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.

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.

Please refer the Job description for details