Financial Services Relationship Manager

2 weeks ago


Sydney, New South Wales, Australia Bendigo and Adelaide Bank Full time

About Bendigo and Adelaide Bank


We're a bank that's big enough to offer opportunities, but not so big that we lose our community feel.


You'll be part of a team that's passionate about supporting customers, giving back, and making our communities better places.


About the Role


As a Customer Relationship Officer, you'll provide a seamless banking experience by meeting customer needs across transaction activities, exploring their circumstances, and providing financial solutions relevant to their lifestyle.


You'll demonstrate ownership by building strong relationships with customers and the wider community, actively engaging them to explore the best products and services for their needs.


This position is a great career opportunity to develop your skills in consumer lending and further grow within the bank.


About You


We're looking for someone keen to learn and progress in their career. A successful Customer Relationship Officer will bring:



  • Demonstrated ability to achieve sales results through solutions that meet customer needs.
  • Effective communication skills to engage with new and existing customers face-to-face and over the phone.
  • The ability to quickly learn new systems and processes.
  • A high level of banking product knowledge, including transactions accounts, insurance, term deposits, and credit cards.
  • Experience in consumer lending and the banking industry is a plus, but not essential.

Salary Information


We offer a competitive salary ranging from $60,000 to $80,000 per annum, depending on your experience and qualifications. This role also offers a range of benefits, including professional development opportunities and a supportive work environment.


Location


This permanent, full-time position is located at Community Bank Berowra.



  • Sydney, New South Wales, Australia Zip Full time

    We are seeking a highly skilled Financial Services Relationship Manager to join our team in Circular Quay. As a key member of our Collections team, you will play a vital role in building relationships with customers, supporting them through the repayment process in what are often difficult circumstances.This important work requires empathy, strong...


  • Sydney, New South Wales, Australia Fisher Investments Full time

    Overview of the OpportunityWe are seeking a highly motivated and results-driven Financial Services Relationship Manager to join our team in Australia. As an Account Executive, you will play a critical role in engaging with high-net-worth individuals, determining their investment goals, and educating them on our services.The Account Executive position is a...


  • Sydney, New South Wales, Australia Oxygen Recruitment & HR Full time

    About the RoleWe are seeking an experienced Account Manager to join our team in Sydney. As a key member of our organization, you will be responsible for engaging new law firms and managing their onboarding, training, and ongoing success.Company OverviewOur company offers a unique finance solution to the Australian market, with exciting plans for...


  • Sydney, New South Wales, Australia Zip Co Full time

    About the RoleWe are seeking an experienced Financial Relationship Manager to join our team in Sydney.This is a unique opportunity to work in a fast-paced environment where you will be responsible for managing financial relationships with customers, negotiating repayment plans and providing exceptional customer service.About YouTo succeed in this role, you...


  • Sydney, New South Wales, Australia 11004 Citibank, N.A. Australia Full time

    The Financial Services Professional will play a key role in assisting clients in raising funds in the capital markets and providing strategic advisory services for mergers, acquisitions and other financial transactions. This position requires strong analytical and organizational skills to deliver exceptional client service and drive business growth.Key...


  • Sydney, New South Wales, Australia Commonwealth Bank of Australia Full time

    About Commonwealth PrivateWe are a leading private bank providing exceptional personal service and trusted advice to high net worth individuals. Our team strives to deliver outstanding solutions and market-leading products, catering to clients who invest or borrow at least AU$2.5 million.Backed by the resources of the Commonwealth Bank Group, we offer a...


  • Sydney, New South Wales, Australia 1588 State Street Services Australia Pty Limited Full time

    About the RoleWe are seeking a Senior Client Relationship Manager to join our team at 1588 State Street Services Australia Pty Limited. As a key member of our client services team, you will be responsible for managing client relationships and ensuring exceptional customer service.Key ResponsibilitiesAct as primary point of contact for a portfolio of...


