Account Manager

• Assist the Relationship Manager to manage our relationships with customers within their assigned portfolio tier.
• Attend to client queries, ensuring all queries are responded to in a timely and professional manner and in keeping with established service standards.
• Assist the Relationship Managers with miscellaneous administration of the customer portfolio ensuring all documentation and customer files are maintained in accordance with Suncorp’s policies and procedures.
• Extract and analyse financial statements, cash flow forecasts and other complex financial reports, providing accurate assessments.
• Identify an acceptable level of lending risk, in line with our Risk Appetite Statement, and to maximise profit from that transaction.
• Support and demonstrate a risk management culture in line with Suncorp’s values.
• Proactive identification and escalation of risks and issues related to your role responsibilities.
• Comply with our complaint resolution process to resolve the matter, maintain our high service standards and mitigate further risks / losses.
• Build strong and genuine relationships with key stakeholders and work collaboratively to drive a ‘one team’ approach ensuring effective support and service delivery, and achieving customer and business needs.
• Contribute to developing a positive and proactive Safety and Wellbeing culture including meeting all safety and wellbeing compliance requirements.
• Engage in initiatives and opportunities to continuously build skills, knowledge and capability.

Assistant Relationship Manager

Consultant

• Provide outstanding levels of sales and service supporting customers via Face-to-Face interaction and inbound & outbound calls with Everyday Banking enquiries, account openings and/or processes
• Deliver customer-obsessed service that drives customer satisfaction and first call resolution
• Provide timely and accurate information on Everyday Banking enquiries, account openings and processes via telephone and/or online channels
• Support and educate customers on how to use our digital platforms for personal banking
• Provide support for digital onboarding processes, ensuring a seamless experience for new customers
• Ensure compliance with all internal policies and procedures and external requirements, including legislative requirements such as Privacy and FSRA as well as the Underwriting Guidelines

Banking Consultant

• Deliver customer-obsessed service that drives customer satisfaction and first call resolution
• Provide timely and accurate information on Everyday Banking enquiries, account openings and processes via telephone and/or online channels
• Support and educate customers on how to use our digital platforms for personal banking, empowering them to self-serve with online banking features
• Provide support for digital onboarding processes, ensuring a seamless experience for new customers to make the most of their banking
• Demonstrate the ability to listen, build trust and ask the right questions to exceed customers’ expectations and improve customer outcomes
• Contributes to a team culture that is balanced across people, customer, risk, and performance
• Ensures compliance with all internal policies and procedures and external requirements, including legislative requirements such as Privacy and FSRA as well as the Underwriting Guidelines

S&S Banking Consultant

Manager

• Support customers through the home buying journey, delivering excellent service and building advocacy.
• Collaborate across Personal, Business, and Private Banking to provide a seamless customer experience while role modelling ANZ Values.
• Act as a brand ambassador and local home lending expert, including presenting at events and mentoring peers.
• Drive new business by building relationships with external partners such as accountants, lawyers, and real estate agents.
• Ensure compliance with ANZ policies, risk frameworks, and regulatory requirements, while maintaining strong credit quality standards.

Mobile Mortgage Manager

• Systematically investigate the root cause of failures within Technology New Zealand
• Identify failures, run RCA sessions, develop RCA Summary reports and provide analysis/insights on divisional themes and learning
• Lead Root Cause Analysis (RCA) Investigations across Technology NZ for incidents, risk events, control ineffectiveness, delivery failure and anywhere else in Technology that RCA is required
• Ensure root causes and material contributing causes are identified, and remediation actions are defined
• Drive effective remediation, by ensuring actions focus on hard controls, are appropriately prioritised and tracked through to completion
• Embed divisional learning by looking at a holistic view of siloed Technology NZ failures, identifying commonalities and turning insights into effective controls and governance
• Improve RCA and problem management capability across Technology NZ
• Strengthen governance by providing oversight, quality assurance, and challenge on RCA use and quality, remediation effectiveness and alignment with Non-Financial Risk (NFR) expectations

Root Cause Analysis Manager

• Deliver customer obsessed service that drives customer satisfaction and first call resolution
• Provide timely and accurate information on Everyday Banking enquiries, account openings and processes via telephone and/or online channels
• Support and educate customers on how to use our digital platforms for personal banking
• Provide support for digital onboarding processes, ensuring a seamless experience for new customers
• Demonstrate the ability to listen, build trust and ask the right questions