SENIOR PROGRAM MANAGER: FC REFORMS - SPF Position Reports to: Division Group

Senior Program Manager – Financial Crime (Scams Prevention Framework) Executive, Financial Crime Reforms T&EO – Fin Crime Domain 5

Purpose Capabilities, Experience & Qualification Requirements

• Lead and deliver the enterprise regulatory response to support compliance with the Scams Prevention Framework to strengthen fraud and scams detection, prevention and response capabilities.

• Drive end-to-end transformation required under the framework across fraud systems, customer journeys and operational processes to reduce scam losses and improve customer outcomes.

• Co-ordinate with supporting teams, legal and Risk to deliver complex, cross-functional change spanning fraud operations, financial operations, digital channels and customer servicing environments.

• Provide strategic leadership to deliver outcomes in complex, matrixed environments with significant regulatory, reputational and financial risk exposure.

Essential capabilities Strategic Program Leadership • Define and deliver large-scale ($20m+) regulatory transformation programs across multiple business units and geographies, spanning

fraud systems, operations and customer channels. • Align program outcomes to align with enterprise fraud risk appetite and customer protection objectives. • Strong technical competence and experience in technology-enabled transformation, ideally within banking, or regulated environments,

with confidence operating across both business and technology domains Stakeholder Influence & Engagement • Engage and influence senior stakeholders across Fraud, Risk, Digital, Operations and Customer teams. • Navigate competing priorities across Lines 1, 2 and 3, and external stakeholders. Integrated Program Delivery • Monitor delivery against regulatory requirements across fraud platforms, payment systems, digital channels Manage dependencies

across multiple programs impacting fraud and scams outcomes • Embed risk-based decision-making into design and delivery Change & Risk Transformation • Lead large-scale business and risk transformation, embedding sustainable fraud prevention, detection and scams identification controls

and processes. • Ensure uplift is operationalised and embedded into BAU with measurable outcomes. Governance & Reporting • Ensure robust governance aligned to regulatory expectations and internal oversight forums. • Deliver clear, executive-level reporting on progress, risks, issues, and regulatory compliance. Benefits Realisation • Ensure delivery of regulatory and business benefits, including risk reduction, compliance uplift and operational efficiency. • Track and evidence outcomes aligned to regulatory commitments.

• Experience leading Financial Crime, Risk or Compliance transformations

• Experience working with fraud operations teams and understanding operational processes and constraints.

• Experience operating within financial services, fraud management or payments environments, with an understanding of financial operations.

• Strong experience managing enterprise-scale programs with multiple stakeholders, vendors and delivery teams.

• Proven ability to influence senior stakeholders and drive outcomes in complex and ambiguous environments.

• Experience delivering customer-impacting change, balancing risk mitigation and customer experience.

• Demonstrated ability to engage and influence senior stakeholders, including executives, boards and regulators.

• Experience delivering technology-enabled transformation (data, systems, onboarding, monitoring, reporting).

• Proven leadership of large, multidisciplinary teams across business and technology functions

• Project management professional accreditation (AIPM Certified Practicing Project Director (CPPD), AIPM Executive Project Director (ExecPD) or PMI is highly desirable

Qualification Requirements • Tertiary qualification in Business, Commerce, Economics, Law, Risk or Technology. Postgraduate qualification (e.g. MBA, Masters in Risk/Compliance) highly regarded. Professional certifications desirable

(e.g. PgMP, PMP, AIPM, or equivalent). Fraud / financial crime certifications (e.g. CFE, CAMS) advantageous

Key Decisions Key Accountabilities

• Prioritisation of fraud and scams initiatives aligned to risk exposure and customer impact.

• Prioritisation of program scope, sequencing and delivery approach aligned to regulatory deadlines.

• Trade-offs between cost, schedule, risk and regulatory compliance outcomes.

• Determination of delivery models across business and technology.

• Resolution of complex regulatory interpretation and implementation challenges.

• Escalation and management of critical risks impacting compliance or delivery timelines

Program Strategy & Planning • Deliver the Scams Prevention Framework (SPF) roadmap. • Develop integrated plans across fraud technology, operations and customer channels. Regulatory & Execution Delivery • Ensure delivery of the SPF reform obligations in line with legislative and regulatory requirements. • Oversee implementation of fraud and scams solutions across business and technology. • Manage interdependencies and maintain traceability from regulation → requirement → solution → implementation. • Oversee delivery of program outcomes across business and technology, ensuring adherence to timelines and priorities Risk & Issue Management • Proactively identify, manage and escalate risks impacting regulatory compliance or delivery outcomes. • Ensure appropriate controls and mitigation strategies are implemented. Governance & Reporting • Participate in governance forums (SteerCo, Exec updates, regulatory reporting). • Provide clear, concise updates tailored for senior stakeholders and regulators. Stakeholder Management • Build and maintain strong relationships across Fraud Operations, Risk, Digital, Payments and Customer teams. • Drive alignment and decision-making in complex stakeholder environments. People Leadership • Lead and mentor project team and broader delivery teams.

