Senior Account Manager, Trade and Working Capital - Melbourne
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We are seeking a Senior Account Manager to lead and coach a team of Account Managers who work with Bankers and Customers in Business & Private Bank, focussing on retaining existing customer relationships and increasing the share of customer wallet.
- Responsible for the Vic/Tas Account Management team with travel required to R&A; Business Bank Centres and Metro Business Bank Centres across Victoria and Tasmania
- Lead and coach a team of Account Managers who work with Bankers and Customers in Business & Private Bank, focussing on retaining existing customer relationships and increasing the share of customer wallet.
- Manage a portfolio of projects that help deliver process efficiencies and innovation to the account management function and deliver perks to Trade & Working Capital.
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 Senior Account Manager, you will join Gary Hester and the Trade and working Capital team that’s doubling down on customer obsession.
- Coach, monitor, supervise direct reports to ensure they have the skills and knowledge to perform their role to be compliant with NAB’s operational policy and procedures, regulatory requirements and external legislations.
- Manage team performance and develop talent.
- Monitor TWC portfolio and coverage to ensure customer’s needs are met ongoing and where the commitment limit is inappropriate, liaise with the banker to review the limit in line with the customer’s cash flow requirements
- Proactively seek new business opportunities for TWC and NAB through conversations with clients and their advisers and review of information provided
- Deliver great customer experience through enhanced relationship management, proactive customer connection and identifying opportunities to improve service and customer efficiencies.
- Minimise customer defections due to service issues or other matters within area of direct influence or control.
- Approval of TWC Product Annual Reviews and Increases for existing clients
- Review and assess the content of the Field Examination reports on the portfolio customers and identify any risk-related issues within SLA’s.
We’re looking for the best and brightest to deliver the best for our customers. You’ll need:
- Ensure that all work is performed in accordance with the requirements of the Health & Safety Policy, procedures and legislation.
- Provide professional and ethical behaviour in your actions by ensuring compliance with external legislation, bank standards and internal operating policies and procedures relevant to the position.
- Proactively look for ways to enhance your IDP and enlist in training to help you achieve these goals
- Develop best practise for the Account Management function
- You will need 5-10 years in Banking and Finance
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.
NAB is committed to providing an environment where you can work your way. For details on the recruitment process, and accessibility, or alternate methods to apply for this role, please visit
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📌 Senior Account Manager, Trade and Working Capital - Melbourne
🏢 NAB
📍 Melbourne