Relationship Manager, Premier Banking - Bondi Junction

Commonwealth Bank

Sydney

On-site

AUD 120,000 - 180,000

Full time

2 days ago
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Job summary

Commonwealth Bank is seeking an experienced Premier Banking Relationship Manager to own a portfolio of high net worth customers. You will deliver a personalised banking experience by integrating lending, deposits and specialist advice across CommBank's wealth and financial services.

You will understand each client’s full financial picture, anticipate needs, and coordinate teams to provide seamless service while growing the relationship with trust and integrity.

Qualifications

  • Have experience managing a portfolio of customers in Premier or Private Banking, or come from a strong Home Lending background.
  • Manage complex home and investment lending with confidence and capability.
  • Work across a diverse range of products and needs, not lending alone.
  • Bring commercial instinct and the confidence to identify opportunities that deepen customer relationships.
  • Lead with a genuine customer mindset and a consistent record of high-quality, personalised service.
  • Hold Certificate IV in lending or equivalent, along with relevant deposit and general insurance accreditation (preferred).

Responsibilities

  • Build and deepen trusted, long-term relationships with Premier/Private Banking clients.
  • Manage lending, deposits and everyday banking within the customer portfolio.
  • Structure and support complex home and investment lending, maintaining ownership through the journey.
  • Conduct financial health checks using insights to identify opportunities.
  • Grow and retain deposits while guiding customers through their overall banking needs.
  • Proactively manage the portfolio with regular, meaningful contact and referrals to specialists.

Skills

Relationship management
Lending
Deposits
Portfolio management
Customer service

Education

Certificate IV in lending
Deposit and general insurance accreditation

Job description

  • Relationship manage a portfolio of high net worth customers as their dedicated, trusted point of contact.
  • Step into a role with real autonomy, a strong support team and market-leading technology, all backed by Australia's leading bank.
  • Support customers across their lending, deposits and everyday banking, delivering a truly personalised experience.

Do Work That Matters

Retail Banking Services (RBS) is the public face of CommBank, supporting millions of personal and small business customers across Australia. We combine the strength and scale of Australia's leading bank with market-leading products, technology and specialist expertise to help our customers achieve their financial goals.

Premier Banking supports customers with more sophisticated financial needs through a dedicated relationship management model. Our team works with high net worth customers across Australia, building a deep understanding of their goals and supporting them across their broader banking needs - from home and investment lending through to deposits, everyday banking and connections to specialist expertise across CommBank. It's a proposition built on knowing your customers, owning their experience, and helping them make the most of their financial position over time.

See yourself in our team

As an experienced Relationship Manager, you'll take ownership of a portfolio of high net worth customers and the trusted relationships that come with it. You'll understand each customer's complete financial picture, anticipate what they need before they ask, and bring together lending, deposit and specialist expertise from across CommBank to deliver a genuinely personalised experience.

  • Build and deepen trusted, long-term relationships by understanding each customer's financial position, priorities and goals.
  • Manage your customers across lending, deposits, everyday banking and their broader financial needs.
  • Structure and support complex home and investment lending, maintaining ownership throughout the customer journey.
  • Conduct quality financial health checks, using customer and portfolio insights to identify the right opportunities.
  • Grow and retain deposits while helping customers make informed decisions about their overall banking relationship.
  • Manage your portfolio proactively through meaningful, regular contact, rather than waiting for a need to arise.
  • Attract new customers to Premier through referrals, internal networks and external relationships.
  • Partner with Associates and specialists across business banking, investments, financial advice and protection to connect customers with the right expertise.

We're interested in hearing from people who:

We're looking for an experienced Premier banker, or a strong home lender ready to broaden into full relationship management. You bring real depth in lending and genuinely enjoy building long-term relationships with customers.

  • Have experience managing a portfolio of customers in Premier or Private Banking, or come from a strong Home Lending background.
  • Manage complex home and investment lending with confidence and capability.
  • Work comfortably across a diverse range of products and needs, not lending alone.
  • Bring commercial instinct and the confidence to identify opportunities that deepen customer relationships.
  • Lead with a genuine customer mindset and a consistent record of high-quality, personalised service.
  • Hold Certificate IV in lending or equivalent, along with relevant deposit and general insurance accreditation (preferred).

Working with us:

At CommBank, we're committed to creating an accessible, inclusive and respectful workplace. If you require support or adjustments, please let us know. We welcome applications from people of all backgrounds and we're particularly committed to making a positive difference for Aboriginal and/or Torres Strait Islander Peoples. For support please contact 1800 989 ***

If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We’re keen to support you with the next step in your career.

We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 ***.

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