Senior Case Management Analyst, FPO
Senior Case Management Analyst, FPO
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Job Description
Create your best future and join us in the FM Product Operations Team
Whats the role
The FPOCase Management Team plays a vital role in ensuring our organization remains compliant with multiple regulations protecting both the banks reputation and financial assets.
This team collaborates closely with Relationship Managers Product Fulfilment Global Derivative Reform Credit Legal and Compliance to streamline the onboarding process for new and existing Fund client relationships with Westpac. Their responsibilities include managing Front Office requests related to Fund onboarding Westpac Australia CIV FM onboarding and remediation efforts.
The Analyst is responsible for overseeing the end-to-end client onboarding processensuring all due diligence documentation is sourced verified and delivered to the WIB Operations teams efficiently.
What do I need
- Strong client focus with an emphasis on quality service and control
- Excellent verbal and written communication skills
- Ability to manage multiple tasks and adapt to changing priorities
- Skilled in process ownership problem-solving and decision-making
- Capacity to work under pressure and tight deadlines
- Strong time management organization and relationship-building skills
- Ability to quickly learn concepts and procedures
- Proven expertise in project management
Preferred Qualifications & Expertise
- Degree qualification preferred
- Strong knowledge of FM Product Onboarding KYC Compliance AML procedures
- Deep understanding of the financial industry particularly Institutional Banking
- Experience with multiple client types (Corporates NBFIs Trusts Funds Partnerships etc.)
- Proven ability to adhere to controls and compliance standards
Why join us
Were obsessed with becoming our customers #1 banking partner for life and were looking for people who are passionate about helping us achieve that goal. In return were committed to making Westpac the best place to work in the country. Here are just a few of the ways were already doing that:
- Special offers on banking products and discounts from top brands including generous employee-only mortgage rates!
- Flexible work arrangements to help you achieve a greater work/life balance and a variety of leave options including Culture Lifestyle and Wellbeing leave.
- Tailored learning and development opportunities to help your grow your career within the bank.
- Lots of opportunities to give back to the Community by getting involved in our many volunteering initiatives
Create your future today
To get started simply click on the APPLY or APPLY NOW button
Were all about creating a supportive and inclusive community. We welcome everyone no matter your age gender background or abilities. We also provide additional support to welcome our veterans Indigenous Australians and neurodiverse community.
If you need any adjustments during the recruitment process you can find out more informationand additional contact details by visiting thePeople with Disability and/or needing Accessibility Requirementspage on ourwebsite.
Required Experience:
Senior IC
Employment Type
Full-Time
