Assistant Relationship Manager

ANZ

Assistant Relationship Manager in Business Banking assisting Relationship Managers to manage business customer portfolios. Engaging in risk management and building customer relationships for financial services.

Posted 7/8/2026full-timeDubbo • 🇦🇺 AustraliaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Demonstrated experience in roles requiring growth and retention of a customer base.
Demonstrated experience in financial services and customer focus
Knowledge of the Group’s banking, insurance and life products and processes.
Sound understanding and knowledge of Financial Services Legislation requirements.
Strong interpersonal skills - using appropriate behavioural styles to develop relationships and influence others
Strong communication - a demonstrated ability to convey and explain information, coherently and confidently.
Credit skills - understanding and application of risk analysis, cash flow analysis, portfolio management, evaluation and analysis of profit projections, property valuation, credit mediation, security requirements and credit checking.
Strong analytical skills and attention to detail
Ability to make effective decisions in a timely manner.
Demonstrated commercial acumen - ability to recognise and implement business strategies to drive profitable growth, customer acquisition, customer experience and sales productivity.
Financial skills – understanding and application of pricing, margin, expense management, and profitability principles.
Negotiation skills – exploring opportunities with a view to mutual benefit and acceptance.
Planning and organising skills – establishing a process to complete goals (either personal or for others) and allocating appropriate resources to achieve such goals.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Credit AnalysisCash Flow AnalysisPortfolio ManagementProfit ProjectionsProperty ValuationCredit MediationSecurity RequirementsCredit CheckingPricing ManagementExpense Management

Soft Skills

Strong CommunicationNegotiation SkillsPlanning and Organizing SkillsAttention to DetailCommercial Acumen