Senior Lending Specialist
4 days ago
We are a leading private bank dedicated to providing exceptional personal service and trusted advice to high net worth individuals. Our breadth of experience enables us to offer a comprehensive range of solutions, market-leading products, and innovative investment opportunities.
Backed by superior research capabilities and the extensive resources of the Commonwealth Bank Group, we help our clients achieve the best possible outcome. Our Private Bankers and Private Wealth Managers specialise in banking, lending strategic advice, investments, and insurance, located across Australia.
Our VisionWe strive to be the private bank successful Australians recommend.
About the OpportunityDue to ongoing success and growth, we are seeking self-motivated and professional private/business bankers to join an already high-performing team. As a Senior Lending Specialist in the VIC Ultra High Net Worth Team, you will have proven complex lending experience, expert knowledge of ultra-high net worth client needs, and an established network of clients and referrers.
Key Responsibilities:- Guide clients and business partners throughout their lending journey, with experiences and insights that develop authentic long-term relationships.
- Build new client relationships and identify new business development opportunities by advocating for CBA and CBA products, including lending, banking, and wealth.
- Develop your personal brand and network in the community to enhance your credibility.
- Determine suitable lending solutions with prospective homebuyers and submit lending applications.
- Grow your business by building and maintaining external referral sources and seeking external referrals from existing customers.
- Refer customers with more complex financial needs to specialists within the Group.
- Research the broader market, economic, and industry changes affecting customers and the Group.
- Share best practice, productivity ideas, and implement continuous improvement initiatives.
- Recent experience in a similar role from within Private Banking, Business/Commercial Banking or similar.
- Experience in residential and commercial lending, including complex lending structures and the ability to interpret complex financials.
- A demonstrated ability to develop new networks and maintain effective relationships with ultra-high net worth clients.
- Tertiary qualifications in Commerce, Business or related field (preferred).
- RG146 (preferred).
Estimated salary: AU$120,000 - AU$180,000 per annum, depending on experience.
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