- Work closely with Relationship Managers and State Sales Teams to provide them guidance and support in relation to accreditation and other broker portfolio activities (across all brands).
- Communicate and collaborate with Aggregator (Head Group) Accreditation and Administration areas to ensure accreditation requirements and standards are met. Furthermore, to obtain necessary information to ensure accreditations meet our Group and Retail Standards, along with maintaining accurate broker records.
- Processing NEW broker accreditations and TRANSFER of accreditations ensuring Group Standards are met.
- Liaising with Aggregator Head Groups (Accreditations / Admin areas) making appropriate enquiries to obtain all necessary documents and/or information to ensure accreditation standards are met.
- Accurately recording broker accreditation details across all Group platforms
- Accurate and timely processing cancellation of broker accreditations ensuring Group Standards are met along with system records appropriately noted.
- Liaising with Aggregator Head Groups (Accreditations / Admin areas) to obtain necessary information to update records, including to determine whether the aggregators cancellation of accreditations was due to adverse circumstances (eg: fraud).
- Assisting Manager Broker Governance under directions.
- Monitoring statistic data to ensure operations are within service level tolerances.
- Liaising with the Manager Broker Governance to implement actions plans to correct service levels.
- Addressing enquiries from State Sales Teams, Aggregator Head Groups and other internal support areas.
- 1 to 3 years in a similar role.
- Sound understanding of Broker Industry and Aggregator structures
- Sound understanding of key Aggregator responsibilities / obligations
- Sound understanding of ASIC's Credit Licensing (ACL) regime. (highly desirable)
- Sound analytics skills (data analytics,/ policy and process documents).
- Strong follow up action techniques.
- Sound Microsoft Office skill (Excel (including formula and database), Word and navigating web internet
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Broker Accreditation Officer - Brisbane, Australia - BOQ
Description
About the Role
Are you passionate about supporting the growth and risk objectives of the retail broker sector? As a Broker Accreditations Officer, you will play a crucial role in our Retail Bank's Broker team. Your mission will be to process and maintain broker accreditations across our three retail brands (BOQ, Virgin Money and ME Bank) including new applications, transfers, and terminations. You'll ensure the accuracy of broker details across all Group platforms, performing administrative duties that uphold our strong industry reputation and mitigate risk.
Your responsibilities will include:
About you
We're looking for a detail-oriented individual with a knack for administration and a commitment to excellence. You'll work closely with Relationship Managers and State Sales Teams, providing guidance and support on accreditation and other broker portfolio activities. Your ability to communicate and collaborate effectively with Aggregator Accreditation and Administration areas is key to meeting our accreditation standards.
Join us and be a part of a dynamic team that values customer service, integrity, and professionalism. If you're ready to contribute to our success and grow your career, we would love to hear from you.
This role can be based in Sydney, Melbourne or Brisbane and we offer a 50/50 Hybrid working model.
About Us
BOQ is one of Australia's leading regional banks and provides a genuine alternative for Australian financial services customers and employees. Our purpose is to create prosperity for our customers, shareholders and people through empathy, integrity and by making a difference. Our ambition is to be known as the bold challenger bank; with multi-brands that are digitally enabled with a personal touch.
BOQ is passionate about providing opportunities for you to develop your career as we continuously adapt and deliver in a transformational and collaborative environment with a strong focus on community.
BOQ's Inclusion vision is to foster a workspace that values and leverages difference and creates new possibilities, a place where our people feel confident to bring their best selves to work every day. We embrace difference and believe that our workforce should reflect the customers and communities that we serve.
In 2021 BOQ Group was awarded a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality citation.
Our Perks
• Flexible working arrangements
• Discounted financial products
• Salary sacrificing options
• Paid parental leave with no minimum
• Paid volunteer days
• Purchase annual leave
• BUPA Corporate Plan
• Employee Assistance Program (EAP)
• A 'zero tolerance' to Domestic and Family Violence (DFV) with active support for employees experiencing DFV
• Accessible work support through various practices, systems, office adjustments
• Gym, shopping, technology and travel offers
• 5 employee diversity network groups focusing on; First Nations Reconciliation Council, EPIC (LGBTIQA+), Multicultural, Gender and Early Career.
How to Apply
To apply for this role please follow the links or apply via our Careers Page.
The Bank of Queensland is committed to diversity and an inclusive workforce. Aboriginal and Torres Strait Islander People are encouraged to apply.
If you are successful for a role with the Bank of Queensland, it is a condition of employment that background screening is completed to ensure that the Bank complies with its obligations under the Anti-Money Laundering and Counter Terrorism Financing Act. These checks may include, but are not limited to: identity, verification, reference checks, criminal background checks, immigration checks, verification of academic qualifications, bankruptcy checks.
