Relationship Manager Premier Banking

4 weeks ago


Lindfield, New South Wales, Australia Commonwealth Bank Full time
About the Role

We are seeking a skilled Relationship Manager to join our Premier Banking team, providing exceptional service to our high net worth clients.

As a Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, understanding their financial needs and providing tailored solutions to meet their goals.

Key Responsibilities
  • Manage a portfolio of high net worth clients, providing regular contact and follow-up to ensure their financial needs are met.
  • Conduct quality financial health checks to identify opportunities for growth and provide innovative financial service solutions.
  • Proactively build positive relationships with clients, anticipating their financial needs and providing exceptional customer service.
  • Collaborate with internal teams to provide comprehensive financial solutions, including lending and investment options.
  • Identify and pursue opportunities to acquire new clients and grow existing relationships.
Requirements
  • Minimum 2 years' experience in mortgage/lending products services.
  • Experience in a sales role with diversified product and service offerings.
  • Strong customer service skills and ability to build strong relationships.
  • Ability to work in a fast-paced environment and meet sales targets.
  • Certificate IV accreditation in lending or similar (preferred).
  • FSRA Tier 2 accreditation, including Deposit Products and General Insurance (preferred).
About Us

Commonwealth Bank is a leading financial institution, committed to delivering exceptional service to our customers. We offer a dynamic and supportive work environment, with opportunities for career growth and development.

We are an equal opportunities employer and welcome applications from diverse candidates.



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