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Customer Direct Sales Associate
full-timeSydney

Summary

Location

Sydney

Type

full-time

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About this role

  • You are driven and passionate about customer service
  • We are a team of motivated high performers, making work fun and contributing to a fantastic culture.
  • Work as part of a collaborative and close-knit team who value flexible working
  • 2x positions available (1x Perm and 1x 12 months secondment)
  • Sydney based only

See yourself in our team

Business Banking (BB) manages relationships with Commonwealth Bank’s asset finances customers, providing a wide range of financial services and solutions. It also services our personal and institutional online trading customers. Direct Business introduced by Third Parties, such as Brokers , Vendors and direct customers.

Business Lending (BL) is a product and specialized sales team that offers working capital, business loans, asset finance, corporate finance, and property finance to our customers. It also has responsibility for Line 1 risk and controls for these products. BL is directly responsible for product management, process management, portfolio and pricing management. It also works closely with bankers, data and analytics, digital and customer experience teams.

Do work that matters

Asset Finance (AF) provide market leading car and equipment finance solutions that help our business clients manage their working capital and access the income producing equipment they need to be successful.

The Asset Finance Team provides sales and service support to internal and external customers who would like to finance new and used passenger cars, light commercials and assets such as trucks & forklifts that are utilised for business purposes. We are also responsible for the preparation of loan documents and provide settlement services for all asset finance transactions across the portfolio.


Reporting to the Senior manager- New Business, the purpose of the Customer Direct Sales Associate is to write new business referred via a number of sources, including phone, email, Opportunities and retaining existing customers by contacting all maturing contracts prior to the maturity date with a view to refinancing or replacing the contract. The Customer Direct Sales Associate will be responsible for the management of the deal to funding and be the primary point of contact for the customer.

More specifically, you will:

  • Understand customer’s needs and requirements to ensure the customer is delivered the most appropriate product
  • Provide quotations using CommSee quoting
  • Ensure all customer information required for a deal has been captured and transferred to the credit team for application decisioning
  • Maintain work item queues to ensure that all work items and Opportunities are updated when required.
  • Follow up customers to ensure conversion from enquiry to funding is satisfactory
  • Deliver exceptional, telephone based customer service from inbound and outbound calls from both internal and external customers
  • Contribution to business to fall within Valued / Superior Contributions for KPI’s
  • Ensure any Opportunities or Work Items are updated with notes / status’s accordingly

We want to hear from you if you have:

  • Exceptional sales skills with ability to convert leads into funded deals
  • The ability to work in a phone based transactional sales environment
  • Product knowledge of Asset Finance (including Hire Purchase / Chattel Mortgage / Novated Lease )
  • Ability to quote on asset finance transactions
  • Exceptional customer service skills and ability to multi-task under pressure
  • 8am to 7pm availability
  • Demonstrated self-motivated self-starter, with a CAN do attitude, strategically minded and worked effectively in a team environment
  • Strong relationship building skills
  • Risk Mindset – All CommBank employees are expected to proactively identify and understand, openly discuss and act on current and future risks.

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: 02/02/2026

Other facts

Tech stack
Customer Service,Sales Skills,Asset Finance,Quoting,Multi-tasking,Relationship Building,Risk Mindset,Self-motivated,Teamwork,Communication

About Commonwealth Bank

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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Team size: 10,001+ employees
LinkedIn: Visit
Industry: Financial Services

What you'll do

  • The Customer Direct Sales Associate is responsible for writing new business and retaining existing customers by managing deals from referral to funding. They will provide exceptional customer service and ensure all customer information is accurately captured for application decisioning.

Ready to join Commonwealth Bank?

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Frequently Asked Questions

What does a Customer Direct Sales Associate do at Commonwealth Bank?

As a Customer Direct Sales Associate at Commonwealth Bank, you will: the Customer Direct Sales Associate is responsible for writing new business and retaining existing customers by managing deals from referral to funding. They will provide exceptional customer service and ensure all customer information is accurately captured for application decisioning..

Why join Commonwealth Bank as a Customer Direct Sales Associate?

Commonwealth Bank is a leading Financial Services company.

Is the Customer Direct Sales Associate position at Commonwealth Bank remote?

The Customer Direct Sales Associate position at Commonwealth Bank is based in Sydney, New South Wales, Australia. Contact the company through Clera for specific work arrangement details.

How do I apply for the Customer Direct Sales Associate position at Commonwealth Bank?

You can apply for the Customer Direct Sales Associate position at Commonwealth Bank directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Commonwealth Bank on their website.