Relationship Executive Portfolio Management

2 weeks ago

Melbourne, Victoria, Australia Commonwealth Bank Full time

Relationship Executive - Portfolio Management

Your Business

Business Bank (BB) offer a wide range of services and solutions to our small to medium enterprise customers and our regional and agribusiness customers.

Your Team

Small Business Banking VIC/TAS is primarily responsible for the origination and retention of new to bank and existing clients. Clients are sourced from accredited intermediaries and Small Business Banking VIC/TAS facilitates and supports relationships nationally.

Your Responsibilities

In your role as a Relationship Executive – Portfolio Management in VIC/TAS, you will be responsible for:

  • Managing a portfolio of Small Business clients with a focus on growth and retention, delivering on CBA's purpose to Build a brighter future for all.

  • Proactively identifying opportunities to assist clients in meeting their day-to-day financial needs and medium-term goals, by gaining an in depth understanding of their business and financial position.

  • Actively pursuing the identification of opportunities to assist clients meet their day to day financial needs and medium-term goals by gaining an in depth understanding of client needs and providing them with solutions.

  • Engaging with clients in the course of facility documentation and onboarding, to ensure transaction delivery within the client's timeframe and financial needs.

  • Engaging and collaborating with specialists to deliver the most appropriate tailored financial solutions.

  • Maintaining a close relationship with Risk Management, promoting an in depth understanding of the client, industry and transaction specifics to maximise efficiency in the lending and relationship management process.

  • Building a network of local internal and external contacts to assist the origination of new business, new clients and the gathering of competitive intelligence.

Your Skills and Experience

  • Extensive experience in managing a client portfolio with proven business originations outcomes.

  • Demonstrated knowledge of bank products and financial services products and services

  • Experience in a sales or relationship management role in Business Banking or Corporate banking is desirable

  • Numerical / analytical ability and accuracy

  • Tertiary qualifications in commerce, business or related field are desirable

If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We're keen to support you with the next step in your career.

We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696.

Advertising End Date: 20/08/2025
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