Elite Banker-Household-Outbound BRANCH BANKING 0468 3672 1100765

About the role

The Elite Banker – Household (Outbound) is responsible for acquiring affluent household relationships through proactive outbound sales activities. The role focuses on sourcing new customers, deepening existing household relationships, driving liabilities growth, and cross-selling banking and wealth products to achieve business objectives.

What you'll do

• Acquire new affluent and emerging affluent customers through outbound sales activities, referrals, and market sourcing
• Identify and onboard household relationships to increase customer penetration and wallet share
• Drive acquisition of CASA, Term Deposits, and other liability products
• Generate leads through local area mapping, customer references, and external networking
• Build and maintain strong relationships with customers and their family members to maximize household engagement

What you need

• 2–8 yrs of experience
• Wealth management
• Sales
• Insurance
• Negotiation
• Cross-selling
• KYC
• MBA