Account Manager

Account Manager – Commercial Banking (Healthcare Sector)

Make a Meaningful Impact in Healthcare Finance

Join a high-performing team supporting small to medium enterprises with up to $30 million in turnover and $10 million in commercial debt. Our clients are exclusively in the medical and health sector, GPs, dentists, specialists, pharmacies, and veterinary practices. We deliver tailored financial solutions across transaction banking, cash flow, capital, wealth, risk management, and trade finance.

Due to an internal promotion, we are seeking a motivated Account Manager to support a portfolio of commercial clients. You'll work closely with a Relationship Executive and Analyst to deliver exceptional service and help clients manage their day-to-day banking needs. This role offers exposure to complex transactions and the opportunity to build your credit knowledge in a dynamic, client-focused environment.

As a key member of the Deal Team, you'll play a vital role in supporting client relationships and ensuring operational excellence.

What you will do

• Manage Know Your Customer (KYC) processes and assist with bank guarantee requests.
• Coordinate documentation for funding and provide transactional support.
• Conduct business reviews and contribute to credit submissions.
• Collaborate with internal teams including Risk, Global Markets, Transaction Banking, and Asset Finance.
• Maintain portfolio hygiene and ensure compliance with procedures and policies.
• Participate in service and sales activities such as client meetings and team debriefs.

What You will Bring

We're looking for someone who is proactive, detail-oriented, and passionate about client service.

You will ideally have:

• Experience with complex lending or organizational structures.
• Strong understanding of financial statements and analytical skills.
• Exposure to credit processes or a desire to develop in this area.
• Experience in managing / completing KYC for new customers.
• Experience in establishing transaction banking accounts
• Knowledge of the Personal Property Securities Act and facility documentation.
• Excellent communication and relationship management skills.
• A tertiary qualification in Accounting, Finance, or a related discipline.

Why Join Us?

This is a fantastic opportunity to grow your career in commercial banking. Ready to make a difference? Apply today.