Unique opportunity to join a highly successful, collaborative, and growing team with a great culture and clear pathway to progression. Bring your strong financial analysis and credit writing skills to support our customer’s needs end-to-end, including large and complex commercial lending.
About the job
Due to internal promotion and divisional growth, we have an exciting career opportunity for an experienced Relationship Officer to join our Sydney team.
The Relationship Officer's key role is to provide credit and administrative support to the Relationship Executives and assist in developing relationships with new and existing customers by providing suitable financial solutions. Supporting our customers’ consumer and commercial lending needs, you will predominantly work with complex commercial lending up to $50 million.
Reporting to the Head of NSW, this role offers opportunities for growth, learning from highly experienced teammates and leaders. Your key tasks will include:
Assist Relationship Executives in generating loan approvals and deposits as specified in their budgets.
Undertake credit and financial analysis related to personal and commercial loan transactions, including property development.
Assist Relationship Executives by completing detailed and quality lending applications/submissions and undertaking annual reviews for existing clients.
Manage accounts and process transactions.
Ensure all loans are settled in a timely and accurate manner.
Open new accounts and assist the branch with customer inquiries.
Provide efficient and courteous service to customers, maximizing relationship-building opportunities.
This is a full-time, permanent position based in Sydney with hybrid working arrangements.
To be successful in this role you will have:
Strong financial analysis and credit assessment skills in both consumer and commercial lending.
Knowledge of banking regulations, policies, procedures, products, and services.
Strong written and verbal communication skills.
Proficiency in Optimist is highly desirable.
Strong interpersonal and relationship-building skills with customers, colleagues, and stakeholders.
Experience in account opening, documentation preparation, KYC/AML, ABC, loan settlement process, and portfolio management.
A relevant tertiary qualification is an advantage.
About Private Banking Services
Our business is built on strong customer relationships. We understand our customers’ businesses and tailor solutions to meet their specific needs.
Our seasoned banking professionals are self-motivated and accountable. We support our bankers as professionals, covering customer needs end-to-end from day one through the growth of the relationship.
We offer stability of relationship coverage, with the average Private Banking Services team member employed for 10 years, reflecting our great team culture. We also provide a collaborative and supportive environment.
We believe a diverse workforce supported by an inclusive culture is central to our success and actively encourage applications from those who bring diversity of thought. We support candidate requests for adjustments to accommodate illness, injury, or disability to participate equitably in the process.
Still in two minds?
Research suggests 60% of women and underrepresented groups might hesitate even after drafting an application. We believe diversity makes every team stronger, so even if you don’t tick every box, we still want to see your application!
Please note, shortlisting and interviews may occur before the closing date, so don’t delay: apply now!
Note that directly emailed CVs may not be picked up by our system and could be missed. We prefer applications through our official channels.
While we appreciate the support of recruitment agencies, we will handle our hiring process directly. Our recruiters will reach out if needed.
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