SENIOR PROGRAM MANAGER: FC REFORMS - SPF Key Stakeholder Groups Key Performance Indicators

• Fraud Operations (Line 1) • Financial Crime Risk / Fraud Risk (Line 2) • Financial Crime Operations/Fraud Operations • Payments & Channels Teams • Payments, Digital Channels, Customer Experience teams • Customer Servicing / Contact Centres • Technology & Enterprise Operations • Legal, Risk, Compliance • Division Business Units • Enabling Units (COO, CCS, Finance)

• Delivery of SPF regulatory requirements in line with regulatory commitments • Demonstrated compliance with SPF, Government / Treasury requirements • Quality and timeliness of regulatory and executive reporting • Stakeholder satisfaction (Executive, Risk, Regulatory) • Successful embedding of sustainable operational and risk uplift • Delivery within agreed resource / cost and schedule parameters

Role Purpose Statement- Senior Consultant, Performance & Insights

Job GradeReports ToPosition Title

G4Head of OE Performance & InsightsSenior Consultant, Performance & Insights

Capabilities, Experience & Qualification RequirementsPurpose

Experience • Demonstrated experience partnering with senior

stakeholders and influencing decision-making through data.

• Experience working in large-scale technology environments, ideally with engineering performance metrics.

• Experience as a Business Analyst or Insights Analyst with strong documentation and requirements capability.

• Demonstrated experience creating high-quality artefacts (dashboards, frameworks, governance packs, reporting definitions)

• Ability to translate business needs (Domain/Tech metrics, governance) into technical deliverables; clear written and verbal communication to non-technical stakeholders.

• Advanced data interpretation: able to collate, filter, validate, and interpret multi-system datasets (Flow, SAP, Clarity, Codility, Service Now, ADA, Power BI sources).

• Governance mindset: ensures accuracy, alignment, version control, documentation, and quality assurance.

• Executive communication: capable of distilling complex data into simple, compelling storylines.

• Highly proactive stakeholder engagement across senior technology leaders, Delivery Excellence and Domains.

• Strong coordination and orchestration skills across multiple forums and leadership cadences.

• Familiarity with SDLC and performance/engineering metrics (e.g., DORA, flow, predictability).

Other capabilities • Cursor • Power BI • Advanced SQL & Excel • Understanding of systems - Flow, Clarity, Codility, Rally, Service Now & SAP

• Govern end-to-end Domain and Tech Excellence reporting, ensuring accuracy, timeliness, and alignment with Enterprise and Group Transformation expectations.

• Translate complex delivery, productivity, workforce and AI-adoption data into clear, executive-ready value narratives that inform investment, reinvestment and prioritisation decisions.

• Bring CIO, Domain and value-stream metrics closer together, creating a coherent view of speed, cost, throughput and outcomes across the investment slate.

• Align reporting to evolving Group Transformation strategy and enterprise delivery priorities, enabling consistent decision-making across Technology and Domains.

• Own and evolve Flow performance insights, shaping ongoing enhancements to ensure reporting supports value-stream performance, delivery efficiency and enterprise decision-making

• Uphold a strong value proposition: high-quality insights, strong governance, and a reliable rhythm of business connecting strategy → investment → execution → outcomes.

• Partner deeply with teams across Flow, Clarity, Codility and other enterprise platforms to ensure data consistency, clarity of definitions, and robust business-side quality assurance.

• Operate across Delivery Excellence, Domains and Technology, requiring a blend of analytical depth, technical understanding and senior stakeholder influence in a fast-changing AI-enabled environment.

• Shape and maintain core performance artefacts that underpin Enterprise Delivery Forum (EDF) governance, OKRs, Ways of Working and Domain reporting.

Qualification requirements • Tertiary qualified with a Degree in Business, Economics, Science, or an Equivalent Profession qualifications

Key ResponsibilitiesKey Accountabilities / Decisions

• Deliver a consistent, accurate and aligned set of performance insights across CIO, Domain and Delivery Excellence levels. • Own rhythm-of-business processes for EDF, OKRs, WOW, monthly reporting and Tech LT forums. • Coordinate cross-Tech forums including Tech Council, Flow stand-ups, Data Sessions and Domain governance. • Partner with Flow, Clarity & Codility teams to ensure definitions, data lineage, metadata and business logic are correct. • Support ingestion and enhancement of ADA datasets including defining business requirements, validating outputs and prioritising

improvements. • Produce high-quality artefacts including reporting packs, data dictionaries, frameworks, dashboards and leadership storylines. • Conduct analysis to ensure CIO and Domain metrics are aligned to Group Transformation strategy and Technology leadership priorities.

