Associate/Senior Associate Relationship Manager

The ARM role is to support Relationship Managers (‘RM’) establish new and deepen existing customer relationships in the US through leveraging WIB’s product and industry knowledge across our home markets and international offices. By embedding yourself in key sales activities and fully understanding and supporting delivery into the end-to-end sales process, this is a unique opportunity to build product knowledge, industry research, credit analysis and relationship management skills.

As part of the role, you will also be responsible for delivering the ongoing service needs to clients across our US footprint. This will require close co-operation with WIB product teams, credit analysts, CIB Industry teams, Risk, Compliance, Legal, various product owners, and Operations.

This role will allow you to gain a deeper understanding of WIB, its customer base and services, as well as a greater understanding of specific customer lifecycles, the markets in which they operate and how we position ourselves to be a key banking and risk management partner. Your role will be essential in us striving to deliver into Westpac’s vision to be one of the leading services companies in the world.

What are my key areas of focus?

• Maintaining of customer target lists and analysis / screening of potential targets.
• Establishment of transaction deal teams.
• Supporting the professional delivery of tailored product solutions across WIB’s products range for customers.
• Preparing revenue reporting, forecasts as well as following up on revenue anomalies within reports with Finance and respective industry or product colleagues.
• Supporting RMs through origination and management of customer relationships including internal coordination of lending transactions from origination to financial close.
• Supporting RMs in the preparation and coordination of pricing approvals through numerous internal systems including pricing models and management information.
• Accountable for service delivery and support to clients, ensuring oversight of all services and enquiries being resolved on behalf of that customer within WIB or operations team.
• Coordinating communication to customers such as responses to Requests for Proposals and delivery of Expressions of Interest for CIB products.
• Supporting product sales pitches and pricing submissions for existing and prospective customers across WIB’s product portfolio.
• Preparing and coordinating internal and external account planning.
• Maintaining an accurate product / revenue pipeline and customer relationship database.
• Coordinating the professional delivery of tailored sales financial and transactional solutions for customers.
• Supporting the development of customer relationships and attendance of customer meetings where appropriate, preparing customer presentation material, preparing briefing notes for senior management, assisting with industry event preparation, and completing call reports.

What will I need?

• Outstanding interpersonal and communication skills
• Familiarity with legal documentation (i.e., loan & security agreements; ISDA/CSA, etc.)
• Commercial awareness and business acumen
• Strong organisational skills with an ability to manage multiple streams of work concurrently.
• High standard of service and delivery internally and externally
• High standard of professionalism and integrity
• Knowledge of current regulatory landscape and implications on client on-boarding and post-boarding (in country and extra-territorial)
• Ability to work across teams and geographies to deliver consistent outcomes.

What’s in it for you?

You’ll play a significant part of the future of the business. So, we’ll back you in the development of your career. You’ll also keep learning to grow, backed by a fantastic team of people within a can-do, supportive structure.

What is it like to work here?

We aim to provide a supportive team of people who love helping others succeed. Working with us you'll discover new ways of working, and an exciting range of roles to showcase your skills. As an equal opportunity employer, we’re proud to have created a culture and work environment that values diversity and flexibility – and champions inclusion.