Job Description
Manage a high‐value Premier client portfolio and make a meaningful impact on their financial success.
n Build deep, trusted relationships with sophisticated clients who value expert guidance.
n Deliver exceptional customer service by demonstrating the Bank's service standards.
n Search for opportunities to provide innovative financial solutions, including lending and investment options.
n Resolve client needs personally, maintaining an end‐to‐end service approach for the entire portfolio.
n Collaborate actively, referring customers to specialists for financial planning, investment, risk insurance, and complex investment needs.
n Maintain regular contact with customers to strengthen relationships and identify portfolio growth opportunities.
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Requirements
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Demonstrable experience in complex mortgage lending.
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Experience in a sales role with diversified product and service offerings.
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A passion for delivering outstanding customer experiences.
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Strong relationship‐building skills and a commitment to client success.
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The ability to thrive in a fast‐paced workplace.
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Certificate IV accreditation in lending or similar (preferred).
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FSRA Tier 2 accreditation,



including Deposit Products and General Insurance (preferred).
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Core Competencies
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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.
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Highest‐signal resume keywords
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Complex Mortgage Lending
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Sales Experience
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Relationship-Building Skills
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Customer Service Excellence
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FSRA Tier 2 Accreditation
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ATS Optimization Keywords
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Hard Skills
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Mortgage Lending
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Financial Solutions
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Investment Options
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Portfolio Management
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Sales Strategies
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Soft Skills
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Relationship Building
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Customer Experience Focus
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Collaboration
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Problem Solving
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Adaptability
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Certifications & Qualifications
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Certificate IV Accreditation in Lending
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FSRA Tier 2 Accreditation
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Industry Keywords
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Financial Services
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Investment
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Risk Insurance
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Customer Service Standards
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Client Success
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📌 Relationship Manager, Premier Banking (New South Wales)
🏢 Jobtailor
📍 New South Wales