Broker Support Officer

Want to play an important role in supporting our Third-Party Distribution team and assisting our broker clients? Sounds like you? Apply now!

What We Offer

We’ve created a culture of cohesiveness and inclusivity. Our employees enjoy:

• Professional development opportunities through mentoring, job appreciation, e-Learning and support of external qualifications
• We recognise our employees for their effort and contribution through our on-the-spot, quarterly and annual recognition programs
• Independent and free well-being support through our employee assistance program
• Competitive pricing for staff home loans and associated benefits
• Fun social events throughout the year to maximise connection with your colleagues
• A positive kick-start to the day with fresh fruit and real coffee

Our Sydney CBD Head Office offers a modern working environment in the heart of Sydney, close to transport, shopping and dining options. We’re also open to hybrid working for our people to ensure balance between work and home life.

About the Opportunity

Based in either Sydney or Melbourne, this role provides end-to-end support for a range of Third-Party Distribution stakeholders (BDMs, RMs Brokers and Broker Clients). Reporting to the Chief Retail Banking Officer, key responsibilities include:

• Ensure the broker and broker customer is at the centre of everything we do and take ownership of process efficiency and improvements
• Growing Third Party Banking in line with sales strategy to increase market share through a set visitation programme and desk based service;
• Assist with the maintenance requests of the existing broker portfolio (i.e. variations, top-ups, retention, pricing reviews etc.);
• Maintaining Aggregator Relationships and introducer agreements;
• Keep up-to-date regarding BOS products/rates and competitor products/rates

About You

We are seeking someone with the following qualifications, skills and experience:

• Completion of Year 12 – HSC, VCE or equivalent essential with Tertiary Qualification preferred
• Previous Finance industry experience required preferably in a similar role and prior retail experience in either small business, banking or finance.
• Understanding of the P&L implications of pricing and resourcing to maximise profits.
• Strong business and commercial acumen.
• Highly developed influencing skills and well developed networking skills
• High level computer skills – Microsoft Word, Excel and PowerPoint.
• Excellent interpersonal skills
• Demonstrated personal community focus and drive to build relationships in the community
• Passion to delight customers and build relationships

Sounds like you? To join our Bank where people and relationships matter - apply now!

About Bank of Sydney

Bank of Sydney is a growing, thriving bank that’s proudly built on multicultural, community banking foundations and a human connection with our customer. Our shared vision is focused on the growth of our people by nurturing their talent and developing their skills. With us, your career is in safe hands!

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