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Relationship Manager Premier Banking

2 months ago

Eastern Suburbs, Australia CommBank Full time
About the Role

We are seeking a skilled Relationship Manager to join our Premier Banking team. As a Relationship Manager, you will be responsible for managing complex relationships with high net worth clients, providing them with sophisticated financial solutions and exceptional customer service.

Key Responsibilities
  • Manage relationships with high net worth clients, providing them with tailored financial solutions and exceptional customer service.
  • Conduct regular financial health checks to identify and anticipate clients' financial needs.
  • Proactively build positive relationships with clients, identifying opportunities to provide them with innovative financial solutions.
  • Collaborate with internal teams to provide clients with comprehensive financial planning and investment advice.
  • Develop and maintain strong relationships with clients, ensuring their financial needs are met and exceeded.
Requirements
  • Minimum 2 years' experience in complex mortgage lending.
  • Experience in a sales role with diversified product and service offerings.
  • Passionate customer service managers.
  • Committed relationship-oriented individuals.
  • Certificate IV accreditation in lending or similar (preferred).
  • FSRA Tier 2 accreditation, including Deposit Products and General Insurance (preferred).
About Us

CommBank is a leading financial institution, providing a wide range of financial products and services to individuals and businesses. We are committed to delivering exceptional customer service and providing our clients with tailored financial solutions.

We offer a dynamic and supportive work environment, with opportunities for career growth and development. If you are a motivated and customer-focused individual, we encourage you to apply for this exciting opportunity.