Service Consultant

2 weeks ago

Sydney, New South Wales, Australia Bendigo & Adelaide Bank Full time
At Bendigo and Adelaide Bank we aim to be Australia's leading customer-connected bank. Our strength comes from our focus on the success of our customers, people, partners and communities.


The Bank's Margin Lending Business, Leveraged partners with Australian and Global Financial Firms providing high quality products and service solutions to Partners and Customers.

As Money Magazines 'Margin Lender of the Year' 3 years in a row, we lead by way of example.

It is by delivering services, managing risks, creating relevant customer retention and loyalty strategies, delivering business initiatives, managing change, maintaining sustainable partner relationships, finding and implementing new opportunities and building trust that keeps us on top.

About the role


Having recently acquired ANZ's Investment Lending Business, we are on the search for a new Service Consultant to join our Customer & Partner Engagement team.

Your focus will be helping customers meet their financial needs using our geared solutions to achieve their investment goals. You'll be responsible for delivering excellent customer service that is efficient, exceeds expectations and contributes to client retention and advocacy

Key responsibilities include:

Respond to customer and partner queries through various service channels
Process day to day transactions and fund outstanding trades
Manage risk in response to market volatility
Liaise with all business units and key stakeholders to action customer requests
Calculate potential scenarios with customers and their advisers around investment strategies
Educate partners and customers on our product range
Support outbound promotional business campaigns to customers and partners
Proactively identify process and business improvement initiatives

About you

To be successful in this role you will have:
Tertiary qualification in Finance, Business or a relevant discipline (ideal but not mandatory)
Experience in Financial services with knowledge or interest in margin lending, financial markets, financial planning or broking
Demonstrated customer service experience ideally within financial services
Microsoft Office skills including Excel
Excellent organisational and time management skills with the ability to prioritise and meet deadlines
Excellent communication skills both written and verbal
Strong use of initiative with excellent analytical and problem-solving capabilities
High attention to detail with the ability to identify and remediate issues

What we offer

As part of a national organisation we can offer exciting opportunities within the broader Bendigo and Adelaide Bank Group
Competitive remuneration package
A range of staff benefits including discounts on bank products and services, share offers, flexible work options, paid parental leave and purchased leave options, excellent learning and development programs
We support flexible work arrangements, so talk to us about how this role could be made flexible so you can better balance your individual needs

How to apply

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