Margin Lending Account Manager

3 months ago

Sydney, Australia Commonwealth Bank of Australia Full time

Margin Lending Account Manager

**See yourself in our team**

CommSec, is Australia's leading online retail stockbroker providing customers with free access to live prices, price charts, portfolio watch list and the ability to buy and sell shares online.

You will be part of a team who have a diverse mix of experience, collaborate well and hold our customers at the centre of everything we do.

We are committed to understanding our customers, and delivering insights and creative solutions, to drive sustainable business growth.

**Do work that matters**:
We aim to differentiate CommSec from its competitors by delivering a truly customer-centric value proposition through superior customer service.

**More specifically, you'll**:

- Provide exceptional customer service to new and existing customers and advisors in regards to Margin Lending
- Educate clients in the mechanics of Margin Lending Proactively make outbound calls to customers and/or advisors to provide/request
- up information or for processes such as Margin Call notification.
- Educate customers about share trading platforms and ASX market rules and operation and provide technical assistance to customer accessing the CommSec website and mobile app.
- Keep knowledge up to date in regards to CommSec Margin Lending systems, product, processes and services, as well as stay abreast of industry changes.
- Assist other Brokering and Markets teams such as HVC, International and Options where required.
- Implement & maintain a practice of prudent risk/cost identification, management and minimisation.

**We are interested in people who**:

- Have a passion for customer service, with previous contact centre or customer facing experience being highly regarded.
- Be a multitasker, with a phenomenal sense of time management and prioritisation.
- Have experience within Financial Markets, Banking and/or Lending, allowing you to expertly educate clients on our product offering is highly regarded
- Margin lending knowledge would be desirable but not essential

As the successful applicant you'll be rewarded with a structured career path that offers a competitive market salary, annual performance incentives, a flexible working environment and great career growth opportunities.

We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696.

Advertising End Date: 04/10/2024

Job ID REQ218664

  • Margin Lending Account Manager

    3 months ago

    Sydney, Australia Commonwealth Bank Full time

    **See yourself in our team** CommSec, is Australia’s leading online retail stockbroker providing customers with free access to live prices, price charts, portfolio watch list and the ability to buy and sell shares online. You will be part of a team who have a diverse mix of experience, collaborate well and hold our customers at the centre of everything...

  • Service Consultant

    4 months ago

    Sydney, Australia Bendigo and Adelaide Bank Full time

    Service Consultant - Margin Lending Bendigo and Adelaide Bank's strategy is built on our vision of being Australia's leading customer connected Banking Group. **Leveraged** forms part of the bank's diverse brand network and is one of the first and longest continually operating margin lending specialists in Australia. At Leveraged, our service is designed...

  • Service Consultant

    4 months ago

    Sydney, Australia Bendigo & Adelaide Bank Full time

    Bendigo and Adelaide Bank’s strategy is built on our vision of being Australia’s leading customer connected Banking Group. **Leveraged** forms part of the bank’s diverse brand network and is one of the first and longest continually operating margin lending specialists in Australia. At Leveraged, our service is designed to help clients navigate through...

  • Relationship Manager Margin Lending

    3 months ago

    Sydney, Australia Commonwealth Bank of Australia Full time

    Relationship Manager Margin Lending **See yourself in our team** CommSec, is Australia's leading online retail stockbroker providing customers with free access to live prices, price charts, portfolio watch list and the ability to buy and sell shares online. You will be part of a team who have a diverse mix of experience, collaborate well and hold our...

  • Risk Management Specialist

    4 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    About the RoleWe are seeking an experienced Risk Management Specialist to join our team in Sydney, working with a leading global Wealth Management firm. The successful candidate will be responsible for managing, overseeing, and developing Credit & Margin Lending Frameworks, as well as identifying and mitigating Credit & Market Risks.ResponsibilitiesFirst...

  • Relationship Manager Margin Lending

    3 months ago

    Sydney, Australia Commonwealth Bank Full time

    **See yourself in our team** CommSec, is Australia’s leading online retail stockbroker providing customers with free access to live prices, price charts, portfolio watch list and the ability to buy and sell shares online. You will be part of a team who have a diverse mix of experience, collaborate well and hold our customers at the centre of everything...

  • Loan Origination Analyst

    3 months ago

    Sydney, Australia Commonwealth Bank of Australia Full time

    Loan Origination Analyst - Margin Lending CommSec is Australia's leading online stockbroker offering clients access to Australian Equities International Equities, Exchange Traded Options, Margin Lending, Cash and Equity Capital Market Transactions. **More specifically, your main responsibilities will be to**: - Meet with bankers and clients as a Subject...

