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Partner Service Consultant, Leveraged
1 week ago
Leveraged Equities Limited (Leveraged) is a wholly own subsidiary of Bendigo and Adelaide Bank Limited, that sits as part of Wealth Services under the Consumer Banking Division.
The Partner Services Wealth Team supports the intermediary deposit channel (Cash Solutions) which delivers service, manages campaigns, creates relevant customer retention and loyalty strategies, delivers business initiatives, manages change, maintains sustainable partner relationships, and monitors our delivery against set benchmarks.
As Partner Services Consultant and reporting to Manager Cash and Partner Agreements, you are responsible for managing and maintaining deposit portfolios across the Cash Solutions business with a key focus on maintaining relationship management to ensure our Partners and Advisors receive consistent delivery of excellent customer service and supports customers around product knowledge, due diligence and general onboarding client queries.
Key responsibilities include:
Managing inbound and outbound functions including day to day queries and execution of outbound customer campaigns
Support customer retention via our Partners/Advisors and increase product per customer ratio.
Working with the operational team to resolve issues and communicate back to the business for review.
This a permanent part-time.6 opportunity (3 days and or 22.8 hours per week).
About you
To be successful in this role you will have:
Experience in Financial services ideally within wealth management, financial planning or broking
General knowledge of Cash Solutions product and investment processes
Demonstrated customer service experience within financial services and working with Partner/Advisor channels
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
Please find enclosed a PD for this role Partner Service Consultant Position
Applications close COB Tuesday 16th May 2023
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