  • Sydney, New South Wales, Australia 481 FIL Investment Management (Australia) Limited Full time

    About the OpportunityJob Type: PermanentEstimated Salary: AU$80,000 - AU$110,000 per annum (dependent on experience)We're seeking an experienced Financial Services Relationship Manager to join our Customer Excellence team in Sydney, Australia.About Your RoleYou will be a vital source of first-line support, working closely with the Associate Director and...


  • Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The RoleThe Finance department at Pepper is a vital component of our team, providing a range of services and expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.As a Financial Services Specialist, you will ensure accurate and timely accounting related to the Pepper Lending Systems. This role will also support...


  • Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    Company OverviewPepper Financial Services Group is a leading provider of financial solutions, offering a range of services and expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.About the RoleWe are seeking a highly skilled Trust Accountant to join our team, responsible for ensuring accurate and timely...


  • Sydney, New South Wales, Australia Zip Co Full time

    Job DescriptionZip Co is a digital financial services company that offers innovative, people-centred products. We are seeking an experienced Financial Relationship Manager to join our Collections team in Sydney.About the RoleYou will work with customers who are experiencing financial difficulties, negotiating repayment plans and providing support through the...


  • Sydney, New South Wales, Australia Liberty Financial Pty Ltd Full time

    About Liberty FinancialEstablished over 26 years ago, Liberty Financial has evolved into a progressive and people-centric FinTech company. We pride ourselves on providing an exciting, stable, and rewarding work environment for the right people.The RoleWe are seeking a highly motivated and experienced High Touch Relationship Manager to help grow and manage...


  • Sydney, New South Wales, Australia Zip Co Full time

    About Zip Co Limited">Zip Co Limited is a digital financial services company offering innovative, people-centred products.We operate in two core markets - Australia and New Zealand (ANZ) and the US, providing access to point-of-sale credit and digital payment services, connecting millions of customers with our global network of tens of thousands of...


  • Sydney, New South Wales, Australia Avant mutua Full time

    Avant Mutual is Australia's leading medical defence organisation with a proud heritage of protecting Australian medical professionals for over 125 years.We represent 80,000 health practitioners and medical students across every state and territory, delivering market-leading products and services to meet their professional, personal and practice needs.We are...


  • Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The Finance department at Pepper Financial Services Group plays a crucial role in providing a range of services and expertise in delivering robust infrastructure, analytics, and solutions to a fast-paced environment.As a Trust Accountant, you will be responsible for ensuring accurate and timely accounting related to the Pepper Lending Systems. This role will...


  • Sydney, New South Wales, Australia Pepper Financial Services Group Full time

    The RoleAt Pepper Financial Services Group, we're seeking a skilled Trust Accountant to join our Finance department. As a key member of our team, you'll play a vital role in ensuring the accuracy and timeliness of accounting related to our Pepper Lending Systems.Key responsibilities include:Reconciling daily loans to bank transactions for various Warehouse &...


  • Sydney, New South Wales, Australia Insignia Financial Full time

    Job DescriptionWe are seeking a highly skilled Executive Director to lead our strategic planning and financial management efforts. As a key member of our leadership team, you will play a critical role in driving business growth and profitability.About the RoleThis is a permanent full-time position based in Sydney with hybrid working arrangements. The...


  • Sydney, New South Wales, Australia Myob Full time

    We are seeking a Professional Account Manager to join our sales team. As a key member of this team, you will be responsible for retaining and growing revenue within an existing customer portfolio.Your primary focus will be on managing an assigned workload of customers, qualifying, pursuing, and successfully closing opportunities. You will have full...


  • Sydney, New South Wales, Australia Insignia Financial Full time

    At Insignia Financial, we're committed to creating financial wellbeing for every Australian.We're seeking an experienced Senior Financial Governance Expert to join our team as the Head of Member Delivery. This is a permanent full-time role based in Sydney with hybrid working arrangements.This position will provide holistic insights and reporting to our...


  • Sydney, New South Wales, Australia Commonwealth Bank of Australia Full time

    Job Description:We are seeking a highly motivated and customer-centric Financial Services Expert to join our Business Home Lending team. As a key member of the team, you will be responsible for building strong relationships with clients, understanding their financial needs, and providing tailored solutions to meet their goals.About the Role:Build and...