Associate Private Banker

Commonwealth Bank

Melbourne, Victoria, Australia
On-site
Fulfillment of loan applications
Money market transactions
Client record maintenance
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

  • Fulfillment of loan applications
  • Money market transactions
  • Client record maintenance
  • Credit application fulfillment
  • Portfolio workflow management
  • Digital capabilities education

Nice-to-have

  • Passion for customer service
  • Pro-active service review
  • Identify customer needs

Key Requirements

  • Demonstrated customer service experience in banking/lending
  • Consumer or Commercial product knowledge
  • Strong understanding of CommSee system
  • Excellent communication skills
  • Excellent planning and organization skills
  • Strong attention to detail and accuracy
  • FSRA Tier 2 Accreditation

Work Rights

Not specified

Tailored Resume

Cover Letter