2. For more insight and information into careers with us, visit www.commbank.com.au/careers
At CommBank,we neverlose sightof the role we playinotherpeople’sfinancial wellbeing.
Our focusisto helppeople and businessesmove forward,toprogress.Tomake the rightfinancial decisionsand
achieve theirdreams,targetsandaspirations.
Each of us globallyisdedicatedtoofferingoutstandingservice,excellentadvice andintuitive solutionstohelp
our customers manage theirfinancesinthe waystheywantto.
Regardlessof where youworkwithinour organisation,yourinitiative,talent,ideasandenergyall contributeto
the impact thatwe can make withourwork. Togetherwe canachieve greatthings.
CBA Groupis a leadingfinancial services
organisationglobally,builtaroundasimple
purpose:
Our valuesare how we treat eachotherand
everypersonwe interactwith.Theydefine our
culture.
3. For more insight and information into careers with us, visit www.commbank.com.au/careers
Your business Your team
Business&Private Banking(B&PB) offerawide
range of servicesandsolutionstooursmall
mediumenterprise customersandourregional
and agribusinesscustomers.We alsotake care
of ourpersonal andinstitutionalonline trading
customersandour premiumpersonal Private
Bankingcustomers.
You are innovative,driven,analytical,quickto
learn,ambitious.
CommonwealthPrivate strivestoprovide outstanding
personal service andtrustedadvice tohighnetworth
individualswhohave the intentiontoinvestorborrowat
leastAU$2.5million.Quite simply,ourbreadthof
experience meansthatwe canofferclients a
comprehensive range of solutionsaswell asmarket
leadingproductsandinnovativeinvestment
opportunities
We are backedby superiorresearchcapabilitiesandthe
extensive resourcesof the CommonwealthBankGroup,
so we can helpourclientsachieve the bestpossible
outcome.We have Private BankersandPrivate Wealth
Managers specialisinginbanking,lendingstrategic
advice,investmentsandinsurance locatedrightacross
Australiaaswell asinSingapore andHong Kong.
For fouryearsrunningCommonwealthPrivate hasbeen
recognisedbythe AustralianPrivateBankingCouncilas
the most “OutstandingInstitution”inthe AU$1m to
AU$10m category.
Our visionistobe Australia’sfinestPrivate Bank,
renownedforproactive advice andclientadvocacy.
Your impact & contribution Your reporting lines
A Private Bankerof CPBis responsible fordevelopingand
managingrelationshipswithhighnetworthindividuals.
Clientsare tobe providedwithafull range of financial
services,productsandinnovative solutions.
Thisrole reportsto the Executive Managerfor
CommonwealthPrivate.
4. For more insight and information into careers with us, visit www.commbank.com.au/careers
Your responsibilities
• Ensure productrange isappropriate forclientbase
• DeliverourCustomerValue Propositionof FirstClassService,TailoredAdvice and ExclusiveOpportunities
• Knowyourclient(KYC)
• Manage the overall clientportfoliotooptimumprofitability
• Promote the sale of approvedproductsandservices i.e. Lending/Deposits/FUM/FUA/CrossSell
• Preparationof CHL applicationswithrelevantclientdataaccompaniedbyApplicationHandOff sheettobe
providedtoAssociate Private Banker
• Educate clientstouse online facilitiessuchasNetbank,Commbizforfundstransfers etc.whereappropriate
• Developstronginternal andexternal referral sources
• DevelopAssociatePrivateBankerriskskillsandcreate additional clientactivitytime
• Ensure all Bank policiesandprocedures,external,regulatoryandstatutorypoliciesandrequirementsare fully
compliedwith.
Your skills & experience Your qualifications
• Lendingexperience,soasto maximise
opportunities butretainagood qualityportfolio
• Priorexperience inarelationshipmanagement
role (desirable).
• Diplomaof Financial Planning(desirable)
• Tertiaryqualificationsinabusinessrelated
discipline(desirable).
Your development
If you live the valuesand demonstratethepeoplecapabilitieswe can offergreatopportunities.Whetheryou wantto
moveacrossthe organisation orup into a leadership role, the way you live the valuesand demonstratethe people
capabilities are key.Usethe capabilities required for thisrole asa guideto the critical skills and behavioursyou need
foryournextmove.
5. For more insight and information into careers with us, visit www.commbank.com.au/careers
Customer Focus Creating valuein each customer interaction and focusingon the total customer experience.
Team and Culture
Inspires others to demonstrate CBA Group’s values and works together to create a passionate,
high performing culture.
Continuous Improvement
Continuously improvingand innovatingwhatwe do to make things simpleand easy for our
customers and each other.
Effective Communication
Communicatingclearly and with impact to ensure understanding,engagement and commitment
to action.
Judgement
Understandingand usingCBA knowledge, industry information and financial driversin decisions
and actions.
Drive Results Initiatingaction and committingto achievingbusiness outcomes by taking accountability for goals.
People capabilitiesare skillswe all focuson,andtheybuildonourvalues.Byworkingonthe same skillsinourpeople
capabilitieswe all pull inthe same direction. Salescapabilitiesare the skillsrequiredfor yourspecificrole.
Our people capabilitiesare reflective of ourculture and,regardlessof level,are capabilitieswe expecttosee
demonstratedbyall CBA Groupemployees. Formore information,visitCommNetor www.commbank.com.au/careers
