Relationship Executive Portfolio Management

6 days ago

Melbourne, Victoria, Australia Commonwealth Bank of Australia Full time $90,000 - $120,000 per year
Relationship Executive - Portfolio Management

Your Business

Business Bank (BB) offer a wide range of services and solutions to our small to medium enterprise customers and our regional and agribusiness customers.

Your Team

Small Business Banking VIC/TAS is primarily responsible for the origination and retention of new to bank and existing clients. Clients are sourced from accredited intermediaries and Small Business Banking VIC/TAS facilitates and supports relationships nationally.

Your Responsibilities

In your role as a Relationship Executive - Portfolio Management in VIC/TAS, you will be responsible for:
  • Managing a portfolio of Small Business clients with a focus on growth and retention, delivering on CBA's purpose to Build a brighter future for all.
  • Proactively identifying opportunities to assist clients in meeting their day-to-day financial needs and medium-term goals, by gaining an in depth understanding of their business and financial position.
  • Actively pursuing the identification of opportunities to assist clients meet their day to day financial needs and medium-term goals by gaining an in depth understanding of client needs and providing them with solutions.
  • Engaging with clients in the course of facility documentation and onboarding, to ensure transaction delivery within the client's timeframe and financial needs.
  • Engaging and collaborating with specialists to deliver the most appropriate tailored financial solutions.
  • Maintaining a close relationship with Risk Management, promoting an in depth understanding of the client, industry and transaction specifics to maximise efficiency in the lending and relationship management process.
  • Building a network of local internal and external contacts to assist the origination of new business, new clients and the gathering of competitive intelligence.
Your Skills and Experience
  • Extensive experience in managing a client portfolio with proven business originations outcomes.
  • Demonstrated knowledge of bank products and financial services products and services
  • Experience in a sales or relationship management role in Business Banking or Corporate banking is desirable
  • Numerical / analytical ability and accuracy
  • Tertiary qualifications in commerce, business or related field are desirable
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: 20/08/2025

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