Senior Associate, Assistant TRM - NSW

Westpac; Sydney; On-site; AUD 60,000 - 90,000; Full time

Job summary

Westpac Group in Sydney is seeking a role that supports Global Transaction Services clients by coordinating bid management, deal flow and sales activity. This permanent position provides enablement, execution, and governance support to Senior Sales Managers, not a standalone sales role.

The role focuses on end-to-end deal lifecycle, pricing and approvals, and ongoing collaboration with leaders to progress new business and transformation opportunities across portfolios.

Qualifications

• Experience supporting clients in banking, financial services or another complex service environment.
• Strong relationship-building skills and the ability to communicate clearly with clients and internal stakeholders.
• Ability to organise competing priorities, follow client requests through to completion and maintain strong attention to detail.
• A practical understanding of transactional banking products, lending or financial markets, or an interest in building this knowledge.
• A proactive and collaborative mindset, with sound judgement and a focus on improving the client experience.

Responsibilities

• Provide enablement, execution, coordination and sales administrative support to Senior Sales Managers.
• Coordinate internal processes and sales governance activities across teams.
• Support pricing, risk, documentation and approval requirements.
• Progress portfolio activity and deal lifecycle coordination, including end-to-end deal lifecycle.
• Independently manage a small portfolio of clients and build experience in transaction banking sales.

Skills

Client-focused

Communication skills

Prioritisation

Cross-team coordination

Attention to detail

Proactive mindset

Job description

What’s the role?

You’ll play a key role supporting Global Transaction Services clients by working closely with Senior Sales Managers to support their bid management, deal flow and sales activity. This role is primarily designed to provide enablement, execution, coordination and sales administrative support to those leaders — it is not a standalone sales role. You’ll help with sales admin, keep client portfolios running smoothly by coordinating internal processes, maintaining sales governance activities and supporting pricing, risk, documentation and approval requirements.

Your focus will be on supporting leaders to progress portfolio activity and deal management, including end-to-end deal lifecycle coordination, pricing, solutioning, internal approvals and stakeholder follow-up. You will partner closely with them to help progress new business, client requests and transformation opportunities across their portfolios.

You’ll also have the opportunity to independently manage a small portfolio of clients while building your skills and experience. If you’re interested in launching your career longer term career within transaction banking sales, this position provides a strong pathway, with an expected commitment of at least 18–24 months in the ATRM role.

This is a permanent, Sydney based opportunity with a minimum of three days in the office each week to connect with the wider team.

What do I need?

You’ll bring a client-focused approach, strong communication skills and the confidence to coordinate work across different teams. You’ll also have:

• Experience supporting clients in banking, financial services or another complex service environment.
• Strong relationship-building skills and the ability to communicate clearly with clients and internal stakeholders.
• The ability to organise competing priorities, follow client requests through to completion and maintain strong attention to detail.
• A practical understanding of transactional banking products, lending or financial markets, or an interest in building this knowledge.
• A proactive and collaborative mindset, with sound judgement and a focus on improving the client experience.

Why join us?

We’re obsessed with becoming our customers' #1 banking partner for life and we’re looking for people who are passionate about helping us achieve that goal. In return, we’re committed to making Westpac the best place to work in the country. Here are just a few of the ways we’re already doing that:

• Special offers on banking products and discounts from top brands, including employee-only mortgage rates!
• A variety of leave options including Culture, Lifestyle and Wellbeing leave.
• Tailored learning and development opportunities to help you grow your career within the bank.
• Lots of opportunities to ‘give back’ to the Community by getting involved in our many volunteering initiatives.

Create your future today

We’re all about creating a supportive and inclusive community. We welcome everyone – no matter your age, gender, background, or abilities. We also provide additional support to welcome our veterans, Indigenous Australians and neurodiverse community.

If you need any adjustments during the recruitment process, you can find out more information and additional contact details by visiting the People with Disability and/or needing Accessibility Requirements page on our website.

We may close this job advertisement earlier than the advertised closing date if suitable candidates are identified. We encourage you to apply as soon as possible.