• Own the business-side definition, validation and governance of Domain, CIO and engineering performance metrics.

• Make decisions on data quality escalation, reporting alignment, and prioritisation of improvements.

• Shape and maintain critical artefacts across performance frameworks (EDF, OKRs, WOW, Domain reporting).

• Lead the creation of executive-grade insights and narratives used in Technology leadership forums.

• Act as the voice of the business in platform transition and ADA ingestion.

Key Performance IndicatorsKey Interfaces

• Accuracy, consistency and clarity of Domain & CIO reporting. • Positive feedback from Domain partners and Tech LT on quality and usefulness of insights. • Improved alignment of metrics across engineering, delivery, domain and CIO layers. • High-quality executive storylines that influence decision-making. • Reliable, well-run rhythms of business across EDF, WOW and Tech governance forums. • Effective coordination across leadership forums

• Domain Orchestration & Sub-Domain Leads • Technology Leadership & Delivery Leads • Agile Coaches • Flow, Clarity, Codility, Service Now & Data Reporting teams

Role Purpose Statement- Consultant, Performance & Insights Position Title Reports To Job Grade

Consultant, Performance & Insights Head of OE Performance & Insights G3

Purpose Capabilities, Experience & Qualification Requirements

• Support end-to-end Domain and Tech Excellence reporting, ensuring accuracy, timeliness and alignment with Enterprise and Group Transformation expectations.

• Translate delivery, productivity, workforce and AI-adoption data into clear performance insights that support executive-ready value narratives and decision-making.

• Build and maintain CIO, Domain and value-stream metrics, contributing to a coherent view of speed, cost, throughput and outcomes across the investment slate.

• Apply Group Transformation strategy and enterprise delivery priorities in reporting and analysis to enable consistent decision-making across Technology and Domains.

• Contribute to the ongoing development of performance insights, supporting enhancements that improve value-stream visibility and delivery efficiency.

• Deliver high-quality insights and artefacts that support a reliable rhythm of business connecting strategy → investment → execution → outcomes.

• Partner with teams across Flow, Clarity, Codility, Service Now and other enterprise platforms to support data consistency, clear definitions and business-side quality assurance.

• Operate across Delivery Excellence, Domains and Technology, requiring strong analytical capability, technical understanding and effective stakeholder engagement in an AI-enabled delivery environment.

• Support the preparation and maintenance of performance artefacts used in Enterprise Delivery Forum (EDF) governance, OKRs, Ways of Working and Domain reporting.

• Ability to translate business needs (Domain/Tech metrics, governance) into technical deliverables; clear written and verbal communication to non-technical stakeholders.

• Advanced data interpretation: able to collate, filter, validate, and interpret multi-system datasets (Flow, SAP, Clarity, Codility, ADA, Power BI sources).

• Governance mindset: ensures accuracy, alignment, version control, documentation, and quality assurance.

• Executive communication: capable of distilling complex data into simple, compelling storylines.

• Highly proactive stakeholder engagement across senior technology leaders, Delivery Excellence and Domains.

• Strong coordination and orchestration skills across multiple forums and leadership cadences.

• Familiarity with SDLC and performance/engineering metrics (e.g., DORA, flow, predictability).

Other capabilities • Cursor • Power BI • SQL & Advanced Excel • Understanding of systems - Flow, Clarity, Codility, Rally & Service Now

Experience • Demonstrated experience partnering with senior

stakeholders and influencing decision-making through data.

• Experience working in large-scale technology environments, ideally with engineering performance metrics.

• Experience as a Business Analyst or Insights Analyst with strong documentation and requirements capability.

• Demonstrated experience creating high-quality artefacts (dashboards, frameworks, governance packs, reporting definitions)

Qualification requirements • Tertiary qualified with a Degree in Business, Economics, Science, or an Equivalent Profession qualifications

Key Accountabilities / Decisions Key Responsibilities

• Support the definition, validation and maintenance of Domain, CIO and engineering performance metrics.

• Identify data quality issues and escalate through established governance. • Produce analysis, reporting and artefacts that support EDF, WOW, OKRs and

leadership forums. • Contribute to executive insights and packs by developing analysis, charts and

narrative inputs. • Support Flow platform transition and ADA ingestion through requirements, validation

and testing.

