Associate Transactional Direct

NAB is seeking an Associate in Transactional Direct in Melbourne, VIC. The role involves making and receiving calls to meet customer banking needs, managing a sales funnel, and ensuring compliance with policies. Candidates should possess strong communication skills, time management, and preferably experience with Salesforce. NAB promotes a supportive culture with flexible working arrangements and values diversity and inclusion in the workplace.
• We win by doing things the right way, which is by always putting our customers first
• Build your career and develop within a supportive and results driven team
• Be a part of a culture that values your wellbeing and cultivates stronger engagement with flexible working arrangements and social team activities

In this Associate, Transactional Direct role, you will
• Receive and make phone calls to attract and retain customers by identifying their Transactional Banking needs and matching them with the right solutions.
• Effectively managing an active sales funnel, including taking next actions/steps and reflecting the correct opportunity status in the sales cycle
• Deliver relationship excellence by having meaningful conversations with Small Business Customers to support them with other banking needs by referring to the right team
• Meet Performance goals set in financials goals, achieve a minimum Customer Experience score of >80% and maintain an opportunity conversion of >45%.
• Proactively manage risk and meet all policy and compliance requirements; adhere to Process and Procedures required and escalate events, or breaches as they are identified

What You’ll Bring
• Outstanding communication and interpersonal skills suited to a contact centre environment
• Excellent time management skills with proven ability to adhere to schedules to maximise each customer interaction
• Experience in Salesforce/CRM preferred
• Solutions-based experience is advantageous
• Ability to effectively manage conflicting priorities and competing stakeholder expectations
• Ambition and self driven attitude!

A diverse and inclusive workplace works better for everyone

We know that our people make us who we are. That's why we have built a culture of equity and respect – where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all NAB colleagues’ unique backgrounds and identities are understood, respected and celebrated. We are committed to providing an environment where you can work your way.

For details on the recruitment process, and accessibility, please visit www.nab.com.au/about-us/careers/apply-for-job. To discuss adjustment requirements, please contact the NAB Careers team, via nab.careers@nab.com.au (please reference job number) or visit our Careers page through the link above for other contact options.

Join NAB

If you think this role is the right fit for you, we would love to hear from you. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert. Unsolicited CVs from agencies will not be accepted.