- Partner with Relationship Managers and Transaction Banking specialists to own, support and grow a portfolio of diversified institutional clients
- Develop trusted relationships with Treasury leaders and C-suite stakeholders
- Provide market insights and strategic advice supporting client decision-making
- Identify, originate and convert opportunities across working capital, cash management, payments and broader transaction banking solutions
- Analyse client businesses, operating models and financial performance to uncover value-creation opportunities
- Contribute to client strategy development and engagement planning
- Lead or support deal teams delivering tailored, client-centric banking solutions
- Collaborate with internal stakeholders to deliver client outcomes
- Support clients through payment ecosystem changes, treasury innovation and digital transformation initiatives
- Structure, negotiate and execute transaction banking opportunities
- Ensure activities comply with risk, compliance and regulatory requirements

Requirements

- Strong foundation within institutional or corporate banking, investment banking, transaction banking, treasury or cash management, debt advisory or related financial services environments
- Strong knowledge of transaction banking, working capital, cash management and payments solutions
- Understanding of industry sectors and key drivers impacting corporate clients
- Proven ability to build and maintain a strong sales pipeline, identify new business opportunities and convert opportunities into sustainable revenue growth
- Experience developing strategic account plans and driving proactive client engagement activity to deepen relationships and expand wallet share




- Experience engaging senior stakeholders and building credibility with executive-level decision-makers
- Demonstrated ability to identify opportunities and deliver commercial outcomes
- Excellent relationship management and stakeholder engagement skills with a proactive, organised and client-focused approach
- Strong analytical, negotiation and problem-solving capabilities
- Outstanding communication and presentation skills
- Ability to manage competing priorities and work effectively in a quick-paced environment

Core Competencies

Demonstrates expertise in transaction banking, cash management, and relationship management, with a strong ability to engage C-suite stakeholders and drive strategic account plans. Proven track record in identifying business opportunities and delivering tailored banking solutions that comply with regulatory requirements.

Highest-signal resume keywords

- Transaction Banking Expertise
- Relationship Management
- Strategic Account Planning
- Analytical Problem-Solving
- Stakeholder Engagement

Hard Skills

- Transaction Banking
- Cash Management
- Working Capital Solutions
- Payments Solutions
- Financial Analysis
- Negotiation
- Sales Pipeline Development
- Commercial Outcome Delivery
- Client Strategy Development
- Regulatory Compliance

Soft Skills

- Relationship Management
- Communication Skills
- Organizational Skills
- Proactive Approach
- Presentation Skills

Industry Keywords

- Institutional Banking
- Corporate Banking
- Investment Banking
- Debt Advisory
- Treasury Innovation
- Digital Transformation
- Client-Centric Solutions
- Market Insights
- C-Suite Engagement
- Value-Creation Opportunities

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📌 Senior Associate – Account Management (Melbourne)
🏢 Jobtailor
📍 Melbourne