Relationship Manager Margin Lending Commonwealth Bank of Australia, Sydney, Australia
See yourself in our team
CommSec is Australia's leading online retail stockbroker providing customers with free access to live prices, price charts, portfolio watch list and the ability to buy and sell shares online. Our focus on digital capability ensures we are investing in our growth to deliver a seamless customer experience. We provide our customers with easy-to-use investment tools and resources to put them in control of their investment decisions, listening along the way and applying analytics and innovation to improve our customer's experience. We are building CommSec for the digital future and we'd like you to help us on this journey.
You will be part of a team who have a diverse mix of experience, collaborate well and hold our customers at the centre of everything we do. We are committed to understanding our customers, and delivering insights and creative solutions, to drive sustainable business growth.
Do work that matters
The role of the Relationship Manager is key in the service proposition for some of our most highly valued advisers and clients. You must effectively build and maintain relationships within your portfolio and be able to identify growth opportunities across margin lending and other CommSec products.
More specifically, you'll: Manage strategic relationships as part of a portfolio of internal referral partners, Financial Planners, advisers and high valued clients.Provide a high quality day to day service to your portfolio to meet their servicing requirements and those needs of their customers.Deliver a differentiated service model for our most highly valued relationships.Identify and proactively facilitate onsite/over the phone training to relevant customers.Proactively participate in outbound campaign activity to assist the business in meeting any revenue or service targets.Take ownership of issues or problems as they arise and proactively manage their resolution keeping stakeholders informed along the way.Partner closely with the Distribution team in identifying new prospects and referring business across the Bank.Actively capture and maintain the voice of the customer to ensure our campaign and development work will meet the needs of our customers.Actively identify opportunities for improvement to our processes and ultimately the experience of our customers.Partner closely with the Credit/Market Risk and Operations teams to ensure you can effectively resolve customer queries or requests.Ensure Market and Industry knowledge is maintained, attending industry functions or CommSec sponsored functions to promote brand and reputation. We want to hear from you if you have: Solid experience in Financial Markets or Financial Services Industry.Knowledge of the IFA market and how it operates.Experience working in a regulated environment.Solid Experience in a customer service/relationship management role.Platform, Fund Manager and Margin Lending experience is desirable.RG 146 - accredited. If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We're keen to support you with the next step in your career.
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Advertising End Date: 10/10/2024
Job ID: REQ219609
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