Relationship Executive – Not For Profit Portfolio

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Melbourne, Victoria, AUS
In-Office
Fintech • Financial Services
The Role

Relationship Executive – Not For Profit Portfolio

  • You are a relationship builder, passionate about nurturing a client base of Not for Profit organistions and building new business
  • We are proud to support Not For Profit orgnisations across Melbourne to build successful futures
  • Together we can unleash each other’s potential as a collaborative, flexible team

Do Work That Matters

 You will provide meaningful solutions for a portfolio of Not for Profit clients with complex banking needs. Use your insights, experience and expertise, along with a great range of innovative products and services, to help move these organisations forward. You will commence with an existing book of established clients with the expectation that in addition to providing excellent service to these clients, you will also focus on new client acquisition as well as identifying further opportunities for both new and existing clients.

See yourself in our team

 Your team includes Specialised Relationship Executives, Account Managers & Analysts – all committed to delivering exceptional service and solutions to our clients in order to achieve long lasting relationships and sustainable business growth. We aim to be the Main Financial Institution in our target market of businesses that turnover $30m-$150m or have commercial lending requirements of $10m-$50m. Delivering on a range of needs and requirements, including transactional banking, commercial lending, working capital finance, asset finance and risk management.

We’re interested in hearing from people who:

 Pride themselves in building relationships through excellent service and driving new business;

  • Have experience in successfully building and leading a successful Commercial or Corporate portfolio, commercial lending above $30m;
  • Are highly skilled in driving deal execution with proven skills in origination, structuring and negotiation of complex solutions;
  • Use their network and referral partners to identify and pursue new to bank opportunities;
  • Thrive in collaborative environments to deliver a broad range of financial solutions;
  • Are comfortable in financial analysis and credit decisioning, understanding the underlying cash-flow drivers;

This opportunity would suit an experienced Emerging Corporate or Commercial Banker looking to enhance their experience within complex, high value lending and to be part of a team who are on a growth journey.

If this sounds like you, apply now!

If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We’re keen to support you with the next step in your career.

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Advertising End Date: 05/06/2025

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The Company
HQ: Sydney, New South Wales
52,000 Employees
Year Founded: 1911

What We Do

Australia’s leading provider of financial services including retail, premium, business and institutional banking, funds management, superannuation, insurance, investment and sharebroking products and services. We are a business with more than 800,000 shareholders and over 52,000 employees. We offer a full range of financial services to help all Australians build and manage their finances.

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