Job details

Senior Relationship Manager Premier Banking

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About the Business:

Retail Banking Services (RBS) is the public face of CommBank. We offer market-leading products and services, supported by some of the world’s best systems and processes.

We have teams which consist of Relationship Managers and Mobile Lenders throughout Australia, reporting into all states.

Premier Banking clients come to us with intent to borrow now or in the future. We assist our clients to achieve financial growth, provide service to help them better manage their daily finances.

Do work that matters:

As the relationship manager, you will be the single point of contact for a portfolio of high value 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 manage these sophisticated relationships, through regular contact and follow-up, quality financial health checks and strong market awareness.

Your primary responsibilities will include:

Achieving 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.
Providing customers with innovative financial service solutions including lending and investment options to meet their needs.
Pro-actively driving and growing client acquisition and referrals from existing portfolios such as the Branch Network and other business partners (external referral sources), Branch Visitation program.
Offering suggestions to meet the specific goals and growth of our high net worth clients.
Where possible resolve client needs personally, rather than utilising referral channels, maintaining a sense of end to end service provision to entire portfolio.
As required refer customers to appropriate specialists for their financial planning, investment, risk insurance, commercial business and more complex investment needs.
Proactively contact customers on a regular basis to maintain effective relationships and continually assess portfolio growth opportunities.

We’re interested in hearing from people who have:

3 years minimum experience in, and sound knowledge of mortgage/lending products services.

Experience in a sales role with diversified product/service offerings.

Prior Relationship/ Account management experience

The capacity to flourish in a fast-paced, commercial environment.

Passionate and driven customer service professionals

Certificate IV accreditation in mortgage/lending or similar (preferred).

FSRA Tier 2 accreditation, including Deposit Products and General Insurance (preferred).

Your Development:

If you live the values and demonstrate our lending capabilities, we’ll help you find the next step that’s right for you and enable you to be your best to get there.

Location:

CBA supports Hybrid/ Flexible working.

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.

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Advertising End Date: 30/03/2025

Average salary estimate

$100000 / YEARLY (est.)

min

max

$80000K

$120000K

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What You Should Know About Senior Relationship Manager Premier Banking, CBA

Join CommBank as a Senior Relationship Manager in Premier Banking within the VIC Boroondara Area and play a pivotal role in shaping the financial success of our high-value clients! At CommBank, our Retail Banking Services (RBS) team is dedicated to providing best-in-class products and services, leveraging cutting-edge systems and processes to support our clients. In your role, you will be the go-to contact for a select portfolio, managing everything from everyday banking needs to complex investment strategies. You'll build and maintain strong relationships through regular contact and insightful financial health checks, ensuring that you’re always aware of your clients’ evolving needs. Your mission will involve offering tailored financial solutions that align with their goals, driving client acquisition, and efficiently handling referrals from existing networks. You'll also have the opportunity to collaborate with specialists for intricate financial planning and investment needs. If you have a passion for excellent customer service, a minimum of three years’ experience in mortgage and lending products, and a proactive approach to client management, we want to hear from you! Join us at CommBank, where we invest in your growth and career development while supporting hybrid and flexible working options.

Frequently Asked Questions (FAQs) for Senior Relationship Manager Premier Banking Role at CBA

What are the main responsibilities of a Senior Relationship Manager at CommBank?

As a Senior Relationship Manager in Premier Banking at CommBank, your key responsibilities include managing a portfolio of high-value clients, conducting financial health checks, and providing innovative lending and investment solutions. You'll also focus on building strong, long-lasting relationships with clients, actively driving client acquisition, and maintaining regular contact to identify growth opportunities.