Associate Private Banker at Commonwealth Bank

Adelaide, South Australia, Australia -

Full Time

Start Date

Immediate

Expiry Date

10 Mar, 26

Salary

0.0

Posted On

10 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Relationship Management, Banking, Lending, Communication, Stakeholder Management, Planning, Organization, Attention to Detail, Compliance, Data Integrity, Reporting, Digital Tools, Client Needs, Problem Solving, Transaction Coordination

Industry

Financial Services

Description

About Us At Commonwealth Private, we deliver exceptional personal service and trusted advice to high net worth individuals who intend to invest or borrow at least AU$2.5 million. Backed by the extensive resources of the Commonwealth Bank Group and superior research capabilities, we offer clients a comprehensive range of solutions, market-leading products, and innovative investment opportunities. Our team of Private Bankers and Investment Specialists provide expertise in banking, lending, strategic advice, investments, and insurance across Australia. Our vision: To be the private bank successful Australians recommend. About the Role As an Associate Private Banker, you’ll play a key role in supporting Private Bankers by delivering value-add solutions and exceptional service to our clients. You will manage lending fulfilment, coordinate client transactions, and ensure seamless execution of client needs while maintaining data integrity and compliance standards. Key Responsibilities Manage daily workflow and deliver exceptional customer service, contributing to positive NPS outcomes Onboard new clients and open accounts Process maintenance transactions and liaise with support teams to enable client requests (e.g., transfers, IMTs, TDs) Maintain data integrity and portfolio accuracy, including cleansing duplicate records Conduct title/company searches, order valuations, and verify income as required Support Private Bankers with reporting and compliance activities Proactively review service workflows and identify improvement opportunities Educate clients on digital tools such as NetBank and CommBiz to enhance their experience Identify client needs and refer opportunities to Private Bankers About You You are passionate about delivering superior customer service and building strong relationships. You bring: Experience in banking or lending, ideally in a relationship management or similar role Proven exposure to consumer and commercial products Excellent communication skills and stakeholder management capability Strong planning, organisation, and attention to detail Tertiary qualifications in a business-related discipline (desirable) FSRA Tier 2 Accreditation Ready to make an impact? Apply now and take the next step in your career with Commonwealth Private. 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 1800 989 696. Advertising End Date: 05/01/2026 Whether you’re passionate about customer service, driven by data, or called by creativity, a career with CommBank 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.

Responsibilities

As an Associate Private Banker, you will support Private Bankers by managing lending fulfillment and coordinating client transactions. You will ensure seamless execution of client needs while maintaining data integrity and compliance standards.