Private Bank Analyst at Commonwealth Bank

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

01 Jul, 26

Salary

0.0

Posted On

02 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Consumer Credit Lending, Credit Analysis, Financial Analysis, MS Excel, Client Communication, Risk Assessment, Credit Management, Documentation, Problem Solving, Detail Orientation

Industry

Financial Services

Description

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 your role As a Private Bank Credit Analyst, you will be supporting our Private Bankers to provide exceptional service to their high-net-worth clients through value-add solutions. Your core duties will involve undertaking financial analysis relating to consumer credit as well as assessing the risks/opportunities for new and existing lending submissions. In addition, the assessment of the risks associated with increases in existing client’s consumer credit. Your responsibilities Write, negotiate, and manage consumer credit applications for new and existing clients. Complete quality consumer credit submissions to ensure the timely delivery of decisions, documentation and funding to the client and the accuracy of information. Apply analytical skills to business problems and effectively communicate outcomes and recommendations. Deliver exceptional customer service, client communication and engagement to support credit submission requests. Undertake detailed analysis of client and industry specific information focusing on the key financial drivers of each client to effectively meet their needs. Prepare concise and well-reasoned credit correspondence. Focus on quality, credit management and the minimising of credit and operational losses. Audit and review team files to meet credit assurance standards. Investigate credit policy framework and changes to support credit submission applications. To be successful as a Private Bank Analyst you will have: Ideally consumer credit lending experience (Either customer facing/sales or credit/analyst environment) Credit analysis training and demonstrated experience with the ability to support deal structuring. Well-developed MS Excel skills and experience in performing financial analysis/modelling. Tertiary qualifications in a business-related discipline e.g. Banking, Commerce (desirable) If this sounds like you, please apply now! 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: 17/04/2026 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 a Private Bank Credit Analyst, you will support Private Bankers by managing consumer credit applications and conducting financial analysis. Your role will involve assessing risks and opportunities for lending submissions and ensuring quality and timely delivery of credit decisions.