Job 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:
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.
We’re interested in hearing from people who have:
A minimum 2 year’s experience in complex mortgage lending.
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).
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:
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.
We’re interested in hearing from people who have:
A minimum 2 year’s experience in complex mortgage lending.
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).
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager, Premier Banking (Melbourne CBD) position is now open for candidates interested in the Bank Jobs sector. This role in Melbourne offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
