Customer-Driven Transactional Banking Manager

NAB; Melbourne; On-site; AUD 120,000 - 160,000; Full time

Job summary

NAB is seeking an experienced Account Manager – Transactions to lead delivery of seamless, secure transactional banking solutions for NAB’s business customers in Melbourne. Reporting to the Transaction Banking team, you will manage client portfolios, drive tailored financial solutions, and ensure robust risk and process controls.

You will engage with senior stakeholders, prepare compelling client presentations, and collaborate across teams to enhance operational excellence and customer outcomes

Qualifications

• Proven experience managing a client portfolio and delivering financial solutions.
• Solid understanding of account management and onboarding requirements.
• Strong communication skills with customers and senior stakeholders.

Responsibilities

• Review transactional banking facilities for suitability and transparency.
• Prepare presentations and engage in client meetings.
• Analyse processes, identify inefficiencies, and implement improvements leveraging technology.
• Collaborate across teams to ensure operational excellence and risk management.
• Drive portfolio growth through tailored solutions and proactive relationship management.

Skills

Account management

Portfolio management

Client relationships

Stakeholder communication

Onboarding

B2B sales/servicing

Job description

Transactional Banking Manager - Accounts

• We are empowered to make a positive difference for customers and communities.
• Everyone is given the opportunity to learn, grow and achieve.

Our people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation and creates strong, lasting customer relationships as we strive to be the most customer centric company in Australia and New Zealand.

In the role of Transactional Banking Manager - Accountsyou will report to Yusra Nizar and join the Transaction Bankingteamthat’s doubling down on making a tangible difference to customers while keeping it simple.

As an Account Manager, you will play a pivotal role in delivering seamless, secure, and innovative Transaction Banking solutions for NAB’s business customers.

Each day, you’ll go above and beyond to:

• Conduct regular reviews of transactional banking facilities for suitability and transparency.
• Prepare accurate, professional presentations and confidently engage in client meetings.
• Analyse processes, identify inefficiencies, and implement improvements leveraging technology.
• Collaborate across teams to ensure operational excellence and risk management.
• Drive portfolio growth through tailored solutions and proactive relationship management.

We’re looking for the brightest to deliver the best for our customers. You’ll need

• A strong customer‑first mindset and passion for delivering great experiences
• Solid understanding of Account Management and onboarding requirements
• Strong understanding of sales and servicing environment within the B&PB distribution
• Confidence communicating with customers and senior stakeholders
• Strong organisational skills with the ability to manage multiple transitions concurrently
• Proven experience managing a client portfolio and delivering financial solutions

A diverse and inclusive workplace works better for everyone

We know that our people make us who we are. That's why we have built a culture of equity and respect – where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all NAB colleagues’ unique backgrounds and identities are understood, respected and celebrated. We are committed to providing an environment where you can work your way.

For details on the recruitment process, and accessibility, please visit https://www.nab.com.au/about-us/careers/apply-for-job. To discuss adjustment requirements, please contact the NAB Careers team, via ***********@nab.com.au (please reference job number) or visit our Careers page through the link above for other contact options.

Join NAB
If you think this role is the right fit for you, we would love to hear from you. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert. Unsolicited CVs from agencies will not be accepted.

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