Relationship Manager - Premier Banking (Perth)

cba; Perth; Hybrid; AUD 120,000 - 180,000; Full time

Job summary

CommBank is seeking a Relationship Manager for Premier Banking to manage a high‑value client portfolio, delivering tailored lending and investment solutions while building trusted relationships. You will conduct regular financial health checks, stay ahead of market changes, and collaborate with partners across the bank to provide end‑to‑end service.

Hybrid working options support balance between client work and development.

Qualifications

• Experience in complex mortgage lending.
• Sales experience with diversified product and service offerings.
• A passion for delivering outstanding customer experiences.
• Strong relationship-building skills and a commitment to client success.
• Ability to thrive in a fast-paced environment.

Responsibilities

• Manage high-net-worth client relationships in Premier Banking through regular contact and follow-up.
• Conduct quality financial health checks and stay informed on market changes.
• Provide innovative lending and investment solutions and tailor recommendations to client goals.
• Drive client acquisition and referrals from existing portfolios and external partners.
• Coordinate with specialists for financial planning, investment, risk insurance, and complex needs.
• Maintain end-to-end service for the portfolio and strengthen ongoing client relationships.

Job description

Manage a high‑value Premier client portfolio and make a meaningful impact on their financial success

Build deep, trusted relationships with sophisticated clients who value expert guidance

Grow your career with industry‑leading training, clear pathways, and a team that champions your development

About the Business

Customer Service Lending (CSL) is the public face of CommBank, delivering a seamless banking experience for the future to more than 10 million personal and small business customers. We offer market‑leading products and services, supported by some of the world's best systems and processes.

About Premier Banking

Premier Banking provides Relationship Management to High‑Net‑Worth customers within the Customer Service Network. Our teams consist of Relationship Managers and Associates across Australia, reporting into all states.

Premier Banking supports clients with sophisticated financial needs, typically with lending and investment balances of $1M or more. Alongside helping clients achieve financial growth, we provide superior service to help them better manage their day‑to‑day finances.

Do work that matters

In this role, you will manage these sophisticated relationships through regular contact and follow‑up, quality financial health checks, and strong market awareness.

You are someone who:

• Delivers exceptional customer service by demonstrating the Bank's service standards.
• Builds positive relationships by identifying and anticipating financial needs through quality financial health checks.
• Looks for opportunities to provide innovative financial solutions, including lending and investment options.
• Is a proactive team player, driving client acquisition and referrals from existing portfolios such as the Branch Network and external partners.
• Offers tailored suggestions to meet the specific goals and growth aspirations of high net worth clients.
• Resolves client needs personally, maintaining an end‑to‑end service approach for the entire portfolio.
• Collaborates actively, referring customers to specialists for financial planning, investment, risk insurance, commercial business, and complex investment needs.
• Maintains regular contact with customers to strengthen relationships and identify portfolio growth opportunities.

We're interested in hearing from people who have:

• Demonstrable experience in complex mortgage lending.
• Experience in a sales role with diversified product and service offerings.
• A passion for delivering outstanding customer experiences.
• Strong relationship‑building skills and a commitment to client success.
• The ability to thrive in a fast‑paced environment.
• Certificate IV accreditation in lending or similar (preferred).
• FSRA Tier 2 accreditation, including Deposit Products and General Insurance (preferred).

Your development

As a Relationship Manager at CommBank, your opportunities are endless. We're investing in our people to provide clear career pathways, more development opportunities, and best‑in‑market training. We also support flexible and hybrid working arrangements to help you balance work and life.

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