Relationship Associate - Sydney CBD

Our people are customer obsessed. They prioritise the needs and satisfaction of the customer above all else. Our mindset fosters innovation and creates strong lasting customer relationships as we strive to be the most customer centric company in Australia and New Zealand.

• Permanent full-time opportunity based at our Sydney CBD office.
• Collaborative & challenging fast paced culture.
• Use your expertise to drive positive outcomes for our customers.

In the role of a Relationship Associate you will join the Metro & Specialised Team thats doubling down on winning together.

Each day youll go above and beyond to:

• Align to local teams and building relationships with customers through retaining local knowledge.
• Drive customer advocacy by being an empowered case resolver for customer servicing enquiries.
• Support Relationship Managers to complete customer servicing tasks and maximise utilisation of value chain stakeholders to assist in the timely completion of customer requests.
• Be accountable for customer adoption of digital channels including education of customers to transition to self-servicing channels to simplify customer banking.
• Be Centre of Excellence for on boarding new to bank customers and completion of KYC requirements including accountability for quality and time to cash metrics.
• Identify ways in which we can continue to meet or better support our customer needs through engagement with our specialist bankers.
• Proactive management of the Term Deposit Rollovers and opening of new Term Deposit Accounts.
• Provide a concierge service for the Business Bankers for customer calls and emails and be empowered to deliver first point resolution.
• Assist Bankers with Asset finance quotes documentation and payout information for customers.

Were looking for the best and brightest to deliver the best for our customers. Youll need:

• Tertiary qualification in Banking & Finance or a business-related discipline (preferred).
• Ability to deliver superior customer service on a consistent basis.
• Knowledge and understanding of digital platforms and customer self-service channels.
• Foundational NAB System Knowledge proficiency in Siebel and Ebobs desirable.
• Financial analysis ability and willingness to further develop business and financial acumen.

A diverse and inclusive workplace works better for everyone
We know that our people make us who we are. Thats why we have built a culture of equity and respect where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment where all NAB colleagues unique backgrounds and identities are understood respected and celebrated. We are committed to providing an environment where you can work your way.

For details on the recruitment process and accessibility please visit To discuss adjustment requirements please contact the NAB Careers team via (please reference job number) or visit our Careers page through the link above for other contact options.

Join NAB
If you think this role is the right fit for you we would love to hear from you. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert. Unsolicited CVs from agencies will not be accepted.