Relationship Executive at Commonwealth Bank | AU | Rezi

Relationship Executive at Commonwealth Bank

Relationship Executive

Commonwealth Bank · AU

Yesterday

Relationship Executive

Commonwealth Bank · AU

2 days ago
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About the Role

Manage and grow a portfolio of Education sector clients and private schools, focusing on maintaining momentum, deepening existing relationships, and identifying growth opportunities within a market-leading sector. Provide meaningful banking solutions to sophisticated School/Education clients, primarily Independent Private Schools, by leveraging relationship management, credit, and commercial banking expertise to help clients achieve strategic objectives and deliver exceptional customer outcomes.

Responsibilities

  • Manage and grow a portfolio of Education sector clients and private schools
  • Develop and execute strategic client plans to deepen relationships and grow share of wallet
  • Identify and pursue new-to-bank opportunities through referral partners, industry networks and business development activity
  • Structure and negotiate complex lending and banking solutions
  • Lead deal execution from origination through to settlement
  • Partner closely with Analysts, Account Managers, Product Specialists and Risk teams to deliver customer outcomes
  • Maintain strong risk discipline and portfolio management practices
  • Build a strong market profile through industry engagement, networking and community involvement
  • Deliver exceptional service by anticipating customer needs and providing proactive solutions

Requirements

  • Experience managing commercial, corporate or business banking relationships
  • Experience with lending exposures of $30 million+
  • Strong origination, structuring and negotiation capability across complex banking solutions
  • Proven track record of generating new business through referral networks, industry relationships and business development activity
  • Highly skilled in relationship management and stakeholder engagement
  • Strong financial analysis and credit assessment capability, including understanding key cash flow, industry and risk drivers
  • Ability to thrive in collaborative environments and enjoy partnering with specialists to deliver holistic customer solutions
  • Ability to confidently balance customer outcomes with sound risk management practices
  • Interest in the education sector and a desire to develop deep industry expertise

Skills

  • Relationship management
  • Credit expertise
  • Commercial banking expertise
  • Financial analysis
  • Credit assessment
  • Risk management
  • Stakeholder engagement
  • Lending
  • Negotiation
  • Business development

Location

  • Sydney CBD

Work Type

  • Full-time

Experience Level

  • Experienced Commercial or Corporate Banker

About the Company

  • Proud to support leading School/Education clients across Sydney to build successful futures.
  • Part of a collaborative and high-performing team.
  • CBA has built a market-leading position over several years in the School/Education sector.

Equal Opportunity

  • We're keen to support you with the next step in your career.
  • If you require additional support please contact HR Direct on 1800 989 696.