Finance Specialist

2 weeks ago


Sydney, New South Wales, Australia Commonwealth Bank of Australia Full time

Role Summary:

We are seeking a highly skilled Finance Specialist to join our Leveraged Products team, where you will have the opportunity to work collaboratively with a diverse group of experienced professionals.

About the Role:

As a Finance Specialist, you will be responsible for providing high-quality service to our clients across multiple products, including Exchange Traded Options and Margin Lending.

Your Key Responsibilities:

  • Provide timely and accurate telephone and email service to clients.
  • Ensure that all client inquiries are answered within desired service levels.
  • Proactively meet targets as they relate to KPIs and service levels across all products.
  • Identify, manage and report risks to line management to ensure no errors or trading risks.
  • Ensure all client onboarding and outbound targets are met.
  • Maintain excellent relationships with clients to deliver best customer outcomes and revenue growth.
  • Identify and drive improvements to customer satisfaction, risk management, and revenue outcomes.
  • Service internal clients to meet business requirements at the highest standards.
  • Support teams across Broking and Markets, including HVC.
  • Maintain knowledge of derivative markets, margin lending, and systems across multiple vendors to ensure optimal client servicing and order processing.
  • Role-model risk management behaviours for all products, particularly market-related credit risk and margin calls.

About You:

  • Experience in listed equities and cash markets.
  • Experience in customer service management to high-quality results.
  • Dynamic trading environment experience.
  • Tertiary-level educated finance discipline, with postgraduate qualifications preferred.
  • RG146 accredited.
  • Tier 1 accreditation in Foreign Exchange, Derivatives, Securities, and Margin lending preferred.
  • Derivatives DTR accreditation preferred.

About Us:

The Commonwealth Bank of Australia is a leading online retail stockbroker providing customers with access to Australian and International Equities, Exchange Traded Options, Margin Lending, ETFs, and cash products.

We are committed to delivering a seamless customer experience through our digital capabilities and investment in the growth of our customers.



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