High Net Worth Relationship Banker

3 weeks ago

Lindfield, New South Wales, Australia Commonwealth Bank Full time

About Our Business

We are Retail Banking Services (RBS), the public face of CommBank, delivering a seamless banking experience for millions of personal and small business customers.

We Offer:

Premier Banking provides high-end relationship management to High Net Worth clients within our Customer Service Network. We have teams across Australia, consisting of Relationship Managers and Associates, reporting into all states.

Our Support:

We cater to clients with sophisticated financial needs, typically with lending and investment balances of $1M or more. As well as assisting our clients to achieve financial growth, we provide superior service to help them better manage their daily finances.

Your Impact

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

You Are:

  • An achiever of customer service excellence by demonstrating our customer service standards
  • Proactively building positive relationships with customers by identifying and anticipating their financial needs through the completion of a quality financial health check
  • Looking for opportunities to provide customers with innovative financial service solutions including lending and investment options to meet their needs
  • A proactive team player, driving and growing client acquisition and referrals from existing portfolios such as the Branch Network and other business partners
  • Always offering suggestions to meet the specific goals and growth of our high net worth clients
  • A problem solver, resolving client needs personally, rather than utilising referral channels, maintaining a sense of end-to-end service provision to an entire portfolio
  • An active collaborator, referring customers to appropriate specialists for their financial planning, investment, risk insurance, commercial business, and more complex investment needs
  • Proactively contacting customers on a regular basis to maintain effective relationships and continually assess portfolio growth opportunities

We're Interested in Hearing from People Who Have:

  • A minimum 2 year's experience in and knowledge of mortgage/lending products services
  • 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, you'll have endless opportunities for growth and development. We invest in our people to provide consistent and clear career pathways, deliver more development opportunities, and provide best-in-market training.

Location: Open to all Greater Sydney applicants

We offer a competitive salary range of $80,000 - $120,000 per annum, depending on experience and performance.

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