Relationship Executive

Posted 6 Days Ago
Be an Early Applicant
Area, Viveiro, Lugo, Galicia, ESP
In-Office
Mid level
Fintech • Financial Services
The Role
Manage and grow a portfolio of independent school and education-sector clients across Sydney. Develop strategic client plans, identify new business, structure and negotiate complex lending solutions, lead deal execution, and partner with analysts, product specialists, account managers, and risk teams. The role requires strong relationship management, financial analysis, credit assessment, origination, commercial banking expertise, and disciplined portfolio risk management.
Summary Generated by Built In
  • You are a relationship builder, passionate about nurturing client relationships and driving business growth
  • We are proud to support leading School/Education clients across Sydney to build successful futures
  • Together we can unleash each other's potential as part of a collaborative and high-performing team

 

Do Work That Matters

We're seeking an experienced banking professional to join our Specialised Commercial & Corporate Banking team, managing a well-established portfolio of School/Education clients across Sydney.

This is a replacement opportunity within a highly successful and established portfolio, created following an internal movement. The focus is on maintaining momentum, continuing to deepen existing relationships and identifying growth opportunities within a sector where CBA has built a market-leading position over several years.

You will provide meaningful banking solutions to a portfolio of sophisticated School/Education clients, primarily Independent Private Schools. Drawing on your relationship management, credit and commercial banking expertise, you will help clients achieve their strategic objectives while delivering exceptional customer outcomes.

See Yourself in Our Team

You will join a team of Relationship Executives, Account Managers and Analysts based in Sydney CBD who are passionate about helping clients succeed and supporting one another to achieve great outcomes.

Our School/Education portfolio focuses primarily on Independent Private Schools across Sydney, with clients typically generating annual turnover between $30 million and $150 million and commercial lending requirements of up to $50 million.

More Specifically, You Will

  • Manage and grow a portfolio of Education sector clients and private schools
  • Develop and execute strategic client plans to deepen relationships and grow share of wallet
  • Identify and pursue new-to-bank opportunities through referral partners, industry networks and business development activity
  • Structure and negotiate complex lending and banking solutions
  • Lead deal execution from origination through to settlement
  • Partner closely with Analysts, Account Managers, Product Specialists and Risk teams to deliver customer outcomes
  • Maintain strong risk discipline and portfolio management practices
  • Build a strong market profile through industry engagement, networking and community involvement
  • Deliver exceptional service by anticipating customer needs and providing proactive solutions

We're Interested in Hearing From People Who

  • Have experience managing commercial, corporate or business banking relationships
  • Have experience with lending exposures of $30 million+
  • Demonstrate strong origination, structuring and negotiation capability across complex banking solutions
  • Have a proven track record of generating new business through referral networks, industry relationships and business development activity
  • Are highly skilled in relationship management and stakeholder engagement
  • Have strong financial analysis and credit assessment capability, including understanding key cash flow, industry and risk drivers
  • Thrive in collaborative environments and enjoy partnering with specialists to deliver holistic customer solutions
  • Can confidently balance customer outcomes with sound risk management practices
  • Have an interest in the education sector and a desire to develop deep industry expertise

 

If This Sounds Like You

This opportunity would suit an experienced Commercial or Corporate Banker looking to further develop their career within a specialist industry segment. You'll have the opportunity to work with sophisticated clients, manage complex banking relationships and be part of a team on an exciting growth journey.

If you're passionate about building trusted relationships, driving business growth and delivering outstanding customer outcomes, we'd love to hear from you.

Apply now and help us build a brighter future for our School/Education sector clients.

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.

We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696.

Advertising End Date: 12/09/2026

Skills Required

  • Experience managing commercial, corporate, or business banking relationships
  • Experience managing lending exposures of $30 million or more
  • Strong origination, structuring, and negotiation capability across complex banking solutions
  • Proven ability to generate new business through referral networks, industry relationships, and business development
  • Strong relationship management and stakeholder engagement skills
  • Financial analysis and credit assessment capability, including understanding cash flow, industry, and risk drivers
  • Ability to collaborate with specialists to deliver holistic customer solutions
  • Ability to balance customer outcomes with sound risk management practices
  • Interest in the education sector and desire to develop deep industry expertise

Commonwealth Bank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Commonwealth Bank and has not been reviewed or approved by Commonwealth Bank.

  • Leave & Time Off Breadth The bank offers additional Life Leave, the option to purchase up to four extra weeks, pet leave, and paid volunteering leave alongside flexible-working options. Public materials indicate these leave features compare well within Australian banking.
  • Parental & Family Support Permanent employees can access up to 18 weeks of paid parental leave, and superannuation is paid for up to 34 weeks of unpaid parental leave. These provisions extend support for new parents beyond standard settings.
  • Wellbeing & Lifestyle Benefits Access includes CBHS Health Fund, Fitness Passport, a 24/7 wellbeing platform with telehealth, an Employee Assistance Program, and employer‑paid income protection for up to two years, alongside staff banking perks and share plans. This combination provides day‑to‑day value across health, protection, and financial perks.

Commonwealth Bank Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

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.

Similar Jobs

Invenergy Logo Invenergy

Senior PI Administrator

Greentech • Real Estate • Social Impact • Energy • Industrial • Solar • Renewable Energy
Remote or Hybrid
18 Locations
2500 Employees
125K-155K Annually

Pfizer Logo Pfizer

Quality Assurance Manager

Artificial Intelligence • Healthtech • Machine Learning • Natural Language Processing • Biotech • Pharmaceutical
Remote or Hybrid
28 Locations
121990 Employees

CrowdStrike Logo CrowdStrike

Sales Specialist, Falcon Complete & Identity Protection (Remote)

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
Spain
11000 Employees

SailPoint Logo SailPoint

Consultant

Artificial Intelligence • Cloud • Sales • Security • Software • Cybersecurity • Data Privacy
Remote or Hybrid
Spain
2461 Employees
54K-92K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account