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 to help clients navigate through dynamic market conditions and realise their financial goals. We proactively seek opportunities to add value to our customers and develop our business. Many investment professionals choose us over the competition to provide the framework to incorporate gearing into their clients' wealth creation strategies.

About the role

As a Service Consultant reporting to the Team Manager, you are a frontline representative and your key focus is to provide accurate and efficient services that exceed customer expectations and achieve high retention for the business.

Key responsibilities include:

• Responding to customer and partner queries through various service channels
• Educating partners and customers on our products
• Assist customers and partners with managing risk on their margin loan facilities
• Process day to day transactions, corporate actions and margining events
• Onboarding of new accounts and activation of accounts

This is an ideal opportunity if you are looking to build on an interest and career in financial markets. We have a strong focus on career development and are seeking driven individuals ready to take the next step in their career and progress within our organisation.

You will be based in Melbourne or Sydney with a flexible hybrid work arrangement with the expectation employees are in the office 2 days per week.

About you

To be successful in this role you will have:

• Tertiary qualification in Finance or Business discipline ideal but not mandatory
• RG 146 compliant or willingness to complete
• Experience in Financial services with knowledge or interest in margin lending, financial markets, financial planning or broking
• Demonstrated customer service experience ideally within financial services
• 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

About Bendigo and Adelaide Bank

With over 7,000 employees, we are Australian's most trusted retail bank, our purpose is - 'to feed into the prosperity of our customers and communities, not off it'. We are one of Australia's most trusted brands and this isn't something we take lightly, which means Bendigo Bank is the Bank you can be proud to work at!

Find out more about us and our incredible history About us | Bendigo and Adelaide Bank (bendigoadelaide.com.au)

What we offer

• As part of a national organisation, we can offer exciting opportunities within the broader Bendigo and Adelaide Bank Group
• Great work life balance and staff benefits including discounts on bank products and services, share offers, flexible work options, paid parental leave, purchased leave options, wellness programs and excellent learning and development programs

At Bendigo and Adelaide Bank we believe a diverse workforce supported by an inclusive culture is central to our success and we actively encourage applications from those who bring diversity of thought to our business. We support candidate requests for adjustment to accommodate an illness, injury or disability to equitably participate in the selection process.

How to apply

If you are interested in this opportunity, please apply online with your CV and cover letter. Enclosed is a Position Description Service Consultant - Leveraged PD.doc

Applications close COB Wednesday 18th September 2024

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