Not specified (likely office-based given the role).
Loan application fulfillment
Client loan facility management
Money market transactions
Commonwealth Private is seeking an Associate Private Banker to support Private Bankers through various customer service and administrative tasks, focusing on loan application fulfillment and client management. The ideal candidate should have a background in banking or lending, excellent communication skills, and a passion for customer service
Job Summary
Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth individuals.
The Associate Private Banker is a member of the team of Analysts and Associates supporting Private Bankers through value add solutions.
We are backed by superior research capabilities and the extensive resources of the Commonwealth Bank Group, so we can help our clients achieve the best possible outcome.
Matching Summary
Match Score: 75
Commonwealth Private is seeking an Associate Private Banker to support Private Bankers through various customer service and administrative tasks, focusing on loan application fulfillment and client management. The ideal candidate should have a background in banking or lending, excellent communication skills, and a passion for customer service.
Skills & Requirements
Must-have
Loan application fulfillment
Client loan facility management
Money market transactions
Client record maintenance
Credit application processing
Portfolio workflow management
New client onboarding
Data integrity control
Title/company searches
Nice-to-have
Passion for customer service
Proactive service review
Educate clients on digital capabilities
Identify customer needs and opportunities
Key Requirements
Demonstrated customer service experience in banking/lending