Associate Private Banker

Commonwealth Private

Not specified
Customer service in banking/lending
Consumer and commercial product knowledge
Commsee system understanding
Commonwealth Private is seeking an Associate Private Banker to support Private Bankers by managing loan applications, client maintenance, and customer service duties. The ideal candidate should have customer service experience in a banking environment and possess strong communication and organizational skills

Job Summary

  • Commonwealth Private provides outstanding personal service and trusted advice to high net worth individuals.
  • The Associate Private Banker supports Private Bankers through value-add solutions, including loan fulfilment and client record maintenance.
  • The role requires strong customer service, communication, planning, and attention to detail skills.

Matching Summary

Match Score: 75

Commonwealth Private is seeking an Associate Private Banker to support Private Bankers by managing loan applications, client maintenance, and customer service duties. The ideal candidate should have customer service experience in a banking environment and possess strong communication and organizational skills.

Skills & Requirements

Must-have

  • Customer service in banking/lending
  • Consumer and Commercial product knowledge
  • CommSee system understanding
  • Client loan facility management
  • Money market transactions

Nice-to-have

  • Relationship management experience
  • Pro-active service review
  • Educate clients on digital capabilities
  • Identify customer needs and opportunities

Key Requirements

  • Demonstrated customer service experience
  • Consumer or Commercial product knowledge
  • Strong understanding of CommSee system
  • Excellent communication skills
  • Excellent planning and organization skills
  • Strong attention to detail and accuracy
  • FSRA Tier 2 Accreditation

Work Rights

Not specified

Tailored Resume

Cover Letter