As a Relationship Manager at the Commonwealth Bank of Australia, you will be responsible for managing and growing a portfolio of clients by providing tailored financial solutions and exceptional customer service. You’ll act as a trusted adv...
$ 90,000–100,000 / YearlyFull TimeOn-site
Sydney, New South Wales, Australia
WORK PATTERNFull Time
EXPERIENCE1 Year
INDUSTRYBanking / Financial Services
How to apply
- CV
As a Relationship Manager at the Commonwealth Bank of Australia, you will be responsible for managing and growing a portfolio of clients by providing tailored financial solutions and exceptional customer service. You’ll act as a trusted advisor to business and individual clients, helping them achieve their financial goals while ensuring compliance with banking policies and standards.
Key Responsibilities:
- Develop and maintain long-term relationships with business and retail clients.
- Understand client needs and provide suitable banking, lending, and investment solutions.
- Identify cross-selling and upselling opportunities to drive portfolio growth.
- Prepare credit proposals, assess financial risks, and manage loan applications.
- Monitor client accounts and ensure high levels of customer satisfaction.
- Collaborate with internal teams such as lending, credit, and operations.
- Ensure compliance with all banking regulations and internal policies.
- Strong interpersonal and relationship-building skills.
- Excellent communication and negotiation abilities.
- Sound financial and credit analysis knowledge.
- Ability to manage multiple clients and priorities efficiently.
- High attention to detail and problem-solving mindset.
- Knowledge of business lending products and financial planning.
- Proficiency in CRM and banking software tools.
- Bachelor’s degree in Finance, Business Administration, Commerce, Economics, or a related field.
- Additional certifications in Banking, Financial Services, or Credit Management are an advantage.
- Prior experience (2–5 years) in relationship management, business banking, or financial advisory preferred.
- Competitive base salary with annual performance bonuses.
- Comprehensive health, dental, and life insurance.
- Employee banking discounts and financial products.
- Paid annual leave and volunteer leave days.
- Professional development and leadership training programs.
- Opportunities for career growth within Australia’s leading bank.
- Flexible working arrangements (hybrid/work-from-home options).
We're Australia’s leading provider of integrated financial services, including retail, premium, business, and institutional banking; superannuation; insurance; and share-broking products and services.
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