About Us

At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.

About the Role

As a Business and Private Banking Onboarding Specialist, you will be responsible for providing end-to-end case management for onboarding Business and Private Banking (B&PB) customers with B&PB and PCM / Institutional products.

Banking is changing and we’re changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you’ll be building your future, while helping to build ours.

Role Type: Permanent

Role Location: 833 Collins Street,  Docklands VIC 3008

Schedule: Full time, 40hrs/week

What will your day look like?

As a B&PB Onboarding Specialist, you are accountable for: 

• Working closely with Transaction Banking Sales B&PB frontline to seamlessly enable great experiences for new to bank and existing customers
• Responsible for onboarding of all B&PB products, and PCM / Institutional products
• Coordinating with offshore teams to ensure deals meet SLAs and with a particular focus on accuracy
• Provide product training to customers to ensure they are engaged and transacting with their new products effectively
• Helping to drive profitable, sustainable growth of B&PB products, and PCM / Institutional products within B&PB
• Provide a high level of responsiveness to customer requests by satisfying enquiries accurately the first time around
• Identify and effectively communicate opportunities to enhance customer efficiency
• Increase quality of customer engagement and Transaction Banking brand in market
• Contributing to the origination of new customers / new B&PB products, and PCM / Institutional products in B&PB on behalf of internal stakeholders
• Protect the Bank by adhering to the highest risk management standards, including all personal role and organisational compliance obligations met and maintained.
• Manage your business and customers by adhering to the required onboarding disciplines and management / application of all tools and resources. Includes contribution to team outputs across cases closed, productivity, utilisation, achieving SLAs

What will you bring?

To grow and be successful in this role, you will ideally bring the following:

• Sound knowledge of deposits and B&PB products, and PCM / Institutional products
• Strong customer focus
• Proven relationship management skills
• Strong focus on delivering results through collaboration
• Excellent written communication skills
• Strong attention to detail

You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we’d love to hear from you.

So why join us?

From the moment you join ANZ, you'll be doing meaningful work that will shape a world where people and communities thrive.

But it's not just our customers who'll feel your impact. You'll feel it too. Because at ANZ, you'll have the resources, opportunities, and support you need to take the next big step in your career.

We're a diverse bunch at ANZ in different roles, different locations, doing different things. That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'. We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more.

At ANZ, you'll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated. That's because we're committed to building a workplace that reflects the diversity of the communities we serve. We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you're a candidate with a disability or access requirement, and have an enquiry about the support provided, please let us know on your application or visit ANZ Accessibility and Inclusion Programs for alternate contact methods.

To find out more about working at ANZ, visit https://www.anz.com.au/careers. You can apply for this role by visiting ANZ Careers and searching for reference number 115970 .
 

Job Posting End Date

22/05/2026 , 11.59pm, (Melbourne Australia)