Senior Associate, Assistant TRM - NSW

Westpac Institutional and Business; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

Westpac Institutional and Business is seeking a diligent ATRM role professional in Sydney to enable and coordinate bid management, pricing and approvals across Global Transaction Services clients. You will work closely with Senior Sales Managers to progress portfolios and acts as a trusted coordinator for internal governance and documentation processes.

This permanent Sydney-based position requires at least 3 days in the office weekly, with an opportunity to independently manage a small client

Qualifications

• Experience supporting clients in banking, financial services or another complex service environment.
• Strong relationship-building skills and ability to communicate with clients and internal stakeholders.
• Ability to organise competing priorities, follow client requests through to completion and maintain attention to detail.

Responsibilities

• Support bid management, deal flow and sales activity.
• Coordinate end-to-end deal lifecycle including pricing, approvals and stakeholder follow-up.
• Provide enablement, execution, coordination and sales admin support to senior sales leaders.

Skills

Client focus

Communication

Cross-team coordination

Relationship building

Organizational skills

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.

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.