4 Banking Trainee jobs in Australia
Client Delivery Partner Banking (Sydney)

Posted 16 days ago
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Job Description
Job Category: Professional Services
Location: Australia - Sydney
**Meet Our Team:**
As a Client Delivery Partner at Pegasystems, you'll be at the heart of our client success story, driving transformational outcomes within Australia's dynamic banking landscape. This pivotal role bridges our consulting expertise with strategic client engagement, ensuring seamless delivery across the complete engagement lifecycle while championing the modernization of customer experiences through cutting-edge technology solutions.
**Picture Yourself at Pega:**
Step into a high-impact strategic role where your analytical expertise, thought leadership, and collaborative approach will directly shape a leading bank's digital transformation journey. As the key orchestrator of client success, you'll have the authority and accountability to ensure exceptional experiences from pre-sales through delivery, serving as the trusted bridge between innovative technology and measurable business outcomes.
The Client Delivery Partner is accountable for end-to-end delivery from pre-sales to delivery. Responsible for a holistic healthy client experience.
**What You'll Do at Pega:**
- **Drive Strategic Growth** - Transform business operations by identifying breakthrough opportunities and partnering with Lead Account/Client Executives to unlock new value streams
- **Lead Enterprise Transformation** - Spearhead large-scale initiatives that modernize customer experiences, taking accountability for ACV, renewals, and consulting bookings while proactively managing risks
- **Build C-Level Partnerships** - Forge trusted relationships with banking executives and stakeholders, serving as their strategic advisor who translates complex technical concepts into clear business value
- **Architect Success** - Design effective delivery strategies that maximize ROI while ensuring clients leverage Pega's full capabilities across their digital ecosystem
- **Champion Innovation** - Accelerate time-to-value by pioneering new methodologies including blueprint, estimator app, constellation, and emerging platform capabilities that keep pace with evolving customer expectations
- **Orchestrate Excellence** - Create seamless collaboration across multidisciplinary teams, ensuring Pega experts, clients, and partners work in perfect harmony toward shared objectives
- **Drive Continuous Evolution** - Establish feedback loops between clients and engineering teams, capturing insights that fuel product innovation and maintain currency with the rapidly changing customer landscape
**Who You Are:**
You're a strategic orchestrator who thrives at the intersection of banking innovation and technology excellence. Your natural ability to build authentic connections ignites enthusiasm across stakeholders - from technical teams to C-suite executives. When complex challenges arise, your problem-solving instincts and deep understanding of digital transformation enable you to navigate with confidence and clarity.
Your experience over many years in the tech industry would give you the credibility to work at General Manager level within a major bank. This is a senior role, so your career history needs to reflect this seniority.
**What You've Accomplished:**
- Proven track record in consulting sales and delivery leadership within enterprise environments
- Expert-level experience in enterprise software delivery and client relationship management
- Knowledge of Pega products and implementation methodologies is beneficial, with appreciation for modernization trends
- Demonstrated ability to build and maintain C-level relationships in complex organizations
- Strong grasp of business strategy, digital transformation, and the evolving banking landscape
- Excellent communication skills with proven ability to influence and impact clients and partners
- Track record of identifying and resolving project challenges while maintaining strategic focus
- Experience planning, organizing, and executing complex projects across teams and organizations
**Pega Offers You:**
- Gartner Analyst acclaimed technology leadership across our product categories
- Continuous learning and development opportunities in a rapidly evolving field
- Innovative, inclusive, agile, and flexible work environment
- Competitive global benefits program including pay, bonus incentive, and employee equity, Full medical and life insurances #LI-CS5
Job ID: 22348
**AI in Action -** Pega embraces the power of artificial intelligence. We encourage all employees to actively engage with AI technologies and continually explore ways to responsibly integrate AI into our products and processes.
**Culture -** At Pegasystems, we foster an environment where people feel valued and empowered to contribute their best. With global clients across industries and regions, we know our success depends on the unique perspectives, experiences, and talents of our people. Ours is a workplace where everyone can grow, collaborate, and deliver meaningful outcomes.
We encourage candidates from all backgrounds and experiences and focus on the core competencies and mindset needed to thrive in a role.
