Associate, Client Management & Execution, Banks bei National Australia Bank (NAB)

Closing Date: 10 September 2025

Worker Type:

Permanent

To be the CME partner of the Client Coverage and the Product Specialist teams with the aim of driving business growth and efficiently delivering an excellent experience for customers.  The position offers the successful candidate an opportunity to develop his or her credit risk and financial analysis skills, client relationship management skills, and to play a key role in driving superior client outcomes and delivering world class client relationships.

Responsibilities

• Contribute to CME Goals;
• Support portfolio maintenance activities including portfolio administration, monitoring of facility documentation and ensuring the integrity and accuracy of system data;
• Undertaking financial and credit risk analysis for the preparation of new credit submissions and annual reviews of existing transactions;
• Continuously seek to optimise the return on capital deployed and resources invested by the business
• Workflow management between Client Coverage, CME, Product Specialists, Credit and client support teams to achieve a seamless client experience;
• Attend client meetings where appropriate to support business outcomes and conduct research to develop sector expertise and awareness of market trends; and
• Maintain an ongoing awareness of NAB’s credit policy, credit and market risk and internal risk appetite.

Success

• The quality and timeliness of portfolio administration and maintenance activity.
• High quality contribution to transaction execution and credit submissions
• Successful and timely resolution of client queries.
• Showing initiative and contributing to further process improvement with the aim of streamlining day to day operations.
• Meeting stakeholder deadline requirements with high quality time management, organisational skills and work output.

KPI’s

• Revenue collection and capital optimisation
• Engagement and relationship with Credit, Client Coverage and Product Specialists, as measured by feedback from those groups
• Credit writing skills and understanding, as measured by ability to have completed at least 80% of the submission without assistance

The Person

Experience:

• Prior experience in banking including experience with credit and compliance processes;
• Moderate to advanced Excel skills; and
• Experience working with and contributing to a team environment.

Qualification:

• Undergraduate qualification in law, finance, business or accounting desirable.

Core Skills & Capabilities required:

Technical Capabilities:

• To write credit submissions and annual reviews clearly and succinctly;
• To understand of risk management and financial analysis;
• To assist in pricing of transactions;
• To assist in the production of financial models for transactions; and
• Moderate to advanced skills in utilising Excel for modelling and Word and PowerPoint for the creation of submissions and presentations.

NAB Capabilities

Customer Focus (Business)

• Investigates and applies ways to improve customer service
• Keeps in contact with customers and asks if problems have been resolved
• Looks to the future and determines some emerging customer needs; determines appropriate responses
• Studies customer feedback and uses it to determine some creative new ideas / insights

Strategic Mindset (Business)

• Takes industry and market trends into account when making decisions

• Knows what to prioritise for the greatest strategic impact on the organization
• Appropriately balances time between big-picture/strategic concerns and day-to-day    activities
• Explores possibilities and potential scenarios that may impact the team or organisation in the future

Plans and Aligns (Results)

• Takes steps to ensure that own plans are aligned with those of the relevant workgroups
• Generally balances planning with action, laying out appropriate steps without overworking the plan
• Outlines clear plans that put actions in a logical sequence; conveys some time frames
• Recognises the main issues that may delay progress; takes some steps to reduce bottlenecks and speed up the work

Decision Quality (Results)

• Usually makes the right decisions on routine, day-to-day matters

• Typically makes good independent decisions and takes appropriate action during urgent, non-routine situations
• Integrates various inputs, decision criteria, and trade-offs to make effective decisions
• Knows when to act independently and when to escalate issues

Drives Engagement (People)

• Praises the successes of others
• Shares insight into the purpose behind the work
• Involves others appropriately and gives them credit for their contributions
• Recognises how the work relates to own motivations; considers some ways to increase the overlap

Collaborates (People)

• Keeps in touch with stakeholders and makes sure to share the facts they need to know
• Readily involves others as appropriate to accomplish individual and group goals
• Discourages “us vs. them” thinking in self and others
• Accepts and conveys appreciation for others’ ideas and input

Demonstrates Self-Awareness (Self)

• Seeks balanced feedback from others and is receptive to both positive and constructive views
• Understands how own actions and style impact other people
• Is aware of own strengths and weaknesses
• Enhances self-awareness and applies insights learned from feedback

Nimble Learning (Self)

• Makes use of new concepts and principles when addressing problems
• Experiments to find the best possible solution and gains insight from test cases
• Takes steps to draw lessons from mistakes and avoid making them again
• Gains the right

It’s more than a career at NAB. It’s about more opportunity, more moments to make a difference and more focus on you.

Your job is just one part of your life. When you bring your ideas, energy, and hunger for growth to us, you’ll be recognised and rewarded for your contribution in return. You’ll have our support to excel for our customers, deliver positive change for our communities and grow your career. 

It’s a good time to see what more you can find at NAB as a

Associate, Client Management & Execution, Banks

A diverse and inclusive workplace works better for everyone.
At NAB, we’re intent on building a culture we can all be proud of. One based on trust and respect. An uplifting environment where every single one of us feels appreciated and empowered to be our true, authentic selves. A diverse and inclusive workplace where our differences are celebrated, and our contributions are valued. It’s a huge part of what makes NAB such a special place to be.

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