CBA veteran on what makes a great relationship manager
Update: 2025-08-22
Description
Gerard ‘Rolfsy’ Rolfs has been in banking for around 40 years and third party for 24. In this time, he has witnessed immense change as the broker channel cemented itself as a core aspect of lending.
The senior relationship manager at CBA is now approaching retirement. He joined this special episode of Broker Daily Uncut to discuss his time in the industry and what has helped drive success.
From fax machines to AI, Rolfs has been at the forefront of the manual to digital revolution. The humble beginnings of third party would be unrecognisable to the modern broker.
Despite this, the role of a relationship manager has remained, and genuine, consistent relationships are the backbone of success.
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