- An achiever of customer service excellence by demonstrating the Bank's customer service standards
- Proactively building positive relationships with customers by identifying and anticipating their financial needs through the completion of a quality financial health check.
- Looking for opportunities to provide customers with innovative financial service solutions including lending and investment options to meet their needs.
- A pro-active team player, driving and growing client acquisition and referrals from existing portfolios such as the Branch Network and other business partners (external referral sources).
- Always offering suggestions to meet the specific goals and growth of our high net worth clients.
- A problem solver, resolving client needs personally, rather than utilising referral channels, maintaining a sense of end to end service provision to an entire portfolio.
- An active collaborator, referring customers to appropriate specialists for their financial planning, investment, risk insurance, commercial business and more complex investment needs.
- Proactively contacting customers on a regular basis to maintain effective relationships and continually assess portfolio growth opportunities.
- A minimum 2 year's experience in and knowledge of mortgage/lending products services.
- Experience in a sales role with diversified product and service offerings.
- Passionate customer service managers
- Committed relationship oriented individuals
- The capacity to flourish in a fast-paced environment.
- Certificate IV accreditation in lending or similar (preferred).
- FSRA Tier 2 accreditation, including Deposit Products and General Insurance (preferred).
Relationship Manager Premier Banking - Melbourne, Australia - CommBank
Description
About the Business
Retail Banking Services (RBS) is the public face of CommBank, delivering a seamless banking experience for the future, to our 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.
We are:
Premier Banking provides Relationship Management to the High Net Worth customers within the Customer Service Network (CSN). We have teams which consist of Relationship Managers and Associates throughout Australia, reporting into all states.
Premier Banking supports clients with sophisticated financial needs, typically with lending and investment balances of $1M or more. As well as assisting our clients to achieve financial growth, we provide superior service to help them better manage their daily finances.
Do work that matters
You will manage these sophisticated relationships, through regular contact and follow-up, quality financial health checks and strong market awareness.
You are:
We're interested in hearing from people who have:
Your development:
As a Relationship Manager at CommBank, your opportunities are endless. We're investing in in our people to provide consistent and clear career pathways, deliver more development opportunities and provide best in market training.
CBA supports flexible/ hybrid working environment.
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.
We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on
Advertising End Date: 22/04/2024