Responsibilities:

An achiever of customer service excellence by demonstrating the Bank’s customer service standards
Proactively building positive relationships with customers by identifying and anticipating their financial needs through the completion of a quality financial health check.
Looking for opportunities to provide customers with innovative financial service solutions including lending and investment options to meet their needs.
A pro-active team player, driving and growing client acquisition and referrals from existing portfolios such as the Branch Network and other business partners (external referral sources).
Always offering suggestions to meet the specific goals and growth of our high net worth clients.
A problem solver, resolving client needs personally, rather than utilising referral channels, maintaining a sense of end to end service provision to an entire portfolio.
An active collaborator, referring customers to appropriate specialists for their financial planning, investment, risk insurance, commercial business and more complex investment needs.
Proactively contacting customers on a regular basis to maintain effective relationships and continually assess portfolio growth opportunities.

We’re interested in hearing from people who have:

A minimum 2 year’s experience in and knowledge of mortgage/lending products and services.
Proven experience in a sales role with diversified product and service offerings.
Passionate customer service managers
Committed relationship oriented individuals
The capacity to flourish in a fast-paced environment.
Certificate IV accreditation in lending or similar (preferred).
FSRA Tier 2 accreditation, including Deposit Products and General Insurance (preferred).

Premier Relationship Manager