Associate, Non-Bank Financial Institutions at Commonwealth Bank

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

04 Feb, 26

Salary

0.0

Posted On

06 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Coverage, Portfolio Management, Financial Modelling, Credit Risk, Analytical Skills, Stakeholder Management, Customer Service, Deal Support, KYC, Documentation, Transaction Support, Operational Support, Research Skills, Critical Thinking, Data Accuracy, Reporting

Industry

Financial Services

Description

You are a looking to become a Client Coverage specialist in Institutional Banking We are an innovative environment with client interaction, training & development. Full time, permanent role based in Melbourne supporting flexible working. See yourself in our team Our Non-Bank Financial Institutions (NBFI) team provides a full range of capital and financing solutions to clients across Funds Management and Wealth Management. These include acquisition funding, working capital, fund leverage, capital call facilities and bank guarantees. Your impact and contribution As an Associate, you’ll work in a high performing team, supporting Senior Bankers across complex transactions in the Global Funds, Asset Management & Wealth Management space. You will be involved in various aspects of portfolio management and deal related activity including preparation of pitch packs, financial modelling, preparation of information materials, portfolio review and client due diligence. Do work that matters You will play a key role in providing client, transaction and operational support to Senior Bankers across the customer lifecycle, responsibilities include: Supporting Bankers in covering and servicing the needs of our clients including, for complex transactions, operational requirements and day-to-day enquiries across the client lifecycle Working as part of a Deal Team over the lifecycle of a deal to support and drive documentation, execution, establishment, settlement and in-life maintenance processes Preparing annual credit reviews and provide analytical and credit related support in preparation of credit applications for new transactions. Stakeholder management through liaising with customers, product partners, credit risk teams and other stakeholders as required Collecting client information to facilitate and support the Know Your Customer ‘KYC’ on boarding process for new clients and the KYC review process for existing clients Performing portfolio monitoring activates such as breach management and other reporting and liaise with credit risk where required Inputting and maintaining client, credit and transaction data and ensure data accuracy and quality across systems. We’re interested in hearing from people who have: Tertiary qualifications in business, commerce or law related discipline 1-3 years’ experience in institutional, business banking, chartered accounting or banking middle office with a strong customer service focus Possess an understanding of risk management and credit risk issues and have demonstrable critical thinking, research and analytical skills Good knowledge of the Bank’s systems and processes would be well regarded but not essential. What we offer This opportunity will give you exposure to both clients and a wide range of stakeholders at all levels of the business whilst being part of a team that is focused, smart, hardworking and passionate about our shared vision to create the very best experience for our customers. As the successful applicant you'll be rewarded with a structured career path within the Global Client Solutions business that offers a competitive market salary, annual performance incentives, and a flexible working environment. If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We’re keen to support you with the next step in your career. We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696. Advertising End Date: 20/11/2025 Whether you’re passionate about customer service, driven by data, or called by creativity, a career with CommBank is for you. Our people bring their diverse backgrounds and unique perspectives to build a respectful, inclusive and flexible workplace. One where we’re driven by our values, and supported to share ideas, initiatives, and energy. One where making a positive impact for customers, communities and each other is part of our every day. Here, you’ll thrive. You’ll be supported when faced with challenges, and empowered to tackle new opportunities. We really love working here, and we think you will too.

Responsibilities

As an Associate, you will support Senior Bankers across complex transactions in the Global Funds, Asset Management & Wealth Management space. You will provide client, transaction, and operational support throughout the customer lifecycle.