About Us

At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.

Join Business & Private Bank and help deliver our growth ambitions by backing Australian businesses and private clients with the insights, solutions and support they need to move forward. The division plays a critical role in delivering the ANZ 2030 Strategy and you’ll be part of a team guided by our values to put customers first, deliver with excellence, own the outcome and work as one.

About the Role

The purpose of this role is to partner with a Relationship Manager to support a portfolio of Diversified customers in all aspects of customer service, compliance, processes, system and governance.

Role Type: Permanent

Role Location: Level 5, 240 Street, Georges Terrace Perth Western Australia 6000

Work Hours: Full-Time (40 Hours/ Week)

What will your day look like?

This is the WHAT the role is accountable for doing. List key things that this role is primarily accountable or responsible for delivering. These should link to how performance will be measured and ensure the role is successful in its purpose.

This role is accountable for:

• Maintaining a well‐managed portfolio compliant with all relevant policies and procedures.
• Maintaining control of workflows across all compliance and customer fulfilment process.
• Acting in the best interest of the customer and applying a customer‐centric approach.
• Proactively developing and maintaining a detailed understanding of customer business and financial needs.
• Providing appropriate solutions towards account maintenance and simple customer requests.
• Supporting the management of a portfolio of Diversified Industries customers.
• Collaborating with Product Partners and other stakeholders to fulfil customer needs.
• Engaging diversified teams when required.

What will you bring?

To grow and be successful in this role, you will ideally bring the following:

The ‘must have’ knowledge, skill and experience (KSE) the role requires are:

• Data analysis: Collecting, profiling and analysing data to translate into meaningful insights to inform business decisions and deliver customer solutions.
• Customer solutioning: Supporting customers by understanding their needs and informing them about relevant products or services, and/ or providing considered options, that meet those needs.
• Credit Analysis: The ability to assess a customer's ability to fulfill their credit obligations, considering both qualitative and quantitative factors such as character, capital, capacity to repay, collateral (security) and conditions (the 5Cs of credit).
• Fulfilment: The end‐to‐end execution of a process, or part thereof, to achieve a customer or end user outcome.
• Relationship management: Building, maintaining and influencing relationships to achieve mutually beneficial outcomes.
• Ability to support credit approval activities with competency in credit assessment and management.

The ‘good to have’ knowledge, skill and experience (KSE) the role requires are:

• Stakeholder management: the systematic identification and analysis of stakeholders and their needs, including understanding their contribution to an initiative, willingness to engage, influence and necessity of involvement.

List key qualifications that are relevant to this role.

• Banking experience required
• University degree well regarded

You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we’d love to hear from you.

So why join us? (AU)

From the moment you join ANZ, you'll be doing meaningful work that will shape a world where people and communities thrive.

But it's not just our customers who'll feel your impact. You'll feel it too. Because at ANZ, you'll have the resources, opportunities, and support you need to take the next big step in your career.

We're a diverse bunch at ANZ in different roles, different locations, doing different things. That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'. We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more.

At ANZ, you'll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated. That's because we're committed to building a workplace that reflects the diversity of the communities we serve. We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you're a candidate with a disability or access requirement, and have an enquiry about the support provided, please let us know on your application or visit ANZ Accessibility and Inclusion Programs for alternate contact methods.

• Maintaining a well‐managed portfolio compliant with all relevant policies and procedures.
• Maintaining control of workflows across all compliance and customer fulfilment process.
• Acting in the best interest of the customer and applying a customer‐centric approach.
• Proactively developing and maintaining a detailed understanding of customer business and financial needs.
• Providing appropriate solutions towards account maintenance and simple customer requests.
• Supporting the management of a portfolio of Diversified Industries customers.
• Collaborating with Product Partners and other stakeholders to fulfil customer needs.
• Engaging diversified teams when required.

• Data analysis
• Customer solutioning
• Credit Analysis
• Fulfilment
• Relationship management
• Stakeholder management

• Banking experience required
• University degree well regarded