Methodology Lead

2 weeks ago

Sydney, New South Wales, Australia NAB - National Australia Bank Full time

Work type:
Fixed term Full time, Contractor

Location:
NSW- Sydney CBD, VIC- Melbourne CBD

  • Use your expertise to drive positive outcomes for our customers
  • Build your career in a highly supportive and collaborative team
  • 12month contract role

A career that gives you more


Your career at NAB is about more than money, it's about serving our customers well and helping our communities prosper.

We currently have an exciting opportunity for a
Methodology Lead to develop, embed, maintain, and improve the assessment guidelines and processes to ensure that all customers are treated fairly and consistently and remediated (where required) in the most effective and efficient manner


The role operates collaboratively with the CRI Leadership Team, and draws upon expertise as required to plan, initiate, and ultimately close the project.

The role operates within existing CRI management operating procedures and decision-making regimes and engages appropriate stakeholders accordingly.

What you will be doing:

  • Ensuring all methodologyrelated decisions and assessment precedents are recorded, appropriately agreed upon, reported and disseminated.
  • Write and complete papers to ensure new and revised Methodology can be applied for the Assessment team.
  • Taking responsibility for all queries, tasks and additional projects as delegated by the Methodology Manager.
  • Answering Assessment queries in relation underlying Methodology.
  • Work collaboratively with other stakeholders to develop Methodology for the program.
  • Develop, maintain, and improve the methodology and processes to ensure they are applied in the remediation of customers who have received inappropriate advice or service.
  • Reviewing advice decisions based on file documentation and supporting information and form a determination of appropriate or inappropriate advice.

What you will bring:

  • 5+ years of experience in an Advice role, preferably including Remediation or Investigations.
  • RG146 qualifications (Diploma of Financial Planning/Advanced Diploma of Financial Planning or equivalent)
  • Strong interpersonal skills, with the ability to communicate with various levels of internal and external stakeholders.
  • Practical experience in a role which gives exposure to the complexities of the financial advice process, advice regulations and standards.
  • Superior interpersonal skills to maximise relationships with key internal/external stakeholders up to executive levels.
  • Advanced level of problemsolving skills
  • Strong verbal and written communication skills

A diverse and inclusive workplace works better for everyone
At NAB, we are intent on building a culture we can all be proud of. One based on trust and respect. An uplifting environment where every single one of us feels appreciated and empowered to be our true, authentic selves. A diverse and inclusive workplace where our differences are celebrated, and our contributions are valued. It is a huge part of what makes NAB such a special place to be.

More focus on you
We are committed to delivering a positive experience for our colleagues and a workplace you can be proud of.

We support our colleagues to balance their careers and personal life through flexible working arrangements such as hybrid working and job sharing and competitive financial and lifestyle benefits.

We invest in our colleagues through world class development programs (Distinctive Leadership and Career Qualified in Banking), and empower you to learn, grow and pursue exciting career opportunities.

For more information, please click here.

Join NAB
If you think this role is the right fit for you, we invite you to apply. If you require any reasonable adjustments to the recruitment process or the role, please let the recruitment consultant know.

To be eligible to apply, you must have Australian or New Zealand citizenship or permanent residency status.

  • Please note unsolicited CVs from agencies will not be accepted.

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