Client-First Banking & Processing Specialist

Mane Consulting

Sydney

On-site

AUD 55,000 - 75,000

Full time

2 days ago
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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

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.

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