Account Management Officer
This is a great role for an individual who has been working in a bank providing retail services who would like to move to a corporate environment.
Summary about this job
Banking - Retail/Branch
Company: Perpetual Limited
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-3-5400-5195
Fax: +61-7-8344-3142
E-mail: n\a
Site: n\a
Detail information about job Account Management Officer . Terms and conditions vacancy
- Are you working in customer services for retail bank and seeking to transfer to a corporate?
- Work for a trusted and respected brand in the market
- High performing and collaborative environment
Your New Employer
As an employer we can help you reach your full potential. Our success is based on empowering our people to make a difference in our dynamic and high performance environment.
Perpetual is one of Australia's most successful trustee companies. We work with clients all over the world providing a variety of trustee services in Australia. The cash management team is on the front line working with our clients, banking platforms and internal stakeholders ensuring payments are made on time.
This is a great role for an individual who has been working in a bank providing retail services who would like to move to a corporate environment. Alternatively, the successful candidate may be looking to transfer their payments experience within a financial services environment to working for a more a more agile and lean team.
Your New Duties
- Build effective relationships with clients.
- Respond to client enquiries relating to various services, financial products, fees and conditions.
- Manage accounts from opening through to account closure.
- Identify risks and determine ways to mitigate them.
- Issue client correspondence in accordance with corporate guidelines.
- Act upon client instructions within required timeframes
- Provision of timely information and reports to clients and internal stakeholders.
Your Background
- Ideally experience working in retail banking
- Some experience in settlement, reconciliation, payment and account management practices and processes.
- Demonstrated customer service and relationship management skills.
- Self-motivated, adaptable and show initiative in different circumstances and under pressure.
- Solid understanding of AML and KYC.
Your Benefits
Your well-being is important to us and we offer a range of flexibility to meet your personal and professional goals. We also have a strong commitment to diversity and our business practices create an environment where your individual differences are valued.