Premier Banking Relationship Manager

4 weeks ago


Perth, Western Australia Commonwealth Bank of Australia Full time
About the Role

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

Key Responsibilities
  • Manage high net worth relationships and provide exceptional customer service to clients
  • Identify and anticipate client needs through regular contact and follow-up
  • Provide quality financial health checks and strong market awareness
  • Proactively build positive relationships with clients and identify opportunities to provide innovative financial service solutions
  • Collaborate with internal stakeholders to provide comprehensive financial solutions to clients
  • Develop and maintain a deep understanding of client needs and preferences
  • Stay up-to-date with market trends and regulatory changes
Requirements
  • Minimum 2 years' experience in a sales role with diversified product and service offerings
  • Experience in mortgage/lending products services
  • 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

Commonwealth Bank of Australia is a leading financial institution that provides a wide range of financial products and services to individuals, businesses, and governments. We are committed to delivering exceptional customer service and building long-term relationships with our clients.



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