Associate Private Banker

5 days ago

Greater Adelaide SA, Australia Commonwealth Bank of Australia Full time

About Us

At Commonwealth Private , we deliver exceptional personal service and trusted advice to high net worth individuals who intend to invest or borrow at least AU$2.5 million. Backed by the extensive resources of the Commonwealth Bank Group and superior research capabilities, we offer clients a comprehensive range of solutions, market-leading products, and innovative investment opportunities.

Our team of Private Bankers and Investment Specialists provide expertise in banking, lending, strategic advice, investments, and insurance across Australia.

Our vision: To be the private bank successful Australians recommend.

About the Role

As an Associate Private Banker , you'll play a key role in supporting Private Bankers by delivering value-add solutions and exceptional service to our clients. You will manage lending fulfilment, coordinate client transactions, and ensure seamless execution of client needs while maintaining data integrity and compliance standards.

Key Responsibilities

  • Manage daily workflow and deliver exceptional customer service, contributing to positive NPS outcomes
  • Onboard new clients and open accounts
  • Process maintenance transactions and liaise with support teams to enable client requests (e.g., transfers, IMTs, TDs)
  • Maintain data integrity and portfolio accuracy, including cleansing duplicate records
  • Conduct title/company searches, order valuations, and verify income as required
  • Support Private Bankers with reporting and compliance activities
  • Proactively review service workflows and identify improvement opportunities
  • Educate clients on digital tools such as NetBank and CommBiz to enhance their experience
  • Identify client needs and refer opportunities to Private Bankers

About You

You are passionate about delivering superior customer service and building strong relationships. You bring:

  • Experience in banking or lending, ideally in a relationship management or similar role
  • Proven exposure to consumer and commercial products
  • Excellent communication skills and stakeholder management capability
  • Strong planning, organisation, and attention to detail
  • Tertiary qualifications in a business-related discipline (desirable)
  • FSRA Tier 2 Accreditation

Ready to make an impact? Apply now and take the next step in your career with Commonwealth Private.

If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We're keen to support you with the next step in your career.

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Advertising End Date: 05/01/2026

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