Partner Service Consultant

vor 1 Monat

Sydney, Österreich Tideri Jobbörse Vollzeit

Partner Service Consultant - Wealth (12-month fixed term) Bendigo and Adelaide Bank, Sydney, Australia
It begins at Bendigo Bank
We've never been 'just a bank'.
Just like you should never be 'just an employee'.
We're united in our belief that in banking, better can be bigger, and together we're making it happen.

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

As Partner Services Consultant and reporting to Manager Cash and Partner Agreements, you are responsible for managing and maintaining a portfolio 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 support customers around product knowledge, due diligence and general onboarding client queries.

You will be:
Managing inbound and outbound call functions including day-to-day queries and execution of outbound customer campaigns.
Supporting customer retention via our Partners/Advisors and increasing 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.
Investigating and researching matters, assisting with continuous improvement initiatives and liaising with other areas of the Bank to ensure the processes comply with our legal obligations and regulations, mitigate risk and enhance the customer experience.
This is a full-time 12-month fixed term opportunity located at our corporate office in Adelaide.
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.
How to apply
If you are interested in this opportunity, please apply online with your CV and cover letter.
Please find enclosed a Position Description Partner Service Consultant PD 2024.pdf.

Applications close COB Wednesday 16th October 2024.

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.

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