Wealth Concierge - General Financial Advice Consultant …, Melbourne

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. Wealth Concierge and Engagement provides frontline education support and general advice to a wide range of customers as part of the Margin Lending and Wealth unit. As Wealth Concierge you are part of a specialised team, connecting with Bendigo Banks’ customers and staff through an outbound customer help function designed to assist customers with their wealth related needs. Guided by customers and their needs, you will provide customers with general advice, products and strategies, helping them to a self-serve option or arranging personal advice referrals. You’ll get to:
- Be the first interaction point with our customers for all wealth related queries referred from our banking network.
- Provide our customers with general advice around products and strategies.
- Assist the customer to a self-serve option or arranging for a referral to a financial planner, via our partners at Bridges Financial Services.
- Work toward meeting KPI’s based around service targets.
- Be part of a supportive team environment We are recruiting for a Permanent Full time and 12 month Contract position which can be based in our Head Office Locations. We offer flexible work options that put our people first, working in a hybrid model with a minimum local Head Office attendance requirement determined by your Leader, to find a rhythm that works best for you and your team. We believe that coming into the office some of the time is the best way to learn, stay connected and collaborate effectively, especially for key activities like team days, 1:1s, and town halls. About you To be successful you will have:
- RG 146 accredited
- Experience in Financial Services with an understanding of wealth products (managed funds, superannuation, margin lending, insurance) ideally in a phone-based sales and or customer service function.
- Demonstrated experience in the delivery of exceptional customer service and meeting KPIs.
- Excellent verbal and written communication skills with the ability to build effective relationships with internal and external stakeholders.
- Strong organisational and time management skills with the ability to prioritise and meeting critical timeframes.
- Proactive and supportive team member
- Tertiary qualifications in Business, Financial Planning or equivalent are highly desirable. So, why work with us?
- Want big impact that matters? Here, you’ll know your work directly benefits the customers and communities we all serve.
- Want to be more than just a number? Join a team that truly values you – and that gets more and more diverse every day.
- Want career opportunity AND flexibility? Achieve both here, where we know that balance and progression go hand in hand. You’ll also get access to a great range of benefits, including:
- Hybrid work? Flexible hours? A compressed work week? Our versatile work options are designed to suit your life.
- Health and wellbeing support, including discounted gym memberships, private health insurance options, and our Employee Assistance Program (EAP) for you and your immediate family members. We’re making better, bigger. And we’ll get there with you. 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. Still in two minds? Research suggests 60% of women and underrepresented groups might stop here, even after getting as far as drafting an application. We believe that diversity makes every team stronger, so even if you don’t tick every box we still want to see your application! #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3pt51t