Methodology Coach Consultant

2 weeks ago

Sydney, New South Wales, Australia NAB - National Australia Bank Full time
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 Coach to help train the Assessment Team in the underlying methodology and processes that are applied in the remediation of customers who have received inappropriate advice or service.


This 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 Methodology changes are communicated to the relevant stakeholders involved.
  • Undertaking training with the Assessment Team to ensure consistency occurs across the program.
  • Maintaining and take responsibility for the continuous improvement of all methodologyrelated documentation and collateral.
  • Assisting with ongoing development and continuous improvement of all assessmentrelated collateral.
  • Assist with facilitating further learning and development for the Assessment team so blockages are reduced, and training needs are met and maintained.
  • Develop, maintain and improve the assessment guidelines, methodology, processes and tools that underpin and facilitate the identification of inappropriate advice and adviser conduct.

What you will bring:

  • Minimum 5 years' experience in Advice, preferably including Remediation and Investigations
  • Diploma of Financial Planning / Advanced Diploma of Financial Planning (RG146)
  • Continuous improvement and innovation skills to improve the efficiency and quality of existing processes and systems.
  • Ability to review advice decisions based on file documentation and supporting information and form a determination of appropriate or inappropriate advice.
  • Good communication and interpersonal skills with the ability to influence, engage and inspire others.

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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