Associate Private Banker

Commonwealth Bank

Sydney, AU
On-site
Loan application fulfillment
Client loan facility management
Money market transaction processing
Commonwealth Private provides outstanding personal service and trusted advice to high net worth individuals

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 a strong understanding of banking/lending environments and excellent communication and organizational skills.

Matching Summary

Commonwealth Private provides outstanding personal service and trusted advice to high net worth individuals.

Skills & Requirements

Must-have

  • Loan application fulfillment
  • Client loan facility management
  • Money market transaction processing
  • Client record maintenance
  • Exceptional customer service delivery
  • Digital capability education

Nice-to-have

  • Passion for customer service
  • Proactive service review
  • Identifying customer needs

Key Requirements

  • Banking/lending environment experience
  • Consumer or Commercial product knowledge
  • Strong understanding of CommSee system
  • Excellent communication skills
  • Excellent planning and organization skills
  • Strong attention to detail
  • FSRA Tier 2 Accreditation

Work Rights

Not specified

Tailored Resume

Cover Letter