Business Development Associate - Margin Lending

Job Description

“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. The Bank’s Margin Lending Business, Leveraged, partners with Australian and Global Financial Firms providing high quality Products and Service solutions to Partners and Customers. It delivers service, manages risk, creates relevant customer retention and loyalty strategies, delivers business initiatives, manages change, maintains sustainable partner relationships, finds and implements new opportunities and ways to engage further with people who already trust and enjoy doing business with us. About the opportunity We have an opportunity for a Business Development Associate (BDA) with our Leveraged business where you will contribute to the new business, sales and retention strategy by working with and supporting Business Development Managers (BDMs) and broader Sales Team by actively converting and managing existing and new sales leads. You’ll get to: Actively convert mainly advisor referred sales leads into business lending opportunities. Activate new facilities and ensure a smooth hand-over for ongoing relationship management with the Customer and Partner Engagement Team. Support Business Development Managers’ sales activity requirements through generating leads, coordinating appointments, sales reporting and coordinating conversion and activation requirements. Be BDMs’ support or secondary contact for advisors and act as primary contact in absence of BDM. Assist in the coordination of advisor functions, and any other ad hoc requirements. Ensure all administration processes are adhered to and contribute to any process improvement initiatives. You will be based at our corporate office in either Sydney or Melbourne with a flexible hybrid model that includes a minimum of 2 days per week in the office and from mid-2025 a minimum of 3 days per week in the office. About you To be successful in the role you will have: Relevant tertiary education is essential e.g., Economics, Commerce, Business Management. RG 146 accreditation is essential with Margin Lending Accreditation. Knowledge and experience in stock broking or financial planning industry with an understanding of investment and gearing strategies. Demonstrated experience in converting customer needs into sales-based solutions in a financial service environment. Excellent communication skills both verbal and written with the ability to build strong relationships and negotiate with a range of stakeholders. Strong organisational and time management skills with the ability to prioritise. So, 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, please apply online with your CV and cover letter. Please find enclosed the position description for this role. Business Development Associate PD.docx Applications close COB Wednesday 19th March 2025 #J-18808-Ljbffr