Private Bank Analyst

At Commonwealth Private, we deliver exceptional personal service and trusted advice to high net worth individuals who intend to invest or borrow at least AU$2.5 million. Backed by the extensive resources of the Commonwealth Bank Group and superior research capabilities, we offer clients a comprehensive range of solutions, market-leading products, and innovative investment opportunities.

Our team of Private Bankers and Investment Specialists provide expertise in banking, lending, strategic advice, investments, and insurance across Australia.

Our vision: To be the private bank successful Australians recommend.

About your role

As a Private Bank Credit Analyst, you will be supporting our Private Bankers to provide exceptional service to their high-net-worth clients through value-add solutions.

Your core duties will involve undertaking financial analysis relating to consumer credit as well as assessing the risks/opportunities for new and existing lending submissions. In addition, the assessment of the risks associated with increases in existing client’s consumer credit.
 

Your responsibilities

• Write, negotiate, and manage consumer credit applications for new and existing clients.
• Complete quality consumer credit submissions to ensure the timely delivery of decisions, documentation and funding to the client and the accuracy of information.
• Apply analytical skills to business problems and effectively communicate outcomes and recommendations.
• Deliver exceptional customer service, client communication and engagement to support credit submission requests.
• Undertake detailed analysis of client and industry specific information focusing on the key financial drivers of each client to effectively meet their needs.
• Prepare concise and well-reasoned credit correspondence.
• Focus on quality, credit management and the minimising of credit and operational losses.
• Audit and review team files to meet credit assurance standards.
• Investigate credit policy framework and changes to support credit submission applications.
   

To be successful as a Private Bank Analyst you will have:

• Ideally consumer credit lending experience (Either customer facing/sales or credit/analyst environment)
• Credit analysis training and demonstrated experience with the ability to support deal structuring.
• Well-developed MS Excel skills and experience in performing financial analysis/modelling.
• Tertiary qualifications in a business-related discipline e.g. Banking, Commerce (desirable)

If this sounds like you, please apply now!

Advertising End Date: 30/01/2026