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Relationship Manager - Leveraged

Apply now Work type: Full Time
Location: Melbourne
Categories: Finance & Accounting, Business Development

“Don't limit your challenges; challenge your limits.” – Jerry Dunn

Bendigo and Adelaide Bank's vision is to be Australia's most customer connected Bank. Leveraged forms part of the bank’s diverse brand network, and is one of the first and longest continually operating margin lending specialists in Australia. At Leveraged, we focus on superior service designed to help our clients navigate through dynamic market conditions and realise their financial goals. Listening to our customers and partners, adding value at every opportunity and developing our business to meet the evolving needs of the market is what we do best.

And here’s just one example…

We have listened to our customers and staff, and to support their needs our structure is a little different – consisting of self-managed, proactive teams who are accountable, committed to excellence and focused on learning by trying.

Key players within our self-managed teams are our Relationship Managers, and we are on the look-out for one to join our team.

Relationship Managers contribute towards our vision by actively engaging, managing, maintaining and developing customer and partner portfolios. Effectively managing relationships is absolutely core to this role to ensure our partners and customers receive consistent delivery of superior service. This role has both an inbound and outbound element to it. The inbound (and predominant) part of the role is dealing with day-to-day queries and transactions on client’s account. The outbound is the execution of customer campaigns and finding new opportunities with existing or new partners or customers in order to aid client retention, increase product per customer ratios and/or uptake of our products with other customers or advisors.

Empowered by our self-managed team structure, our Relationship Managers work together to develop and execute their team strategy, and are encouraged to try new ways of working and engaging with our customers and partners. Not only are they passionate about growing the business, defending our number one customer satisfaction ranking across stockbrokers, financial planners and direct customers is just as important to them. The beauty of this role is that it sits within a business within a broader business, and the role itself is unique given the shared responsibility to develop and manage strategy in addition to executing on this, so there are plenty of opportunities to develop your skills and career. It really is what you make of it!

To be successful in this role, you will hold a tertiary qualification in a business-related discipline and RG146 accreditation in Generic Knowledge and Margin Lending as a minimum (or be willing to work toward these). You are a self-starter who is responsible, accountable and has the ability to work autonomously as part of a self-managed team. Strong knowledge of the margin lending industry, gearing strategies and financial markets is a must, including how margin lending fits within the holistic advice model and/or with customers’ financial needs. You have a customer focus that is second to none. You are passionate about both the inbound AND outbound elements of this role, good with numbers, a great problem-solver and communicator, you are highly organised, manage your time well to effectively prioritise your work and meet deadlines, and work well with others. Above all else, your enthusiasm is infectious, you value feedback and are keen to continually learn and grow!

If this sounds like you, and you want to be part of a winning team, we welcome your application.

Please make your application to the attention of Sophie Swain, People Coach - Leveraged.

Download File 50516 Relationship Manager 2017.doc

Advertised: AUS Eastern Daylight Time
Applications close: AUS Eastern Daylight Time

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