• Deliver high-quality, accurate and timely performance insights across CIO, Domain and Delivery Excellence views, in line with established frameworks.

• Support rhythm-of-business processes for EDF, OKRs, WOW, monthly reporting and Technology governance forums through preparation of analysis and reporting inputs.

• Support ADA ingestion and enhancement activities, including documenting business requirements, validating outputs and assisting with prioritisation.

• Produce high-quality artefacts such as reporting packs, dashboards, data dictionaries and analytical summaries, aligned to agreed standards.

• Conduct analysis to support alignment of CIO and Domain metrics to Group Transformation strategy and Technology leadership priorities.

Key Interfaces Key Performance Indicators

• Domain Orchestration & Sub-Domain Leads • Technology Leadership & Delivery Leads • Agile Coaches • Flow, Clarity, Codility, Service Now & Data Reporting teams

• Accuracy, consistency and clarity of Domain and CIO reporting outputs. • Positive feedback from Domain partners and Technology stakeholders on the quality, reliability and usefulness of insights provided. • Timely delivery of analysis and artefacts supporting EDF, WOW and Technology governance forums. • Contribution to improved alignment of metrics across engineering, delivery, Domain and CIO views. • Quality and clarity of written insights and visualisations used in leadership reporting. • Effective participation and coordination across recurring reporting and governance cadences.

200428 Role Purpose Statements_v12MEL1

SENIOR ASSOCIATE, C&IB CLIENT MANAGEMENT & EXECUTION (CME) ROLE PURPOSE STATEMENT

Position Reports to

Senior Associate, CME, FSA Real Estate Director – CME, FSA Real Estate

Division Group #

Corporate & Institutional 3

Purpose Capabilities, Experience & Qualification Requirements

• This role will work closely with Corporate & Institutional Banking (C&IB) Client Coverage bankers, CME, Markets and Products teams, as well as Legal, Treasury, Credit Risk and operations with the aim of driving business growth and efficiently delivering an excellent experience for customers.

• The position offers the successful candidate an opportunity to develop their credit risk and financial analysis skills, client relationship management skills, and to play a key role in driving superior client outcomes and delivering world class client relationships.

Essential capabilities • Sound knowledge of the Bank’s systems, procedures, products and services • Strong customer & compliance focus and attention to detail • Understanding of risk management and financial analysis (and ability to read,

analyse and interpret financial statements); • Strong written skills and ability to write credit submissions, annual reviews

clearly and succinctly; • Strong excel modelling skills and an ability to prepare cashflow forecasts for

the purposes of analysing financial risk; • Strong documentation skills and an ability to read documents and ensure they

reflect approved loan structures. Document negotiation skills would also be viewed as a strong positive.

• Responsible for behaving in accordance with NAB's Code of Conduct and demonstrating the Enterprise Behaviours

Experience • Prior experience in banking

including experience with credit and documentation processes;

• Strong Excel skills; • Experience working with and

contributing to a team environment.

• A background in Property would be useful.

Qualification Requirements • Tertiary qualified with a Degree in Business with a preference for majors in, finance, economics or accounting. Legal

backgrounds with a strong ability to understand numbers is also useful

Key Decisions Key Accountabilities

• Although no Delegated Credit Authority, the Senior Associate is required to make rationale decisions based upon commercial knowledge and experience whilst abiding by NAB’s policy requirements.

• Identify and make suggestion to required process changes and improvements to Management • Assign risk rating for C&IB clients and provide recommendations for approval. • Negotiation of simple facility documentation.

• Responsible for managing the ongoing monitoring of the risk profile and compliance requirements of a client portfolio, ensuring portfolio hygiene is of a good standard;

• Undertaking financial and credit risk analysis for the preparation of new credit submissions and annual reviews of existing transactions;

• Workflow management between Client Coverage, CME, Product Specialists, Credit and client support teams, including Lending Admin Services, to achieve a seamless client experience;

• Attend client meetings where appropriate to support business outcomes and conduct research to develop sector expertise and awareness of market trends; and

• Maintain an ongoing awareness of NAB’s credit policy, credit and market risk and internal risk appetite.

Key Interfaces Key Performance Indicators

• Frontline Bankers • Clients • CIB Lending Servicing • Product Partners • Risk / Management Assurance / CIB Legal • Projects / Transformation

• Proactively manage risk, meeting all policy and compliance requirements and adhering to process and procedures pertinent to role; and escalating events, issues or breaches as they are identified

• Build strong customer relationships and deliver customer-centric solutions • Ensure delivery against quality targets whilst minimising risk events • Deliver on continuous improvement initiatives