Associate Private Banker

Commonwealth Private

Australia
Not specified
Fulfilment of loan applications
Coordination of client loan facilities
Money market transactions
Commonwealth Private is seeking an Associate Private Banker to support Private Bankers with loan applications and client services for high net worth individuals in Australia. The ideal candidate should have a strong background in customer service within a banking environment, along with excellent communication skills and attention to detail

Job Summary

  • The Associate Private Banker supports Private Bankers through value-add solutions, focusing on loan application fulfillment, loan facility management, and money market transactions.
  • Key responsibilities include overseeing deal execution, managing portfolio workflow, onboarding new clients, processing maintenance transactions, and ensuring data integrity.
  • The role requires strong customer service skills, banking/lending experience, product knowledge, excellent communication, planning, and attention to detail.

Matching Summary

Match Score: 85

Commonwealth Private is seeking an Associate Private Banker to support Private Bankers with loan applications and client services for high net worth individuals in Australia. The ideal candidate should have a strong background in customer service within a banking environment, along with excellent communication skills and attention to detail.

Skills & Requirements

Must-have

  • Fulfilment of loan applications
  • Coordination of client loan facilities
  • Money market transactions
  • Maintaining client records
  • Customer service experience in banking/lending
  • Consumer or Commercial product knowledge

Nice-to-have

  • Passionate about customer service
  • Building strong relationships
  • Pro-active review of service
  • Educate clients on digital capabilities

Key Requirements

  • Demonstrated customer service 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

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