Intermediary Associate

Hi, I'm Puneet, Distribution & Lending Manager at Heartland Bank. We're looking for an exceptional Intermediary Associate to join our dynamic Melbourne based team.

Is this your next role?

In this role, you'll blend your passion for exceptional customer service with your knack for problem-solving. You'll provide crucial sales and administration support to our distribution partners, including mortgage brokers and other business associates.

You'll be responsible for:

• Facilitating the smooth onboarding of new intermediary relationships, including the provision of training to ensure they're effectively using our tools.
• Managing our intermediary inbox and hotline, offering timely assistance and resolving queries.
• Collaborating with our intermediary partners to workshop scenarios and provide solutions, serving as an escalation point for complex issues.
• Working closely with our credit team to ensure swift and effective resolutions for our customers introduced via the intermediary channel.
• Completing daily, weekly, and monthly reporting and analysis tasks to support the smooth operations of our intermediary channel.

Does this sound like you?

You bring 2+ years' of experience in customer service within financial services, demonstrating a strong digital acumen and commitment to service excellence. Your proactive communication style fosters effective partnerships, and your adaptable nature allows you to thrive in a fast-paced environment.

As a successful candidate, you'll have:

• Exceptional communication skills, both written and verbal.
• Ideally, a tertiary qualification in a business-related discipline.
• A proven ability to innovate and think creatively to solve challenges.
• Strong skills in building and maintaining stakeholder relationships.
• Proficiency in financial services administration, with analytical and problem-solving skills.

About us and what we do
At Heartland Bank, we focus on providing Australians with specialist banking products that are the best or only of their kind. We do this digitally so our customers can spend more time on the things that matter most - instead of waiting in a queue to speak with someone at a bank.

We're well-established in Australia and have been serving Australians since 1971. Through Heartland Finance, we're the leading provider of reverse mortgages, and through StockCo, we're a leading provider of specialist livestock finance. We're part of the Heartland group of companies which has more than 145 years of experience in financial services. Heartland is listed on the New Zealand and Australian stock exchanges (NZX/ASX: HGH).

Can you see yourself here?
Our values define who we are. We're innovative and always evolving. We work together as one team and have big ambition. We offer real opportunities for learning and career development. You can also get involved in driving change through our internal groups, including our rainbow committee, Growing Families, wellbeing and sustainability groups. 

Our perks include flexible working, breakfast supplies, weekly team social activities, flu vaccinations and more.

Diversity & inclusion
At Heartland, we're proud to celebrate the many characteristics that make us different. We're committed to improving the inclusiveness of our workplace, enabling our people to be authentic and helping us better understand and respond to our customers.
 
We're an equal opportunity employer and we strongly encourage everyone to apply. Feel free to share your pronouns in your application.

Keen to learn more?
To learn more about us, check out our website heartlandbank.com.au or follow us on LinkedIn linkedin.com/company/heartland-bank-Australia

Please note you must be eligible to work in Australia.

Reference # 5149

Posted on 18 Jun 2024

Closes on 30 Jun 2024 23:00

Location(s) Melbourne

Expertise Accounting/Finance, Administration & Office Support, Customer Service