As an Equal Opportunity employer, Pegasystems will not discriminate in its employment practices due to an applicant's race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran or disability status, or any other category protected by law.
**Export Compliance -** For positions requiring access to technical data subject to export control regulations such as this, Pegasystems may need to obtain export license approval from the U.S. Government and EU Authorities for certain individuals.
**Accommodations -** If you require reasonable accommodations under the Americans with Disabilities Act (US only) or comparable regional regulations in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process,or contact (US only) 1-888-PEGA-NOW and/or 225 Wyman Street Waltham, MA 02451 ATTN: Benefits.
It is Pega's policy to engage, recruit, hire, promote, train, discipline, and compensate in all job classifications, without regard to race, color, sex, religion, national origin, age, disability, sexual orientation, gender identity, veteran status, or any other category protected by law.
Loan Operations Officer, Global Banking Operations, Australia

Posted 3 days ago
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Job Description
Sydney, Australia
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for working in a process concerning operational exceptions for both domestic and international consumers, commercial and wholesale bank businesses, or services functions as an individual contributor. Key responsibilities include reporting, reviewing and processing transactions, and performing other support operations functions as required. Job expectations include ensuring quality service and effective and efficient operations support for the assigned area's internal business partners, external customers, or clients.
The Loan Operations team is responsible for performing a variety of operational and administrative tasks related to the processing, servicing and maintenance of loan accounts held by our corporate clients. The role supports both Global Banking and Global Markets businesses by ensuring timely execution of loan documentation, funding and servicing in accordance with the Bank's policies and regulatory requirements.
**Responsibilities** :
+ Contributes to overall success of an operations team as an individual contributor
+ Handles operational activities and queries for either single or multiple Lines of Business across the enterprise
+ Adheres to deadlines set internally within the business unit or those in agreed Service Level Agreements with internal or external business partners
+ Challenges the status quo and promotes positive change
+ Provides functional expertise knowledge to projects or initiatives relating to the business unit
+ Coordinate loan processing, disbursement and fundings in a timely manner
+ Maintain loan records including payments, renewals and fee collection
+ Assist in internal and external audits
+ Collaborate with Bankers, credit functions, treasury and other internal parties to resolve issues
**Skills** :
+ Data Collection and Entry
+ Active Listening
+ Adaptability
+ Attention to Detail
+ Reporting
+ Account Management
+ Collaboration
+ Customer Service Management
+ Proficiency in loan applications (Loan IQ)
+ Strong communication skills
+ 2+ years of experience in loan operations, loan servicing of related financial services
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Senior Associate, Credit Analyst, Global Corporate & Investment Banking, Australia

Posted 16 days ago
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Job Description
Sydney, Australia
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Our Line of Business:**
Enterprise Credit (EC) is a front-line function and part of the Global Banking and Markets organization at Bank of America. The EC team is responsible for underwriting credit solutions for large corporate and financial institutions clients. As a core member of the client team, EC partners with relationship and product teams including Corporate Banking, Investment Banking, Syndicated Finance, Global Treasury Services and Global Markets to drive revenue growth and manage risk in our credit portfolio.
**Description**
The Snr Associate will manage a portfolio of large corporate and financial institutions clients and are responsible for structuring, underwriting, negotiating, and monitoring financing solutions for their clients associated with syndicated loans, bridge financings, hedging, leasing, and treasury management products. The GCIB Australia portfolio consists of large multinational companies in sectors such as Airlines, Building Products, Construction & Engineering, Commercial Services, Energy, Healthcare, Infrastructure, Real Estate and Transportation in addition to Financial Institutions and select Private Equity investments. Credits in the portfolio are principally underwritten on a cash flow basis with a mix of investment grade and non-investment grade transactions. Responsibilities include but are not limited to:
+ Structuring, underwriting, negotiating, documenting, and managing credit risk associated with all banking products for a designated client portfolio.
+ Identifying opportunities to responsibly grow the loan portfolio.
+ Mitigating losses in deteriorating credits through amendments and restructurings.
+ Leading internal discussions and completing credit approval memorandums that summarize the merits and risks of a transaction based on due diligence findings, financial statement analysis, financial forecasting, assessments of terms and conditions, analysis of company and industry risks, and relationship profitability.
