
Private Bank Analyst
Commonwealth Bank
full-time
Posted on:
Location Type: Remote
Location: Australia
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About the role
- Supporting Private Bankers to provide exceptional service to high-net-worth clients.
- Undertaking financial analysis relating to commercial credit as well as assessing the risks/opportunities for new and existing lending submissions.
- Writing, negotiating, and managing commercial credit applications for new and existing clients.
- Completing quality commercial credit submissions to ensure timely delivery of decisions, documentation, and funding to the client.
- Applying analytical skills to business problems and effectively communicating outcomes and recommendations.
- Delivering exceptional customer service, client communication, and engagement to support credit submission requests.
- Undertaking detailed analysis of client and industry-specific information focusing on key financial drivers.
- Preparing concise and well-reasoned credit correspondence.
- Focusing on quality, credit management, and minimizing credit and operational losses.
- Auditing and reviewing team files to meet credit assurance standards.
Requirements
- Ideally commercial 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)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial analysiscredit analysiscredit managementdeal structuringfinancial modellingcommercial credit applicationsrisk assessmentquality assurancedocumentation managementclient correspondence
Soft skills
analytical skillscommunicationcustomer serviceengagementnegotiationproblem-solvingattention to detailteam collaborationtime managementclient relationship management