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 3 year's experience in mortgage lending.
- An existing network of partners for referral opportunities
- Experience in a sales role with diversified product and service offerings.
- A passion as a customer service manager
- Commitment to building long lasting relationships
- 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).
If this sounds like you apply with us today!
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.
Location: Hobart, Tasmania.
Whether you're passionate about customer service, driven by data, or called by creativity, a career here is for you.
Our people bring their diverse backgrounds and unique perspectives to build a respectful, inclusive and flexible workplace. One where we're driven by our values, and supported to share ideas, initiatives, and energy. One where making a positive impact for customers, communities and each other is part of our every day.
Here, you'll thrive. You'll be supported when faced with challenges, and empowered to tackle new opportunities. We really love working here, and we think you will too.
We're determined to make a real difference for Australia's first peoples. We encourage all interested applicants to apply. If you're already part of the Commonwealth Bank Group (including Bankwest), 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.