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Assistant Vice President, Client Services

Sydney, , Australia

Job Description:

Why does this role exist?

Within the Treasury / Cash Management business of the bank, independently consults and acts as a liaison with business partners and clients to ensure client requirements are fully met for services requested within the specified timeframes. Responsible for the expedited resolution of escalated client requests, leveraging resources across other functional areas to ensure an integrated approach to enhanced relationship management and client delight. May participate in client planning or project management to position and deliver the full range of client service channels as part of the overall client relationship. Understands the end-to-end process and utilizes professional judgment in determining appropriate resolution of client needs. Responsible for keeping abreast of new product and compliance processes and requirements. Assures compliance with procedures, service level agreements and controls. Must be client focused, build and sustain relationships, transcend silos to achieve swift adoption and communicate crisply and candidly to drive client delight. This role is considered a clear career path for senior and / or team leader opportunities and demands the candidate to demonstrate this potential. 

Responsibilities

  • Proactively manage the day to day servicing enquiries of all assigned clients
  • Provide advisory services to clients
  • Log, investigate and resolve all enquiries in a timely/accurate manner in accordance with Service Levels
  • Provide consistent service and keep clients informed on status of all outstanding enquiries
  • Liaise with local/overseas banks, business partners and preferred banking partners at all levels
  • Analyze monthly client enquiry statistics to identify trends and recurring issues
  • Attend, prepare and drive internal/external client meetings and/or presentations
  • Market Treasury Service initiatives, successes and strengths to new/existing clients
  • Actively participate in client planning and RFP processes
  • Participate in assigned local and/or regional projects as required
  • Provide back up support to other Client Services Advisor and be a team player

Skills & Experience

  • 2+ years Client Service experience (preferably within an international/domestic payments banking environment)
  • Exceptional interpersonal and problem solving skills
  • Excellent written, communication and telephone skills essential
  • Excellent typing and PC  skills (Windows, Word, Excel, Powerpoint (an advantage), MS Office)
  • Working knowledge of treasury, trade or cash management services
  • Ability to work in high pressured environment and meet tight deadlines
  • Experience with account opening, product or service documentation an advantage
  • Good time management skills

Characteristics

  • Strong team player with good work ethics
  • Ability to work independently as part of an elite team
  • Best practice orientated
  • Self starter
  • Attention to detail
  • Highly organized
  • Thrives on challenges
  • Takes personal ownership
  • Ability to demonstrate initiative and creative thinking
  • Ability to build strong client relationships
  • Adapts easily to change
  • Commonsense approach – mature and confident
  • Excellent personal presentation for face to face meetings with clients
  • Friendly outgoing personality to deal with clients
  • Flexibility with hours/overtime as and when required

Job Band:

H5

Shift: 

Hours Per Week:

38

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Why does this role exist?

Within the Treasury / Cash Management business of the bank, independently consults and acts as a liaison with business partners and clients to ensure client requirements are fully met for services requested within the specified timeframes. Responsible for the expedited resolution of escalated client requests, leveraging resources across other functional areas to ensure an integrated approach to enhanced relationship management and client delight. May participate in client planning or project management to position and deliver the full range of client service channels as part of the overall client relationship. Understands the end-to-end process and utilizes professional judgment in determining appropriate resolution of client needs. Responsible for keeping abreast of new product and compliance processes and requirements. Assures compliance with procedures, service level agreements and controls. Must be client focused, build and sustain relationships, transcend silos to achieve swift adoption and communicate crisply and candidly to drive client delight. This role is considered a clear career path for senior and / or team leader opportunities and demands the candidate to demonstrate this potential. 

Responsibilities

  • Proactively manage the day to day servicing enquiries of all assigned clients
  • Provide advisory services to clients
  • Log, investigate and resolve all enquiries in a timely/accurate manner in accordance with Service Levels
  • Provide consistent service and keep clients informed on status of all outstanding enquiries
  • Liaise with local/overseas banks, business partners and preferred banking partners at all levels
  • Analyze monthly client enquiry statistics to identify trends and recurring issues
  • Attend, prepare and drive internal/external client meetings and/or presentations
  • Market Treasury Service initiatives, successes and strengths to new/existing clients
  • Actively participate in client planning and RFP processes
  • Participate in assigned local and/or regional projects as required
  • Provide back up support to other Client Services Advisor and be a team player

Skills & Experience

  • 2+ years Client Service experience (preferably within an international/domestic payments banking environment)
  • Exceptional interpersonal and problem solving skills
  • Excellent written, communication and telephone skills essential
  • Excellent typing and PC  skills (Windows, Word, Excel, Powerpoint (an advantage), MS Office)
  • Working knowledge of treasury, trade or cash management services
  • Ability to work in high pressured environment and meet tight deadlines
  • Experience with account opening, product or service documentation an advantage
  • Good time management skills

Characteristics

  • Strong team player with good work ethics
  • Ability to work independently as part of an elite team
  • Best practice orientated
  • Self starter
  • Attention to detail
  • Highly organized
  • Thrives on challenges
  • Takes personal ownership
  • Ability to demonstrate initiative and creative thinking
  • Ability to build strong client relationships
  • Adapts easily to change
  • Commonsense approach – mature and confident
  • Excellent personal presentation for face to face meetings with clients
  • Friendly outgoing personality to deal with clients
  • Flexibility with hours/overtime as and when required

Learn more about this role

Full time

JR-22001189

Band: H5

Manages People:

Manager:

Talent Acquisition Contact:

Matthew Whittall

Referral Bonus:

0

Street Address

Primary Location:
1 FARRER PLACE, Sydney, 2000