Not specified (assumed to be hybrid or onsite based on banking sector norms).
Fulfilment of loan applications
Money market transactions
Maintaining client records
Clarendonhillsbank is seeking an Associate Private Banker to support Private Bankers by fulfilling loan applications, managing client records, and enhancing customer service for high net worth individuals. The ideal candidate should possess strong customer service skills, knowledge of banking products, and experience in a relationship management role
Job Summary
Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth individuals who have the intention to invest or borrow at least AU$2.5million.
The Associate Private Banker is a member of the team of Analysts and Associates supporting Private Bankers through value add solutions.
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Matching Summary
Match Score: 75
Clarendonhillsbank is seeking an Associate Private Banker to support Private Bankers by fulfilling loan applications, managing client records, and enhancing customer service for high net worth individuals. The ideal candidate should possess strong customer service skills, knowledge of banking products, and experience in a relationship management role.
Skills & Requirements
Must-have
Fulfilment of loan applications
Money market transactions
Maintaining client records
Credit application fulfilment
Portfolio workflow management
Data integrity control
Nice-to-have
Passionate about customer service
Pro-active review of service
Educate clients on digital capabilities
Key Requirements
Demonstrated customer service experience in banking/lending