About Company
The Commonwealth Bank of Australia (CommBank) is one of Australia’s leading multinational banks, providing a full range of integrated financial services including retail, business and institutional banking, funds management, superannuation, insurance, and investment products and services. With a rich history spanning over a century, CommBank is committed to delivering excellence in banking, supporting individuals, businesses, and communities to achieve their financial goals. While our primary operations are rooted in Australia, our commitment to financial innovation and customer-centricity drives our global perspective. We are a values-driven organization, fostering a culture of integrity, collaboration, and continuous improvement. Joining CommBank means being part of a team that empowers progress, builds lasting relationships, and contributes to a secure financial future, even as we explore new horizons and engage with diverse markets.
Job Description
Are you a seasoned financial professional with a passion for building lasting client relationships and a proven track record in financial services? Commonwealth Bank of Australia is seeking a dynamic and results-oriented Relationship Manager to join our growing team, focusing on the vibrant Chapel Hills and broader Douglasville market. In this pivotal role, you will be instrumental in nurturing and expanding our client base, providing tailored financial solutions, and ensuring an exceptional customer experience. This is an unparalleled opportunity to leverage your expertise in a supportive environment, contributing directly to our mission of helping clients succeed financially.
As a Relationship Manager, you will be the primary point of contact for a portfolio of high-value individual and business clients. Your day-to-day will involve proactive engagement, understanding their unique financial needs, and recommending a comprehensive suite of banking products and services, including lending, deposits, investments, and wealth management solutions. You will be responsible for developing and executing strategic client engagement plans, identifying cross-selling opportunities, and collaborating closely with internal specialists to deliver integrated financial advice. Success in this role hinges on your ability to combine strong analytical skills with outstanding interpersonal communication, translating complex financial concepts into clear, actionable advice for your clients. We are looking for an individual who is not only a financial expert but also a trusted advisor, committed to building deep, long-term partnerships based on mutual respect and understanding. If you thrive in a challenging yet rewarding environment and are driven by the success of your clients and your team, we encourage you to apply.
Key Responsibilities
- Develop and manage a portfolio of high-net-worth individual and small to medium-sized business clients, building deep and lasting relationships.
- Proactively identify client needs and provide tailored financial solutions, including lending, deposits, investments, and wealth management services.
- Achieve and exceed individual and team-based sales targets and key performance indicators (KPIs) related to portfolio growth and client satisfaction.
- Conduct regular client reviews to assess changing financial circumstances and recommend appropriate adjustments to their financial plans.
- Collaborate with internal specialists (e.g., Investment Advisors, Lending Specialists) to deliver comprehensive, integrated financial advice.
- Maintain a thorough understanding of market trends, economic conditions, and competitor offerings to provide informed advice.
- Ensure all activities comply with regulatory requirements, internal policies, and ethical standards.
- Prepare and present financial reports and proposals to clients and senior management.
- Participate in community and networking events to represent Commonwealth Bank and cultivate new business opportunities.
Required Skills
- Minimum 4 years of experience in relationship management within the banking or financial services industry.
- Demonstrated ability to build, maintain, and grow a client portfolio.
- Strong understanding of a broad range of financial products and services (lending, deposits, investments, insurance).
- Excellent interpersonal, communication, and presentation skills, both written and verbal.
- Proven sales and negotiation skills with a track record of achieving targets.
- Proficiency in financial analysis and risk assessment.
- High level of integrity and a strong client-centric approach.
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
Preferred Qualifications
- Master's degree or relevant professional certifications (e.g., CFA, CFP).
- Existing network of professional contacts within the Douglasville/Chapel Hills area.
- Experience with CRM software and financial planning tools.
- Bilingual proficiency (e.g., Spanish, etc.).
Perks & Benefits
- Competitive salary and performance-based bonus structure.
- Comprehensive health, dental, and vision insurance.
- 401(k) retirement plan with company matching contributions.
- Generous paid time off, including vacation, sick leave, and holidays.
- Opportunities for professional development and continuous learning.
- Tuition reimbursement program for career-related education.
- Employee wellness programs and discounts.
- Supportive and collaborative work environment.
- Employee assistance program (EAP).
How to Apply
Interested candidates are encouraged to apply by clicking on the application link below. Please ensure your resume highlights your relevant experience and qualifications for this role. We look forward to reviewing your application and exploring how your expertise can contribute to our team.