Strategic Relationship Banking Specialist

2 weeks ago


Lindfield, New South Wales, Australia Commonwealth Bank Full time

About the Role

We are seeking an experienced Relationship Manager to join our Premier Banking team in Greater Sydney. This role is open to all applicants, but we are particularly interested in hearing from passionate customer service managers who have a minimum of 2 years experience in mortgage/lending products services and sales roles with diversified product offerings.

Key Responsibilities:

  • You will manage sophisticated relationships with High Net Worth clients through regular contact and follow-up, quality financial health checks, and strong market awareness.
  • An achiever of customer service excellence by demonstrating the Bank's customer service standards.
  • Proactively building positive relationships with customers by identifying and anticipating their financial needs.
  • A problem solver, resolving client needs personally, rather than utilising referral channels.
  • An active collaborator, referring customers to appropriate specialists for their financial planning and investment needs.
  • Proactively contacting customers on a regular basis to maintain effective relationships and continually assess portfolio growth opportunities.

Your Development:

As a Relationship Manager at CommBank, you'll have opportunities for consistent and clear career pathways, development opportunities, and best-in-market training.

Compensation Package:

The estimated annual salary for this role is around $120,000-$180,000, depending on your experience and qualifications. In addition to your base salary, you can also expect a range of benefits, including superannuation, paid time off, and access to our employee assistance program.

What We're Looking For:

We're looking for a motivated and results-driven individual who is passionate about delivering exceptional customer service and building long-term relationships with clients. If you have a Certificate IV accreditation in lending or similar (preferred), FSRA Tier 2 accreditation, and excellent communication skills, we'd love to hear from you.

Location: This role is based in Greater Sydney and is open to all applicants.



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