ABOUT THE ORGANISATION A Specialist Finance organisation requires a Banking & Processing Associate with a flair for Client Service to join their Financial Services team.

ABOUT THE ROLE

- Ensuring superior levels of service to our specialist clients with a high level of efficiency, accuracy, and professionalism.

- Maintaining a high benchmark in service delivery by phone and email to new and legacy clients

- Robust knowledge of banking and branch practices with a focus on compliance, regulation and internal procedures.

- Develop a strong level of product knowledge for all products and services with the ability to articulate your knowledge to Clients.

- Preparation and processing of account details. corporate cards, merchant facilities and bank guarantee applications for assessment by the approving manager.

- Quality Control and management of client registers, internal databases and investor data.





- Typical functions include Processing withdrawals/deposits, Opening/Closing Loans, setup of sweep accounts and Payment Investigations

- Vigilance across AML and KYC risks - requiring strong Attention to Detail with a focus of the role being alertness to potential frauds

ABOUT YOU

- Banking, Branch & processing experience in a client focused and service position involving both Retail and Business Organisations.

- Excellent Client Service skills including the personality to address sensitive issues and relationships with tact and care

- Sound knowledge of the financial services industry with enthusiasm to learn about regulatory and compliance landscape

- Ability to multi-task and be highly adaptable to change with a willingness to work in a cohesive team environment

📌 Banking/Client Service & Processing Associate (Sydney)
🏢 Mane Consulting
📍 Sydney