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Relationship Manager Premier Banking

2 months ago

Eastern Suburbs, Australia CommBank 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 complex 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.
  • Develop and maintain a deep understanding of our clients' financial goals and objectives, providing tailored advice and guidance.
Requirements
  • Minimum 2 years' experience in complex mortgage lending or a related field.
  • Experience in a sales role with diversified product and service offerings.
  • Strong customer service skills and a passion for delivering exceptional service.
  • Ability to work in a fast-paced environment and thrive in a dynamic team.
  • Certificate IV accreditation in lending or similar (preferred).
  • FSRA Tier 2 accreditation, including Deposit Products and General Insurance (preferred).
About Us

CommBank 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, committed to diversity and inclusion. If you are a motivated and customer-focused individual, we encourage you to apply for this exciting opportunity.