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Customer Retention Manager Retail Banking

3 months ago


Sydney, New South Wales, Australia Bendigo and Adelaide Bank Full time
Customer Retention Manager | Retail Banking

Your new role with Bendigo Bank is just a few clicks away.

Position description:
PD - Customer Retention

Closing date:
Wednesday, 8th May 2024


In Retail Banking our customers are at the forefront of everything we do, and our promise is to help customers improve their financial wellbeing and as Customer Retention Manager within the National Sales Enablement Team you will do this by fulfilling our purpose to build and maintain relationships with people who choose to deal with us one to one.

The Specialised Sales team are responsible for the management and delivery of specialised retention campaigns to the customer base. The high-capability team will drive outcomes through targeted holistic conversations aiming to deepen and retain customer relationships.

The Customer Retention Manager plays a pivotal role in preserving and enhancing customer relationships within the business.

With a primary focus on customer retention, you will be tasked with leading a dynamic team to implement strategic initiatives that minimise churn, foster customer loyalty, and drive revenue growth.

By leveraging financial industry expertise, data analytics, and effective leadership, you will ensure that the bank maintains a strong customer base while navigating regulatory compliance.

You will have a customer-centric approach, strategic thinking, and collaborative engagement with cross-functional teams to achieve overarching organisational goals.

Including lending growth, meeting our customers financial service needs, expanding customer product holdings, and delivering exceptional service in each interaction.


Reporting to the National Manager, Sales Enablement, the Customer Retention Manager will lead a team consisting of Home Lending Specialists and Pricing Discretion Officers to support the broader consumer division needs.


As Customer Retention Manager you will have:

  • Solid understanding of financial products, services, and industry regulations
  • Understanding and ability to foster a culture of high performance.
  • Indepth knowledge of customer management practices to effectively manage customer interactions.
  • Proficiency in analysing customer data to derive insights and inform retention strategies
  • Sound knowledge of consumer markets
  • Proven sales skills in the finance industry (or relevant)
  • Ability to cultivate strategic relationships for the benefit of your team and the business.
  • Attract, coach, develop and retain talented individuals, creating a sales culture that enables your team to realise their highest potential.
  • Experience in leading individuals in a virtual, remote environment.
  • High level of understanding of lending products, policies and regulations
  • Experience within Customer Retention would be advantageous.
  • Experience within Contact Centre environment would be advantageous
  • FSRA Tier 2 accreditation
  • Deposit Taking and Non-Cash Payment Facilities and General Insurance preferable


This is a Permanent Full time position where we offer flexible work options that put our people first, and a hybrid model of a minimum two days in a local Head Office per week.


About Bendigo Bank


With over 7,000 employees, we are Australian's most trusted retail bank, our purpose is - 'to feed into the prosperity of our customers and communities, not off it'.

We are one of Australia's most trusted brands and this isn't something we take lightly, which means Bendigo Bank is the Bank you can be proud to work at

Our perks and benefits:

Belong to a wonderful team of people. Know how we know they're great to work with? They told us Great benefits, work life balance, and flexibility

  • Bendigo Bank supports ongoing development, with the potential for a portion of education fees being reimbursed by the bank. We want you to be the best version of you, and to help you achieve that
  • We know the last few years have been rough, so we have partnered with
    Sonder as our EAP provider that is so much more than just oneonone counselling. At the touch of a button, you will have access to selfhelp 24/7 or you can live chat with a team of safety, medical, and mental health professionals to assist with anything life throws at you.
So, what are you waiting for? Come and join the better big bank

Still in two minds?

Please note shortlisting and interviews may take place prior to the advertised close date, so don't delay:
We love the support recruitment agencies give businesses every day, however, we have got this. Our superstar recruiters will reach out to our fabulous panel if we need a helping hand.

Job ID UQBuKRf2hmNy