Relationship Manager Premier Banking at Commonwealth Bank

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

22 Mar, 26

Salary

0.0

Posted On

22 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Relationship Management, Financial Solutions, Sales, Team Player, Client Acquisition, Financial Planning, Investment, Risk Insurance, Complex Investment, Communication, Problem Solving, Market Awareness, Financial Health Checks, Proactivity, Networking

Industry

Financial Services

Description

About the Business Retail Banking Services (RBS) is the public face of CommBank, delivering a seamless banking experience for the future to more than 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. About Premier Banking Premier Banking provides Relationship Management to High Net Worth customers within the Customer Service Network (CSN). Our teams consist of Relationship Managers and Associates across Australia, reporting into all states. Premier Banking supports clients with sophisticated financial needs, typically with lending and investment balances of $1M or more. Alongside helping clients achieve financial growth, we provide superior service to help them better manage their day-to-day finances. Do work that matters In this role, you will manage these sophisticated relationships through regular contact and follow-up, quality financial health checks, and strong market awareness. You are someone who: Delivers exceptional customer service by demonstrating the Bank’s service standards. Builds positive relationships by identifying and anticipating financial needs through quality financial health checks. Looks for opportunities to provide innovative financial solutions, including lending and investment options. Is a proactive team player, driving client acquisition and referrals from existing portfolios such as the Branch Network and external partners. Offers tailored suggestions to meet the specific goals and growth aspirations of high net worth clients. Resolves client needs personally, maintaining an end-to-end service approach for the entire portfolio. Collaborates actively, referring customers to specialists for financial planning, investment, risk insurance, commercial business, and complex investment needs. Maintains regular contact with customers to strengthen relationships and identify portfolio growth opportunities. We’re interested in hearing from people who have: A minimum of 2 years’ experience in complex mortgage lending. Experience in a sales role with diversified product and service offerings. A passion for delivering outstanding customer experiences. Strong relationship-building skills and a commitment to client success. The ability to thrive in a fast-paced environment. Certificate IV accreditation in lending or similar (preferred). FSRA Tier 2 accreditation, including Deposit Products and General Insurance (preferred). Your development As a Relationship Manager at CommBank, your opportunities are endless. We’re investing in our people to provide clear career pathways, more development opportunities, and best-in-market training. We also support flexible and hybrid working arrangements to help you balance work and life. Please note: Our Talent Acquisition team will be taking a scheduled break over the festive period beginning 24 December. We will resume reviewing applications and responding to enquiries from 5 January. We appreciate your understanding and patience during this time and wish you a safe and enjoyable holiday season. 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: 30/01/2026 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

In this role, you will manage sophisticated relationships with high net worth clients through regular contact, quality financial health checks, and market awareness. You will also provide tailored financial solutions and collaborate with specialists to meet clients' complex needs.