Margin Lending Account Manager

1 week 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 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 follow 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: 11/07/2025

  • Margin Lending Account Manager

    6 days 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...

  • Relationship Manager

    2 days ago

    Sydney, Australia Commonwealth Bank Full time

    **Relationship Manager - Margin Lending** Sydney, Melbourne or Brisbane Based **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...

  • Relationship Manager Margin Lending

    2 days 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

    6 days 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...

  • Business Development Associate

    6 days ago

    Sydney, Australia Bendigo and Adelaide Bank Full time

    Business Development Associate - Margin Lending **"It begins at Bendigo Bank"** We've never been 'just a bank'. Just like you should never be 'just an employee'. We're united in our belief that in banking, better can be bigger, and together we're making it happen. **It starts here. With Bendigo Bank... and you.** The Bank's Margin Lending Business,...

  • Business Development Associate

    1 week ago

    Sydney, Australia Bendigo & Adelaide Bank Full time

    **“It begins at Bendigo Bank”** - We’ve never been ‘just a bank’. Just like you should never be ‘just an employee’. We’re united in our belief that in banking, better can be bigger, and together we’re making it happen. **It starts here. With Bendigo Bankand you.** - The Bank’s Margin Lending Business, Leveraged, partners with Australian...

  • Manager - Business Lending Pricing

    1 week ago

    Sydney, Australia Commonwealth Bank Full time

    **See yourself in the team** **Business Banking (BB)**manages relationships with Commonwealth Bank’s small-medium enterprise customers, mid-market corporate customers, and regional and agribusiness customers, providing a wide range of financial services and solutions. It also services our personal and institutional online trading customers. **Business...

  • Manager - Business Lending Pricing

    4 weeks ago

    Sydney, New South Wales, Australia Commonwealth Bank Full time

    See yourself in the teamBusiness Banking (BB) manages relationships with Commonwealth Bank's small-medium enterprise customers, mid-market corporate customers, and regional and agribusiness customers, providing a wide range of financial services and solutions. It also services our personal and institutional online trading customers.Business Lending (BL) is a...

  • Product Manager, Lending Opportunities

    2 weeks ago

    Sydney, New South Wales, Australia beBeeLending Full time $105,000 - $144,500

    **Be a Leader in Lending Opportunities.**We empower our customers to progress in incredible ways.When you join us, you become part of a global and diverse community of colleagues with a commitment to back our customers and each other.Here, you'll learn and grow as we help you create a career journey that's unique and meaningful to you.At our organization,...

  • Senior Commercial Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia beBeecommercial lending Full time $120,000 - $150,000

    Commercial Lending Expert - Key Partnership RoleWe are seeking an experienced Commercial Lending Expert to drive growth, deepen relationships, and deliver exceptional results in our broker-led commercial lending model.">">Manage and grow a high-quality commercial lending portfolio with strong engagement, retention, and proactive credit reviews">Write and...