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  • 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).
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