03 Aug
|
Bendigo Bank
|
New South Wales
03 Aug
Bendigo Bank
New South Wales
We've never been 'just a bank'.
Just like you should never be 'just an employee'.
We're united in our belief that in banking, better can be bigger, and together we're making it happen.
Are you a customer service champion with a passion for financial markets?
Ready to take the next step in your career and dive into the dynamic world of margin lending and stockbroking?
Key responsibilities:
Be the voice of Leveraged: Act as the first point of contact across various service channels, providing timely, accurate, and exceptional support to our customers and partners.
Handle complex financial queries: Take ownership of specialised tasks including account administration, stock transfers, scenario calculations, and issuing margin calls.
Educate and empower: Help clients understand our diverse product range and proactively identify opportunities to connect them with broader banking solutions.
Drive business success: Play a direct role in our growth by focusing on client retention, driving loan conversions, and championing key business initiatives like our Fix and Prepay campaigns.
Collaborate for impact: Work seamlessly with internal teams—such as Customer Care and Operations—to solve problems and deliver a unified, premium customer experience.
Own the risk: Ensure all regulatory compliance and risk management procedures (including Leveraged Credit Policy) are strictly followed to protect our customers and the bank.
To succeed in this role, we'd love you to have:
2+ years in a customer‐facing role, paired with 2+ years within the financial services industry (experience in margin lending, financial planning, or stockbroking is highly regarded).
A solid understanding of—or a strong, demonstrated eagerness to learn about—financial markets, stockbroking operations, and Margin Lending.
The ability to listen deeply, ask the right questions, and build genuine rapport with stakeholders at all levels.
Strong numerical and problem‐solving skills to confidently navigate financial scenarios and credit limit inquiries.
People who actively challenge the status quo, suggest process improvements, and take ownership of their career development.
The ability to prioritise your workload effectively and thrive under the pressure of deadlines.
A tertiary qualification in a Finance discipline will be highly regarded.
Must hold an RG146 (Generic Knowledge and Margin Lending) accreditation or willingness to complete within probation period.
We offer flexible work options that put our people first, working in a hybrid model with a minimum local Head Office attendance requirement determined by your Leader, to find a rhythm that works best for you and your team.
We believe that coming into the office some of the time is the best way to learn, stay connected and collaborate effectively, especially for key activities like team days, 1:1s, and town halls.
We are offering two permanent, full‐time positions with a preference for candidates based in Sydney, though applicants from Melbourne or Adelaide are also highly encouraged to apply.
Our perks and benefits:
Bendigo Bank supports ongoing development, with the potential for a portion of education fees being reimbursed by the bank.
We have partnered with TELUS Health as our EAP provider, giving you access to self‐help 24/7 and live chat with safety, medical, and mental health professionals.
With over 2.9 million customers, we are one of Australia's largest retail banks and have a vision to feed into the prosperity of our customers and communities.
Over $366 million has been put back into communities nationwide.
We developed Up, Australia's first fully digital bank, which has grown to over one million customers in just six years.
We are regularly voted one of Australia's most trusted brands.
We believe a diverse workforce supported by an inclusive culture is central to our success and encourage applications from those who bring diverse thought to our business.
We support candidate requests for adjustment to accommodate an illness, injury or disability to equitably participate in the selection process.
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📌 Service Consultant | Leveraged | Sydney (New South Wales)
🏢 Bendigo Bank
📍 New South Wales