Associate/Account Manager opportunity - Major Client Group

• You are passionate about servicing customers.

• We value your professional development.

• Together, we can drive sustainable business growth for our clients.

See yourself in our team

The Major Client Group (MCG) serves over 1,600 large businesses in Australia, one of the fastest-growing segments in Business Banking. We cater to clients with annual turnovers over $150M and loans between $50M and $500M across various industries like property, healthcare, retail, transport, and more.

Our team brings industry-specific expertise in financing, wealth and risk management, transactional banking, and international trade. We prioritise client relationships and collaboration, delivering insights and creative solutions to drive sustainable growth. Join a team that places clients at the centre of everything we do.

Your Impact

As a vital part of the team, you will support an Associate Director and/or Director in managing a portfolio of diverse clients. You will assist with or prepare credit submissions, supporting transactions from early client engagement to settlement, while maintaining an accurate audit trail on the CBA lending platform.

This role encompasses everything you love about ongoing credit risk and relationship management.

More specifically, you will:

• Provide exceptional customer service, fostering relationships with support teams and relevant product specialist for superior client support.
• Prepare credit submissions for new and existing clients.
• Deliver efficient deal execution through the fulfilment of security documentation and transaction settlements.
• Conduct covenant monitoring and annual reviews
• Drive quality, credit management and portfolio monitoring

What We Are Looking For:

• Prior experience navigating complex lending platforms at CBA or other financial institutions, with a sound understanding complex lending and organizational structures
• A critical thinker with strong commercial acumen.
• Exposure to Corporate or Commercial Banking transactions, with ability to interpret and assess balance sheet, profit & loss and cashflow statements.
• Excellent written and verbal communication skills, with the ability to write concise credit submissions supported insightful commentary.

If you excel in communication, have relevant tertiary qualifications in accounting or finance please apply now

Advertising End Date: 15/08/2025