Associate Private Banker

CBA New Digital Businesses Pty

**
High net worth client service
Loan application fulfillment
Money market transactions
** The position of Associate Private Banker at Commonwealth Private involves supporting Private Bankers by managing loan applications, ensuring exceptional customer service, and maintaining client records. Ideal candidates should have a background in banking, strong communication skills, and a passion for delivering excellent service to high-net-worth clients. **

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 application fulfillment and client record maintenance.
  • The role requires strong customer service skills, product knowledge, and the ability to build strong relationships with clients and stakeholders.

Matching Summary

Match Score: 75

** The position of Associate Private Banker at Commonwealth Private involves supporting Private Bankers by managing loan applications, ensuring exceptional customer service, and maintaining client records. Ideal candidates should have a background in banking, strong communication skills, and a passion for delivering excellent service to high-net-worth clients. **

Skills & Requirements

Must-have

  • High net worth client service
  • Loan application fulfillment
  • Money market transactions
  • Client record maintenance
  • Digital capability education

Nice-to-have

  • Passion for customer service
  • Relationship management experience
  • Proactive service review
  • Teamwork and collaboration

Key Requirements

  • Banking/lending environment experience
  • Consumer or Commercial product knowledge
  • CommSee system understanding
  • Tertiary qualifications in business (desirable)
  • FSRA Tier 2 Accreditation

Work Rights

Not specified

Tailored Resume

Cover Letter