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
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.
Core duties include fulfilment of loan applications (consumer and commercial) for Private Bank, the coordination of all matters relating to the establishment and ongoing maintenance of client loan facilities, money market transactions such as completing rollovers for both borrowing and investment bills, and maintaining client records amongst other customer services duties and lending enablement support.
To be successful you will be passionate about customer service, ensuring a superior overall level of service is delivered to your valued clients.
Matching 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.
Skills & Requirements
Must-have
Fulfilment of loan applications
Money market transactions
Maintaining client records
Credit application fulfilment
Data integrity control
Nice-to-have
Passion for customer service
Pro-active review of service
Educate clients on digital capabilities
Key Requirements
Demonstrated customer service experience in banking/lending