Relationship Manager Premier Banking

2 weeks ago

Eastern Suburbs, Australia CommBank Full time

About the Business

As a leading financial institution, CommBank delivers a seamless banking experience for millions of customers. Our Retail Banking Services division offers market-leading products and services, supported by cutting-edge systems and processes.

We are:

Premier Banking provides Relationship Management to high net worth clients within our Customer Service Network. Our teams consist of Relationship Managers and Associates throughout Australia, reporting to various states.

Our Focus

We support clients with complex financial needs, typically with lending and investment balances of $1M or more. Our goal is to assist clients in achieving financial growth while providing superior service to help them manage their daily finances.

Your Role

You will manage these complex relationships through regular contact and follow-up, quality financial health checks, and strong market awareness.

Key Responsibilities

  • Deliver customer service excellence by demonstrating our customer service standards.
  • Proactively build positive relationships with clients by identifying and anticipating their financial needs through quality financial health checks.
  • Look for opportunities to provide clients with innovative financial service solutions, including lending and investment options to meet their needs.
  • Act as a proactive team player, driving and growing client acquisition and referrals from existing portfolios, such as the Branch Network and other business partners.
  • Offer suggestions to meet the specific goals and growth of our high net worth clients.
  • Solve client needs personally, rather than utilizing referral channels, maintaining a sense of end-to-end service provision to an entire portfolio.
  • Collaborate with clients to refer them to appropriate specialists for their financial planning, investment, risk insurance, commercial business, and more complex investment needs.
  • Proactively contact clients on a regular basis to maintain effective relationships and continually assess portfolio growth opportunities.

Requirements

  • A minimum 2 years of experience in complex mortgage lending.
  • Experience in a sales role with diversified product and service offerings.
  • Passionate customer service managers.
  • Committed relationship-oriented individuals.
  • The capacity to flourish in a fast-paced environment.
  • Certificate IV accreditation in lending or similar (preferred).
  • FSRA Tier 2 accreditation, including Deposit Products and General Insurance (preferred).

Your Development

As a Relationship Manager at CommBank, your opportunities are endless. We invest in our people to provide consistent and clear career pathways, deliver more development opportunities, and provide best-in-market training.

We support flexible/hybrid working environments.

We're keen to support you with the next step in your career.

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