Financial Services Relationship Manager

2 weeks ago


Wonthaggi, Victoria, Australia Commonwealth Bank Full time

About Us

We are Commonwealth Bank, a leading financial institution delivering exceptional banking experiences to our customers. Our Retail Banking Services division is at the forefront of innovation, offering market-leading products and services to millions of personal and small business customers.

We're Looking for:

A Relationship Manager to join our Premier Banking team, providing high-quality customer service to our high net worth clients. As a key member of our team, you will be responsible for managing these complex relationships, identifying and anticipating customer needs, and providing innovative financial solutions.

Your Key Responsibilities:

  1. Demonstrate exceptional customer service skills, adhering to our bank's standards.
  2. Proactively build positive relationships with customers through regular contact, quality financial health checks, and strong market awareness.
  3. Identify and meet customer financial needs, including lending and investment options.
  4. Collaborate with internal teams to deliver end-to-end service provision and portfolio growth opportunities.
  5. Proactively refer customers to specialists for complex financial planning and investment needs.

Requirements:

  • Minimum 2 years of experience in mortgage/lending products services.
  • Experience in sales roles with diversified product offerings.
  • Passionate customer service professionals.
  • Committed relationship-oriented individuals.
  • Ability to thrive 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 Career Opportunities:

As a Relationship Manager at Commonwealth Bank, you will have endless opportunities for growth and development. We are committed to investing in our people, providing consistent career pathways, and delivering best-in-market training.

Location: Geelong and surrounding suburbs, VIC

Commonwealth Bank supports hybrid/flexible working arrangements.


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