Commonwealth Private is seeking an Associate Private Banker to support Private Bankers by fulfilling loan applications and managing client records, ensuring exceptional customer service for high net worth individuals. The ideal candidate should have a background in banking or lending, strong communication skills, and a passion for customer service
Job Summary
The Associate Private Banker supports Private Bankers through value-add solutions, including the fulfilment of loan applications and coordination of client loan facilities.
The role requires strong customer service skills, knowledge of banking/lending environments, and excellent communication and organizational abilities.
Matching Summary
Match Score: 85
Commonwealth Private is seeking an Associate Private Banker to support Private Bankers by fulfilling loan applications and managing client records, ensuring exceptional customer service for high net worth individuals. The ideal candidate should have a background in banking or lending, strong communication skills, and a passion for customer service.
Skills & Requirements
Must-have
Fulfilment of loan applications
Money market transactions
Maintaining client records
Customer service experience
CommSee system knowledge
Nice-to-have
Passion for customer service
Pro-active review of service
Educate clients to use digital capabilities
Key Requirements
Demonstrated customer service experience in banking/lending