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Home Lending Executive

2 months ago


Melbourne, Victoria, Australia Commonwealth Bank Full time
About the Role

We are seeking an experienced Home Lending Executive to join our team at Commonwealth Bank. As a key member of our retail banking team, you will be responsible for building and managing a portfolio of customers, providing expert advice and guidance to help them achieve their financial goals.

Key Responsibilities
  • Proactively build and manage a portfolio of customers, identifying and addressing their financial needs and providing tailored solutions.
  • Develop and maintain strong relationships with customers and business partners, providing exceptional customer service and building trust and loyalty.
  • Stay up-to-date with industry trends and regulatory requirements, using this knowledge to enhance and share with the team.
  • Develop and maintain internal and external referral sources, effectively asking for business and coaching others in how to do the same.
  • Showcase advanced application of the Group's risk framework to attract and retain customers.
  • Effectively question risk situations and encourage a speak-up culture.
Requirements
  • Track record of delivering excellent customer service through a proven ability to establish and maintain effective and rewarding relationships.
  • World-class customer pipeline management skills.
  • Prior proven experience within a lending/sales environment.
  • Knowledge of retail lending with the ability to identify and anticipate customers' financial needs.
  • Demonstrated understanding of Home Lending products and the current national home lending legislation.
  • Ability to coach and upskill peers.
  • Advanced business and market acumen.
About Us

At Commonwealth Bank, we are committed to helping our customers make the right financial decisions and achieve their dreams. We are a leading provider of financial services, with a strong focus on customer service and community involvement.