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.
Deliver exceptional customer service by demonstrating the Bank’s service standards.
Search for opportunities to provide innovative financial solutions, including lending and investment options.
Resolve client needs personally, maintaining an end‑to‑end service approach for the entire portfolio.
Collaborate actively, referring customers to specialists for financial planning, investment, risk insurance, and complex investment needs.
Maintain regular contact with customers to strengthen relationships and identify portfolio growth opportunities.

Requirements

- 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 rapid‑paced environment.
- Certificate IV accreditation in lending or similar (preferred).




- FSRA Tier 2 accreditation, including Deposit Products and General Insurance (preferred).

Core Competencies

Demonstrates expertise in complex mortgage lending and a strong commitment to delivering exceptional customer experiences. Proven ability to build trusted relationships with clients and identify growth opportunities within a high‑value portfolio.

Highest‑signal resume keywords

- Complex Mortgage Lending
- Sales Experience
- Relationship-Building Skills
- Customer Service Excellence
- FSRA Tier 2 Accreditation

ATS Optimization Keywords

Hard Skills

- Mortgage Lending
- Financial Solutions
- Investment Options
- Portfolio Management
- Sales Strategies

Soft Skills

- Relationship Building
- Customer Experience Focus
- Collaboration
- Problem Solving
- Adaptability

Certifications & Qualifications

- Certificate IV Accreditation in Lending
- FSRA Tier 2 Accreditation

Industry Keywords

- Financial Services
- Investment
- Risk Insurance
- Customer Service Standards
- Client Success

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📌 Relationship Manager, Premier Banking (New South Wales)
🏢 Jobtailor
📍 New South Wales