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
Strong knowledge of banking and branch practices with a focus on compliance, regulation and internal procedures.
Develop a solid 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
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📌 Banking/Client Service & Processing Associate (Sydney)
🏢 Mane
📍 Sydney