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About the Role

This role supports relationship bankers by completing key business activities, primarily focusing on growing customer revenue through financial analysis and credit strategy recommendations for designated customer groups. Banking is evolving, and this role offers opportunities for learning and growth.

Responsibilities

• Analysing financials and lending transactions.
• Building deep, meaningful relationships through a strong understanding of each customer’s business and financial needs.
• Acting in the customer’s best interests with a customer-centric approach.
• Providing tailored solutions for account maintenance and evolving customer needs.
• Managing a well-structured portfolio in line with all policies and procedures.
• Ensuring smooth workflows across compliance and customer fulfilment processes.
• Collaborating with product partners and stakeholders to deliver outcomes.

Requirements

• Strong financial literacy, analytical skills, commercial and business acumen.
• Strong analytical ability to assess and interpret implications of financial trends.
• Prior experience in developing strong relationships in a customer delivery/customer experience role.
• Sound understanding of the structuring of security arrangements.
• Experience in the banking industry is an advantage, but not a requirement.
• Possesses an accounting or finance degree or equivalent, though not a strict requirement.

Skills

• Financial literacy
• Analytical skills
• Commercial acumen
• Business acumen
• Financial trend analysis
• Relationship building
• Customer delivery
• Customer experience
• Security arrangement structuring
• Accounting
• Finance

Location

• 242 Pitt Street, Sydney NSW 2000

Work Type

• Permanent
• Full Time (40 Hours/Week)

Experience Level

• Assistant Manager

Education Level

• Accounting or finance degree or equivalent

Benefits

• Access to health and wellbeing services
• Discounts on selected products and services from ANZ

About the Company

• ANZ is shaping a world where people and communities thrive, driven by a common goal to improve the financial wellbeing and sustainability of its millions of customers.
• Business & Private Bank helps deliver growth ambitions by backing Australian businesses and private clients with insights, solutions, and support.
• ANZ 2030 Strategy guides the team's work.
• Values include putting customers first, delivering with excellence, owning the outcome, and working as one.
• Offers opportunities to try new things, learn, and grow.
• Provides flexible working arrangements.
• Celebrates diverse backgrounds, perspectives, and life experiences.
• Committed to building a workplace that reflects the diversity of the communities served.

Equal Opportunity

• We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself.
• If you're a candidate with a disability or access requirement, and have an enquiry about the support provided, please let us know on your application or visit ANZ Accessibility and Inclusion Programs for alternate contact methods.