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Team Leader - Financial Planning Referral Unit Job Details

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Team Leader - Financial Planning Referral Unit (Ref: 668431)
Sector, Sub Sector: Other
Compliance Type: Regulatory/Compliance
Expertise: -
Company: National Australia Bank
Location: Aust - VIC Metro Oceania, Australia
Employment Type: Contract
Job Description:

At NAB, it's all about our people reaching their full potential. We are currently seeking to appoint an exceptionally, self motivated Financial Planning Referral Team Leader to lead a team within the Financial Planning department.

It will involve:

  • Motivating, coaching and leading a team of up to 15 Advisers
  • Manage team appointments and response times to customer enquiries
  • Manage customer referrals to ensure they are handled professionally and efficiently, and that appointments are made with the appropriate person in a competent manner
  • Process applications and documentation accurately
  • Completion of general reporting
  • Demonstrate professional and ethical behaviour in all your actions by ensuring compliance with external legislation, bank standards and internal operating policies

If you have:

  • Experience in leading, coaching and developing a team
  • Contact Centre experience
  • Have the ability to meet deadlines and perform under pressure
  • Excellent written and communication skills
  • Strong customer service

 APPLY NOW!

Job Ref No: 668431