Relationship Officer – Private Banking Services
4 weeks ago
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. Supporting our customers’ consumer and commercial lending needs, you will predominantly work with complex commercial lending up to $50mil.
Reporting to the Head of NSW this is a role where you can grow with us and where you will have the opportunity to learn from and work closely with highly experienced teammates and leaders. Your key tasks will 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.
- Assist Relationship Executives by completing detailed and quality lending applications/submissions and undertaking annual reviews for existing clients.
- Account management and transaction processing
- Ensuring all loans are settled in a timely and accurate manner.
- Opening of new accounts and assisting the branch with customer enquiries.
- Provide efficient and courteous service to customers for all enquires and maximise all relationship building opportunities.
This is a full time, permanent position based in Sydney and with hybrid working arrangements of 50% in the office.
For more detail, please view the Position Description. PD - Relationship Officer (NSW) - Private Banking Services.docx
To be successful in this role you will have:
- Strong financial analysis and credit assessment skills, in both consumer and commercial lending
- Knowledge of banking regulations, policies, procedures, products and services
- Strong written and verbal communication skills
- Proficiency in Optimist is highly desirable
- Strong interpersonal & relationship building skills with customers, colleagues and stakeholders
- Experience in the Account Opening, Documentation Preparation, KYC / AML, Loan Settlement process and Portfolio Management
- A relevant tertiary qualification is an advantage
About Private Banking Services
Our business is built on strong customer relationships. We understand our customer’s 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 customer’s needs end-to-end. This applies from day one through the growth of the relationship.
We offer our customer stability of relationship coverage with the average Private Banking Services team member employed for 10 years: testament to our great team culture. And we offer our team a collaborative and supportive environment.
We believe a diverse workforce supported by an inclusive culture is central to our success and we actively encourage applications from those who bring diversity of thought to our business. We support candidate requests for adjustment to accommodate an illness, injury, or disability to equitably participate in the selection process.
Still in two minds?
Research suggests 60% of women and underrepresented groups might stop here, even after getting as far as drafting an application. We believe that diversity makes every team stronger, so even if you don’t tick every box we still want to see your application
Please note shortlisting and interviews may take place prior to the advertised close date, so don't delay: apply now
We don’t want you to be missed, so please note that directly emailed CV’s may not be picked up by the system and may risk being missed from the process.
We love the support recruitment agencies give businesses every day, however, we have got this. Our superstar recruiters will reach out to our fabulous panel if we need a helping hand.
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