Partner Service Consultant - Margin Lending and Wealth

Customer & Partner Engagement provides frontline relationship support and service and develops strong and sustainable partnerships to a wide range of customers and partners as part of the Margin Lending and Wealth unit.

The Partner Services Wealth Team supports the intermediary deposit channel (Cash Solutions) which delivers service, manages campaigns, creates relevant customer retention and loyalty strategies, delivers business initiatives, manages change, maintains sustainable partner relationships, and monitors our delivery against set benchmarks.

About the role

As Partner Services Consultant and reporting to Manager Cash and Partner Agreements, you are responsible for managing and maintaining deposit portfolios across the Cash Solutions business with a key focus on maintaining relationship management to ensure our Partners and Advisors receive consistent delivery of excellent customer service and supports customers around product knowledge, due diligence and general onboarding client queries.

Key responsibilities include:

• Managing inbound and outbound call functions including day to day queries and execution of outbound customer campaigns.
• Support customer retention via our Partners/Advisors and increase product per customer ratio.
• Working with the operational team to resolve issues and communicate back to the business for review, within agreed timeframes and service standards.
• Investigate and research matters, assist with continuous improvement initiatives and liaise with other areas of the Bank to ensure the processes comply with our legal obligations and regulations, mitigate risk and enhance the customer experience.

You will be located at our corporate office in Adelaide or Sydney, and we offer a flexible hybrid work arrangement with the expectation you are in the office at least 2 days per week.

About you

To be successful in this role you will have:

• Experience in Financial services ideally within wealth management, financial planning or broking.
• Demonstrated customer service experience within financial services and working with Partner/Advisor channels.
• 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.

A position description is enclosed for this role. Partner Service Consultant PD 2024.pdf

Applications close COB Thursday 1st August 2024