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Relationship Manager, Premier Banking - Bondi Junction

cba · Eastern Suburbs Area

New
Senior 🇬🇧 English
Certificate IV in Lending General insurance accreditation

Job description

About the role

CommBank's Premier Banking team manages portfolios of high net worth customers as their dedicated, trusted point of contact. This Relationship Manager role in Bondi Junction takes ownership of a portfolio of high net worth customers, anticipating their needs and bringing together lending, deposit and specialist expertise to deliver a personalised experience. The role suits an experienced Premier banker or a strong home lender ready to move into full relationship management.

Key responsibilities

  • Build and deepen long-term relationships by understanding each customer's financial position, priorities and goals.
  • Manage customers across lending, deposits, everyday banking and broader financial needs.
  • Structure and support complex home and investment lending, maintaining ownership throughout the customer journey.
  • Conduct quality financial health checks using customer and portfolio insights to identify opportunities.
  • Grow and retain deposits while helping customers make informed decisions about their banking relationship.
  • Manage the portfolio proactively through regular contact, and attract new customers through referrals, internal networks and external relationships.
  • Partner with Associates and specialists across business banking, investments, financial advice and protection to connect customers with the right expertise.

Required profile

  • Experience managing a portfolio of customers in Premier or Private Banking, or a strong Home Lending background.
  • Ability to manage complex home and investment lending confidently.
  • Comfort working across a diverse range of products and needs, not just lending.
  • Commercial instinct to identify opportunities that deepen customer relationships.
  • Customer-focused leadership with a consistent record of high-quality, personalised service.

Required skills

  • Certificate IV in lending or equivalent.
  • Relevant deposit and general insurance accreditation (preferred).

Questions fréquentes

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Source : ats:workday

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Published 21 hours ago

Expires 1 month from now

2 views · 0 interested

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cba

Eastern Suburbs Area