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Director Private Bank
2 months ago
We are seeking a self-motivated and professional Private Banker to join our high-performing team as a Director in the South Australian Client Acquisition Team.
Key Responsibilities:
- Guide clients and business partners throughout their lending journey, developing authentic long-term relationships.
- Build new client relationships and identify new business development opportunities by advocating for CBA and its products, including lending, banking, and wealth.
- Build your personal brand and network in the community to enhance your credibility.
- Determine suitable lending solutions with prospective homebuyers and submit lending applications.
- Grow your business by building and maintaining external referral sources and seeking referrals from existing customers.
- Refer customers with more complex financial needs to specialists within the Group.
- Research the broader market and economic and industry changes affecting customers and the Group.
- Share best practices, productivity ideas, and implement continuous improvement initiatives.
- Support the Private Banking team by inspiring, developing, and growing colleagues.
About You
To be successful in this role, you will have:
- Recent experience in a similar role within Private Banking, Premier Banking, Business/Commercial Banking, or similar.
- Experience in residential and commercial lending, including complex lending structures.
- A demonstrated ability to develop new networks and maintain effective relationships with high and ultra-high net worth clients.
- Tertiary qualifications in Commerce, Business, or a related field (desirable).
- RG146 (desirable).
