Service Consultant - Sydney, Australia - Bendigo & Adelaide Bank
Description
At Bendigo and Adelaide Bank we aim to be Australia's leading customer-connected bank. Our strength comes from our focus on the success of our customers, people, partners and communities.
The Bank's Margin Lending Business, Leveraged partners with Australian and Global Financial Firms providing high quality products and service solutions to Partners and Customers.
It is by delivering services, managing risks, creating relevant customer retention and loyalty strategies, delivering business initiatives, managing change, maintaining sustainable partner relationships, finding and implementing new opportunities and building trust that keeps us on top.
About the role
Having recently acquired ANZ's Investment Lending Business, we are on the search for a new Service Consultant to join our Customer & Partner Engagement team.
Key responsibilities include:
Respond to customer and partner queries through various service channels
Process day to day transactions and fund outstanding trades
Manage risk in response to market volatility
Liaise with all business units and key stakeholders to action customer requests
Calculate potential scenarios with customers and their advisers around investment strategies
Educate partners and customers on our product range
Support outbound promotional business campaigns to customers and partners
Proactively identify process and business improvement initiatives
About you
To be successful in this role you will have:
Tertiary qualification in Finance, Business or a relevant discipline (ideal but not mandatory)
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
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
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