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About the Role
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.
Responsibilities
- Manage sophisticated relationships through regular contact and follow-up, quality financial health checks, and strong market awareness.
- Deliver exceptional customer service by demonstrating the Bank’s service standards.
- Build positive relationships by identifying and anticipating financial needs through quality financial health checks.
- Look for opportunities to provide innovative financial solutions, including lending and investment options.
- Act as a proactive team player, driving client acquisition and referrals from existing portfolios such as the Branch Network and external partners.
- Offer tailored suggestions to meet the specific goals and growth aspirations of high net worth clients.
- Resolve client needs personally, maintaining an end-to-end service approach for the entire portfolio.
- Collaborate actively, referring customers to specialists for financial planning, investment, risk insurance, commercial business, and complex investment needs.
- Maintain regular contact with customers to strengthen relationships and identify portfolio growth opportunities.
Requirements
- 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.
Skills
- Relationship Management
- Financial Health Checks
- Sales
- Customer Service
- Lending
- Investment Options
- Teamwork
- Client Acquisition
- Referrals
- Financial Planning
- Risk Insurance
- Commercial Business
Location
- Australia
Work Type
- Hybrid
Experience Level
- Senior
Education Level
- Certificate IV accreditation in lending or similar (preferred)
- FSRA Tier 2 accreditation, including Deposit Products and General Insurance (preferred)
Benefits
- Industry-leading training
- Clear career pathways
- Development opportunities
- Flexible working arrangements
- Hybrid working arrangements
About the Company
- 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.
- 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.
Equal Opportunity
- We're keen to support you with the next step in your career.
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