+ Negotiating legal documentation related to loans and derivatives.
+ Interfacing with internal control partners and external regulators.
+ Training and mentoring Credit Analysts and Associates.
**Required Skills**
+ 7 years' experience in commercial and / or corporate lending environment, with understanding of loans, trading & treasury products.
+ Strong credit risk analysis and conclusion-oriented analytical skills with ability to manage complex transactions.
+ Must be able to independently lead diligence efforts, make approval recommendations, negotiate loan documentation, and execute timely closings.
+ Able to soundly manage the portfolio and justify rationale for recommended transactions.
+ Strong organizational, oral, and written communication skills, with ability to communicate effectively with all levels of risk, support, and business partners.
+ Ability to manage multiple priorities - must be a team player.
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Managing Director, Head of Transaction Banking, Oceania & Head of Cash Sales - FI/NBFI, APAC
Posted 4 days ago
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Job Description
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**About the role:**
In your role as Managing Director, you will be responsible for driving the transaction banking business in Oceania and developing and delivering market competitive Transaction Banking (TB) Products. Lead and inspire the sales team to originate, structure and deliver innovative transaction banking solutions to customers with the objective of winning business from new customers as well as deepening wallet share from existing customers.
You will cultivate a deep understanding of customer product requirements and deliver products on time and within budget.
Your position will garner you as the face of TB within the Bank and in the Oceania market where you will build credibility and collaboration among stakeholders. Along with driving cash management growth from the FI/NBFI client segment for the APAC region.
**What you'll be doing:**
In your role as Managing Director, your key role will be to:
Transaction Banking
+ Drive the strategic development of Transaction Banking across Oceania, ensuring alignment with senior management's vision to enhance market presence and deliver innovative financial solutions
+ Design, Develop and Deliver a product roadmap in line with the TB strategy, Oceania strategy and in collaboration with TB APAC, coverage and local partners
+ Develop and lead the execution of the Oceania TB strategy and business plan to align to the Bank's direction/vision, in alignment with the TB APAC regional office
+ Oversee the sales team in their pursuit of financial and non-financial targets
+ Run an efficient planning organization covering Risk & Compliance, Administration, HR and Financial Planning
Cash Sales
+ Develop and execute the strategic initiatives to drive cash business growth across the FI/NBFI segment across APAC
+ Identify new market opportunities and work with cross functional teams to capture and deepen cash wallet share from FI/NBFI clients
+ Build relationships with FI/NBFI clients across APAC and lead the sales team to generate opportunities and grow cash business and average deposit balances from the FI/NBFI segment
+ Work with Product managers and other stakeholders across APAC to provide solutions to the FI/NBFI clients.
+ Lead APAC FI cash sales team to achieve the cash/deposit targets from the FI/NBFI segment
**What we are looking for**
+ 15+ years' proven experience in Transaction Banking and Cash Sales within an Australian / New Zealand domestic Bank or large International Bank
+ Undergraduate Business / Commerce / Law Degree from a leading university is essential
+ In depth knowledge of Transaction Banking products
+ Market knowledge in Oceania including TB landscape, customer relationships, and regulatory environment; as well as the cash management landscape in APAC
+ Strong leadership, communication, and interpersonal skills with the ability to influence others and sell ideas
+ Strong stakeholder management skills to collaborate with other departments
+ Risk and Compliance mindset
+ Extensive market and industry knowledge
+ Strong business acumen and ability to develop new revenue / cross selling opportunities
+ Good communication skills with the ability to influence others
+ Strong stakeholder management skills to collaborate with other departments
+ Previous experience in a leadership role providing guidance and mentorship to a developing team
**Our culture:**
MUFG fosters a highly professional, supportive work environment that enables our employees to help maximize our customers' prosperity. We focus on building long-term customer relationships and giving back to our communities in order to develop shared and sustainable growth for a better world.
Mitsubishi UFJ Financial Group (MUFG) is an equal opportunity employer. We view our employees as our key assets as they are fundamental to our long-term growth and success. MUFG is committed to hiring based on merit and organsational fit, regardless of race, religion or gender.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
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