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Relationship Associate

NAB - Mungindi, QLD

Any Industry
Source: uWorkin


  • Outstanding opportunity to build and progress your career within Business &Private Banking
  • Collaborative & challenging fast paced culture
  • Use your expertise to drive positive outcomes for our customers

About You

As part of NAB’s ambition to be the World’s Best Business Bank and drive better customer outcomes, Business & Private Banking is introducing innovative new ways of working. At NAB, Relationship Associate teams play a critical role in delivering exceptional service to our customers, both directly and through the support they provide to our NAB Bankers.

As a Relationship Associate in Private Bank you will be responsible for providing servicing support to customers and Private Client Managers within a partnership to deliver exceptional customer service and to allow Private Client Managers to focus on developing, growing and deepening customer relationships.

As a Relationship Associate you will be responsible for

  • Aligned to local teams and building relationships with customers through retaining local knowledge.
  • Drive customer advocacy by being an empowered case resolver for customer servicing enquiries
  • Support Relationship Managers to complete customer servicing tasks and maximise utilisation of value chain stakeholders to assist in the timely completion of customer requests
  • Accountable for customer adoption of digital channels including education of customers to transition to self-servicing channels to simplify customer banking
  • Centre of Excellence for on boarding new to bank customers and completion of KYC requirements including accountability for quality and time to cash metrics
  • Identify ways in which we can continue to meet or better support our customer needs through such as specialised requirements and engagement with our specialist bankers
  • Proactive management of the Term Deposit Rollovers and opening of new Term Deposit Accounts

As the face of NAB, I recognise that first impressions do matter, and I am genuinely enthusiastic about providing a world-class customer experience to our business customers

What you will bring

  • Tertiary qualification in Banking & Finance or a business-related discipline (preferred)
  • Understanding of KYC onboarding compliance requirements with a strong communication skills
  • Knowledge and understanding of digital platforms and customer self-service channels
  • Ability to deliver superior customer service on a consistent basis
  • Foundational NAB System Knowledge, proficiency in Siebel and Ebobs desirable
  • Ability to analyse financial and willingness to further develop business and financial acumen

This role being offered is a full-time fixed term opportunity based QLD, Brisbane City, 259 Queen St. If you think this role is the right fit for you, we invite you to apply. Let’s explore who you are and what drives you.

To be eligible to apply, you must have Australian or New Zealand citizenship or permanent residency status. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.