  • Loan Origination Analyst

    3 months ago

    Sydney, Australia Commonwealth Bank Full time

    CommSec is Australia’s leading online stockbroker offering clients access to Australian Equities International Equities, Exchange Traded Options, Margin Lending, Cash and Equity Capital Market Transactions. **More specifically, your main responsibilities will be to**: - Meet with bankers and clients as a Subject Matter Expert (SME) - Respond to and...

  • Associate / Associate Director, Direct Lending

    7 months ago

    Sydney, Australia Epsilon Direct Lending Full time

    Epsilon Direct Lending Sydney, AustraliaPosted 3 hours ago In-Office Permanent Competitive **About Epsilon Direct Lending**: Epsilon Direct Lending (Epsilon) is an Australian based and focus private credit asset management firm with offices in Sydney and Melbourne. Established in 2019 by Mick Wright-Smith, Joe Millward and Paul Nagy, Epsilon provides...

  • Digital Mortgage Lending Specialist

    3 weeks ago

    Sydney, New South Wales, Australia EBR Full time

    About EBREBR is a leading provider of home lending solutions, dedicated to delivering exceptional customer experiences.We are seeking a highly skilled Digital Mortgage Lending Specialist to join our team.Job DescriptionAs a Digital Mortgage Lending Specialist at EBR, you will play a critical role in providing outstanding support to our customers throughout...

  • Strategic Product Manager: Card Services, Lending ANZ

    2 weeks ago

    Sydney, New South Wales, Australia American Express Full time

    At American Express, we empower our colleagues to progress in incredible ways by providing the right backing. This is an exciting opportunity for a Strategic Product Manager to join the International Card Services (ICS) Lending Products Team.This team is responsible for product refresh activity, new product development, commercial/margin improvement...

  • Assistant Product Manager, Lending Capabilities

    4 months ago

    Sydney, Australia Amex Full time

    **You Lead the Way. We’ve Got Your Back.** With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create...

  • Pricing Manager

    6 months ago

    Sydney, Australia HSBC Full time

    -Job description Some career choices have more impact than others. At HSBC we exist with the purpose of Opening up a World of Opportunity. We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity. We bring together the people, ideas and capital that nurture...

  • Assistant Product Manager

    2 weeks ago

    Sydney, Australia AMEX Full time

    You Lead the Way. Weve Got Your Back. With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, youll learn and grow as we help you create a...

  • Assistant Product Manager: International Card Services, Lending Products ANZ

    2 weeks ago

    Sydney, Australia American Express Full time

    You Lead the Way. We’ve Got Your Back. With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a...

  • Pricing Manager

    6 months ago

    Sydney, Australia HSBC Full time

    -Job description Some career choices have more impact than others. At HSBC we exist with the purpose of Opening up a World of Opportunity. We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity. We bring together the people, ideas and capital that nurture...

  • Lending Area Manager

    6 months ago

    Sydney, Australia Westpac Banking Corporation Full time

    Lending Area Manager - **Lead a high-performing team in NSW Metro**: - **Lead, mentor, and coach a high performing team**: - **Support the growth of our lending footprint** **How will I help?** You'll lead a team of people to shine as customer champions. Working in the competitive lending space, you'll be accountable for hitting lending sales goals,...

  • Lending Manager

    6 months ago

    Sydney, Australia Westpac Banking Corporation Full time

    Lending Manager **How will I help?** Lending Managers are critical to achieving our Business Division's desire of helping make Australian businesses stronger. As the Lending Manager you will execute highly complex Business & Home lending deals as well as playing an informal coaching role to other team members in the Lending team. You will ensure we are...

  • Lending Manager

    6 months ago

    Sydney, Australia Westpac Banking Corporation Full time

    Lending Manager - Join our team at St George Brookvale Branch - Be a face for fantastic customer service - Shape and develop your career in home lending **How will I help?** We're all about 'people helping people' - and our Lending Managers are in the front line of that ambition. You'll help families and individuals across Australia start something new -...

  • Lending Manager

    6 months ago

    Sydney, Australia Westpac Banking Corporation Full time

    Lending Manager - St George Bank - Based in Wetherill Park - Shape and develop your career in home lending **How will I help?** We're all about 'people helping people' - and our Lending Managers are in the front line of that ambition. You'll help families and individuals across Australia start something new - whether it's their first home, upsizing for a...