Verified Job
Accounting - Finance
Manager, Premier Banking - Perth
Accounting - Finance
#618616
Remote / WFH
Job Description
Full job description
About the Business
Premier Banking provides relationship management to the High Net Worth (HNW) customers within Retail Banking Services (RBS). This team provides dedicated relationship management to clients with deposit, lending and investments. As well as assisting our clients to achieve financial growth, we provide superior service to help them better manage their daily finances.
The Opportunity
The Manager, Premier Banking is accountable for the delivery of customer service, profit contribution and business/sales outcomes of their team through:
Achieving customer service excellence by role modelling and coaching the team in the Bank's customer service standards
Providing sales leadership, delivering cost effective and integrated financial services for our customers through engaged staff working in a safe and compliant environment
Ensuring the team refers customers to appropriate specialists for their investment, credit, risk insurance, commercial business and more complex investment needs.
Building close relationships with internal business partners including RBS Branch Network, Commonwealth Private Banking, Business Banking, Commonwealth Securities and Commonwealth Financial Planning.
Primary Responsibilities
The core focus of this role is to role model and coach team members around best practice sales and service behaviours and methodology; provide sophisticated sales leadership; and deliver cost-effective, integrated and at times complex financial services for our customers. This role will require you to perform the following tasks in a manner consistent with CBA’s Values;
Ensure the team is building positive relationships with customers by identifying and anticipating their financial needs through the completion of a quality financial health check
Lead the team to achieve Profit Contribution Statement results by coaching and development
Develop Operational Plan in conjunction with Regional Manager, Premier Banking
Lead and develop the team through observation, feedback and coaching
Ensure staff resources are effectively managed to meet Premier Banking customer demands
Assess and monitor the risk environment and take action to ensure that risk mitigation strategies are effective
You ensure the team is building positive relationships with customers by identifying and anticipating their financial needs through the completion of a quality financial health check
Resolving and responding to high value customer queries/complaints in a timely and effective manner
About You
Ideally, you will possess the following skills and experience;
Experience in a leadership role
Exposure to a sales management role with diversified product/service responsibilities
The capacity to work in a busy, commercial, competitive environment and the ability to meet objectives / targets and deliver customer service
Proven success in Customer Experience Survey and Profit Contribution Statement
Ability to analyse and interpret sales reporting and data through strong Microsoft Excel experience
About the Business
Premier Banking provides relationship management to the High Net Worth (HNW) customers within Retail Banking Services (RBS). This team provides dedicated relationship management to clients with deposit, lending and investments. As well as assisting our clients to achieve financial growth, we provide superior service to help them better manage their daily finances.
The Opportunity
The Manager, Premier Banking is accountable for the delivery of customer service, profit contribution and business/sales outcomes of their team through:
Achieving customer service excellence by role modelling and coaching the team in the Bank's customer service standards
Providing sales leadership, delivering cost effective and integrated financial services for our customers through engaged staff working in a safe and compliant environment
Ensuring the team refers customers to appropriate specialists for their investment, credit, risk insurance, commercial business and more complex investment needs.
Building close relationships with internal business partners including RBS Branch Network, Commonwealth Private Banking, Business Banking, Commonwealth Securities and Commonwealth Financial Planning.
Primary Responsibilities
The core focus of this role is to role model and coach team members around best practice sales and service behaviours and methodology; provide sophisticated sales leadership; and deliver cost-effective, integrated and at times complex financial services for our customers. This role will require you to perform the following tasks in a manner consistent with CBA’s Values;
Ensure the team is building positive relationships with customers by identifying and anticipating their financial needs through the completion of a quality financial health check
Lead the team to achieve Profit Contribution Statement results by coaching and development
Develop Operational Plan in conjunction with Regional Manager, Premier Banking
Lead and develop the team through observation, feedback and coaching
Ensure staff resources are effectively managed to meet Premier Banking customer demands
Assess and monitor the risk environment and take action to ensure that risk mitigation strategies are effective
You ensure the team is building positive relationships with customers by identifying and anticipating their financial needs through the completion of a quality financial health check
Resolving and responding to high value customer queries/complaints in a timely and effective manner
About You
Ideally, you will possess the following skills and experience;
Experience in a leadership role
Exposure to a sales management role with diversified product/service responsibilities
The capacity to work in a busy, commercial, competitive environment and the ability to meet objectives / targets and deliver customer service
Proven success in Customer Experience Survey and Profit Contribution Statement
Ability to analyse and interpret sales reporting and data through strong Microsoft Excel experience
