Service Consultant - Wealth Management

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.

It starts here. With Bendigo Bank… and you. About the team The Bank's Margin Lending and Wealth Management Business, partners with Australian and Global Financial Firms providing high quality products and service solutions to partners and customers. Being a leader in the margin lending industry we are constantly improving our product offering, service quality and risk management processes.

About the role As a Service Consultant reporting to the Team Manager, you are a frontline representative for our Margin Lending and Wealth Management. Your key focus is to provide accurate and efficient services for our partners and customers, that exceed expectations and achieve high retention for the business.

• Your responsibilities will include;

Responding to customer and partner queries through various service channelsEducating partners and customers on our productsAssisting customers and partners with managing risk on their margin loan facilities Processing day to day transactions, corporate actions and margining eventsOnboarding of new accounts and activation of accountsThis is an ideal opportunity if you are looking to build on an interest and career in financial markets. We have a strong focus on career development and are seeking driven individuals ready to take the next step in their career and progress within our organisation.

You will be based in Sydney with a requirement for a minimum 3-day per week office attendance About you To be successful in this role you will have :

Tertiary qualification in Finance or Business discipline ideal but not mandatoryRG 146 compliant or willingness to complete Experience in Financial services with knowledge and or interest in margin lending, financial markets and trading, funds management or financial planning.Demonstrated customer service experience ideally within financial servicesMicrosoft Office skills including ExcelExcellent organisational and time management skills with the ability to prioritise and meet deadlinesExcellent communication skills both written and verbalStrong use of initiative with excellent analytical and problem-solving capabilitiesHigh attention to detail with the ability to identify and remediate issuesSo, why work with us? You'll also get access to a great range of benefits, including : Looking for hybrid work, flexible hours, or a compressed week? Our flexible work options are designed to fit your lifestyle.Health and well-being support, including discounted gym memberships, private health insurance options, and our Employee Assistance Program (EAP) for you and your immediate family members.Take your learning to the next level through opportunities like our corporate university 'BEN U' or at an external provider of your choice.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.

Enclosed is a Position DescriptionService Consultant - Leveraged PD.doc

Applications close COB Tuesday 15th July 2025

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