- Location
- Chatswood, NSW - 443 Victoria Avenue, Australia
- Type
- Full-time
- Department
- Finance
- Seniority
- Manager
- Closing date
- Today
- Source
- Workday
Description
- Manage a high‑value Premier client portfolio and make a meaningful impact on their financial success
- Build deep, trusted relationships with sophisticated clients who value expert guidance
- Grow your career with industry‑leading training, clear pathways, and a team that champions your development
About the Business
Customer Service Lending (CSL) is the public face of CommBank, delivering a seamless banking experience for the future to more than 10 million personal and small business customers. We offer market-leading products and services, supported by some of the world’s best systems and processes.
About Premier Banking
Premier Banking provides Relationship Management to High-Net-Worth customers within the Customer Service Network. Our teams consist of Relationship Managers and Associates across Australia, reporting into all states.
Premier Banking supports clients with sophisticated financial needs, typically with lending and investment balances of $1M or more. Alongside helping clients achieve financial growth, we provide superior service to help them better manage their day-to-day finances.
Do work that matters
In this role, you will manage these sophisticated relationships through regular contact and follow-up, quality financial health checks, and strong market awareness.
You are someone who:
- Delivers exceptional customer service by demonstrating the Bank’s service standards.
- Builds positive relationships by identifying and anticipating financial needs through quality financial health checks.
- Looks for opportunities to provide innovative financial solutions, including lending and investment options.
- Is a proactive team player, driving client acquisition and referrals from existing portfolios such as the Branch Network and external partners.
- Offers tailored suggestions to meet the specific goals and growth aspirations of high net worth clients.
- Resolves client needs personally, maintaining an end-to-end service approach for the entire portfolio.
- Collaborates actively, referring customers to specialists for financial planning, investment, risk insurance, commercial business, and complex investment needs.
- Maintains regular contact with customers to strengthen relationships and identify portfolio growth opportunities.
We’re interested in hearing from people who have:
- Demonstrable experience in complex mortgage lending.
- Experience in a sales role with diversified product and service offerings.
- A passion for delivering outstanding customer experiences.
- Strong relationship-building skills and a commitment to client success.
- The ability to thrive in a fast-paced environment.
- Certificate IV accreditation in lending or similar (preferred).
- FSRA Tier 2 accreditation, including Deposit Products and General Insurance (preferred).
Your development
As a Relationship Manager at CommBank, your opportunities are endless. We’re investing in our people to provide clear career pathways, more development opportunities, and best-in-market training. We also support flexible and hybrid working arrangements to help you balance work and life.
Ready to take ownership of a sophisticated client portfolio and elevate your career? Apply now and make your next move count.
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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