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Relationship Manager, Premier Banking
Commonwealth BankManage high-value Premier client portfolios at CommBank, delivering exceptional service and financial solutions. Build trusted relationships while supporting clients' complex financial needs in Sydney.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in complex mortgage lending and a strong commitment to delivering exceptional customer experiences. Proven ability to build trusted relationships with clients and identify growth opportunities within a high-value portfolio.
Highest-signal resume keywords
Complex Mortgage LendingSales ExperienceRelationship-Building SkillsCustomer Service ExcellenceFSRA Tier 2 Accreditation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mortgage LendingFinancial SolutionsInvestment OptionsPortfolio ManagementSales Strategies
Soft Skills
Relationship BuildingCustomer Experience FocusCollaborationProblem SolvingAdaptability
Certifications & Qualifications
Certificate IV Accreditation in LendingFSRA Tier 2 Accreditation
Industry Keywords
Financial ServicesInvestmentRisk InsuranceCustomer Service StandardsClient Success
About the role
Key responsibilities & impact- Manage a high‑value Premier client portfolio and make a meaningful impact on their financial success.
- Build deep, trusted relationships with sophisticated clients who value expert guidance.
- Deliver exceptional customer service by demonstrating the Bank’s service standards.
- Search for opportunities to provide innovative financial solutions, including lending and investment options.
- Resolve client needs personally, maintaining an end-to-end service approach for the entire portfolio.
- Collaborate actively, referring customers to specialists for financial planning, investment, risk insurance, and complex investment needs.
- Maintain regular contact with customers to strengthen relationships and identify portfolio growth opportunities.
Requirements
What you’ll need- Demonstrable 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).
Benefits
Comp & perks- Best-in-market training
- Clear career pathways
- Flexible and hybrid working arrangements