Associate Private Banker

Commonwealth Private

Australia
Not specified
Loan application fulfillment
Client loan facility management
Money market transactions
Commonwealth Private is seeking an Associate Private Banker to support Private Bankers by managing loan applications and client services for high net worth individuals. The ideal candidate should have a background in customer service within a banking environment, strong attention to detail, and excellent communication skills

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.
  • The Associate Private Banker is a member of the team of Analysts and Associates supporting Private Bankers through value add solutions.
  • 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.

Matching Summary

Match Score: 80

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

Skills & Requirements

Must-have

  • Loan application fulfillment
  • Client loan facility management
  • Money market transactions
  • Client record maintenance
  • Customer service duties
  • Lending enablement support

Nice-to-have

  • Superior research capabilities
  • Extensive resources of Commonwealth Bank Group
  • Innovative investment opportunities
  • Passionate about customer service
  • Proactive client needs identification

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
  • Tertiary qualifications in a business related discipline (desirable)
  • FSRA Tier 2 Accreditation

Work Rights

Not specified

Tailored Resume

Cover Letter