiring strong Attention to Detail with a focus of the role being alertness to potential frauds

ABOUT YOU

• Banking, Branch & processing experience in a client focused and service position involving both Retail and Business Organisations.
• Excellent Client Service skills including the personality to address sensitive issues and relationships with tact and care
• Sound knowledge of the financial services industry with enthusiasm to learn about regulatory and compliance landscape
• Ability to multi-task and be highly adaptable to change with a willingness to work in a cohesive team environment