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 quick‐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