Financial Services Relationship Manager
2 weeks ago
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:
- Demonstrate exceptional customer service skills, adhering to our bank's standards.
- Proactively build positive relationships with customers through regular contact, quality financial health checks, and strong market awareness.
- Identify and meet customer financial needs, including lending and investment options.
- Collaborate with internal teams to deliver end-to-end service provision and portfolio growth opportunities.
- 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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