Personal Banker

Details of the offer

Our client is seeking a Personal Banker to join their dynamic team in Wagga Wagga. This role offers an exciting opportunity to manage day-to-day operations across multiple clients, ensuring the delivery of high-quality services as per the Service Level Agreement (SLA). The successful candidate will be responsible for maintaining strong client relationships, overseeing a robust Supervisory Risk & Control Framework, and effectively managing staff. This role provides a platform for continuous learning and development within the banking sector.
Responsibilities: Ensure all deliverables are met on a daily, weekly, and monthly basis.Comply with documentation requirements and implement procedures.Identify and lead change with system development and process improvements.Liaise with Relationship Managers and Client Service Managers.Escalate any production, client or staff related issue promptly to the Senior Manager.Commit to continuous learning program to develop in the role.Requirements: Strong systems and technical knowledge of HiPortfolio, Investone or asset management systems.Excellent working knowledge of financial markets and instruments, both domestic and international.Strong PC skills, particularly Excel.Minimum five years' experience in Fund Operations & Unit Trust Pricing.Degree level qualification in Accounting, Mathematics, Economics or similar discipline preferred.Completion of, or currently studying towards, a relevant post graduate qualification (e.g. CA, CPA, CFA or Masters of Applied Finance) highly regarded.Aboriginal and Torres Strait Islander Peoples are encouraged to apply.

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