Relationship Manager, Premier Banking
- CAN YOU confidently drive and grow a portfolio of highvalue clients?
- CAN YOU expertly manage complex and diverse lending, investment and wealth needs?
- CAN YOU build strong, lasting relationships with internal business referral partners?
About the business and team
Premier Banking provides dedicated relationship management to highvalue clients of the Commonwealth Bank. These clients come to us with deposit, lending and investment balances of $750k or more. As well as assisting our clients to achieve financial growth, we provide superior service to help them better manage their daily finances.
Our Norwest team is represented by a group of passionate and experienced financial professionals who are driven to achieve the best outcomes for their clients with a strong focus on productivity and timeliness. The team culture is collaborative, friendly and supportive.
About the position
As a Relationship Manager, you will be the single point of contact for a portfolio of highvalue clients. You will manage the unique and at times complex needs of your clients, from everyday banking through to investments, financial planning and wealth protection.
You will deftly manage these sophisticated relationships, through regular contact and follow-up, quality financial health checks and strong market awareness.
What will success look like?
- You act as a trusted advisor to your client portfolio through strong, positive relationship management
- You focus on customer retention and pursue cross-sell and other sales opportunities which benefit the client
- You proactively drive client acquisition and referrals from key business referral partners
- You offer innovative and comprehensive financial solutions and critical advice to meet the lending and investment needs of your clients
- You effectively manage your workflow and forward plan activities to ensure optimal productivity and client satisfaction
What will help you achieve success?
- Prior experience in and knowledge of mortgage/lending products services
- Fluency in a secondary Asian language such as Mandarin and/or Cantonese beneficial but not essential
- Experience in a sales role with diversified product/service offerings
- The capacity to flourish in a busy, commercial and competitive environment
- The ability to work unsupervised, with a strong sense of self-sufficiency and urgency
- Certificate IV accreditation in mortgage/lending or similar (preferred)
- FSRA Tier 2 accreditation, including Deposit Products and General Insurance (preferred)
This position will suit someone with professional credibility, integrity and relevant experience gained in a lending or similar environment. If you value yourself as someone with strong relationship management skills, a customer service ethic that aligns to our CAN culture and are proactive, solutions-orientated and a self-starter, then this is the place for you.
Please apply now, using the APPLY button below.
At CommBank we value and respect the unique contributions of all our people. Their diverse backgrounds, experiences and perspectives help us to provide exceptional customer service to an equally diverse community.
Advertised:
15 Nov 2013 Aus. Eastern Standard Time
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