Relationship Officer Private Banking Services Sydney

5 hours ago

Sydney, Australia Bendigo & Adelaide Bank Full time

About the job

The Relationship Officer's key role is to provide credit and administrative support to the Relationship Executives and assist in developing relationships with new and existing customers by providing suitable financial solutions.

About Private Banking Services

Our business is built on strong customer relationships. We understand our customers business and can tailor solutions that meet their specific needs.

Our seasoned banking professionals are self-motivated and accountable, and we run our business to support our bankers as professionals.
Non segmentation means we cover the customers’ needs end-to-end. This applies from day one through the growth of the relationship.

We offer stability of relationship coverage with the average Private Banking Services team member employed for 10 years.

More specifically

**Reporting to the Head of NSW the position’s key tasks include**:
Assist Relationship Executives in generating loan approvals and deposits as specified in their budgets.
Undertake credit and financial analysis in relation to personal and commercial loan transactions - including property development.
Ensure that the quality of lending is maintained within Group guidelines.

Ensuring all loans are settled in a timely and accurate manner.
Opening of new accounts and assisting the branch with customer enquiries.
Processing of transactions as required.
Actively promote the Banks products and services in the market place.
Assist with managing daily overdrawn accounts.
Assist with managing irregular accounts.
Provide efficient and courteous service to customers for all enquires and maximise all relationship building opportunities.
Identifying and referring business opportunities to the franchise.
Carrying out a range of administrative duties within the office.
Educate other staff where possible.
Assist other team members as needed

**To be successful in this role you will have**:
Bank RO Experience
Proficient written and verbal communication and interpersonal skills are essential.
Demonstrates the ability to understand the dynamics of stakeholders and customers’ needs and provide solutions.
Strong customer service focus.
Ability to work effectively under pressure, be highly organized, be able to priorities daily tasks and work to constantly improve and benefit the organisation.
Proficiency in Optimist is highly desirable
Microsoft Excel is desirable
Ability to develop good working relationships with key stakeholders
Experience in the Account Opening, Documentation Preparation, KYC / AML, Loan Settlement process and Portfolio Management
Credit analysis skills, particularly in consumer and commercial lending
FSRA Accreditation T2 - Deposit Taking and Non Cash Payment Facilities and General Insurance.
A relevant tertiary qualification is an advantage but not essential

  • Relationship Officer, Private Banking Services

    2 days ago

    Sydney, Australia Bendigo & Adelaide Bank Full time

    **“It begins at Bendigo Bank”** We’ve never been ‘just a bank’. Just like you should never be ‘just an employee’. We’re united in our belief that in banking, better can be bigger, and together we’re making it happen. **It starts here. With Bendigo Bankand you.** **About the opportunity** The Relationship Officer's key role is to provide...

  • Private Bank Analyst

    1 week ago

    Sydney, Australia Commonwealth Bank of Australia Full time

    Private Bank Analyst - Sydney **About us** **Commonwealth Private** strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of...

  • Relationship Manager, Sydney Nsw

    5 hours ago

    Sydney, Australia ANZ Banking Group Full time

    **Job Title**: Relationship Manager, Sydney NSW - Suncorp Bank **Req ID**: 76213 **Department**: SB Commercial **Division**: Suncorp Bank **Location**: Sydney About Us About the Role At Suncorp Bank, we are committed to helping businesses thrive by providing innovative financial solutions and exceptional service. As a trusted financial partner, we are...

  • Private Banking Client Services Associate

    6 days ago

    Sydney, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- PermanentThis position works in support of one of our client’s small Ultra High Net Worth relationship management private banking teams. These Relationship Managers liaise with wealthy clients, to provide them a range of multi-asset-class products and offer a broad private banking service. **The ideal applicant for this role is...

  • Private Bank Analyst

    1 week ago

    Sydney, Australia Commonwealth Bank Full time

    **About us** **Commonwealth Private **strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading...

  • Banking Consultant, Sydney

    2 weeks ago

    Sydney, Australia ANZ Banking Group Full time

    **Req ID**: 103792 **Department**: AR Branch Network **Division**: Australia Retail **Location**: Sydney About Us Build a rewarding career in an innovative, fast paced and collaborative environment Are you someone who has the desire and ability to move up a career path to Lending? Join us! Use your passion and curiosity for people, and put them at the centre...

  • Private Banking Recruitment Associate

    6 days ago

    Sydney, Australia Anton Murray Consulting Full time

    Sydney- Ancillary Areas- PermanentWe are seeking an experienced recruitment consultant to join our team. Minimum 1 year of prior recruitment experience required ideally within banking. This is a unique opportunity to work for a leading financial services recruitment firm and join a highly respected Investment Banking, Funds Management and Wealth Management...

  • Personal Banker, Sydney Nsw

    1 week ago

    Sydney, Australia ANZ Banking Group Full time

    **Job Title**: Personal Banker, Sydney NSW - Suncorp Bank **Req ID**: 87047 **Department**: SB Specialty **Division**: Suncorp Bank **Location**: Sydney About Us About the Role As a Personal Banker, you are to provide outstanding levels of sales and service to our customers within our customer channel at Suncorp Bank. In this role, you will interact with...

  • Customer Service Representative Business Banking Sydney

    2 weeks ago

    Sydney, Australia Commonwealth Bank of Australia Full time

    Customer Service Representative Business Banking Sydney **Do work that matters** The Business Banking Contact Centre supports a range of business customer's financial needs to move their business from today into tomorrow. Our Business Banking team provide invaluable support to our frontline Relationship Managers as the first point of contact to our...

  • Private Advice Assistant

    1 week ago

    Sydney, Australia ANZ Banking Group Full time

    **Req ID**: 102869 **Department**: Private Advice **Division**: Australia Commercial **Location**: Sydney About Us At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers. About the Role As a Private Advice Assistant, you are to support the...