Variations Consultant - Personal Banking - Banking & Financial Services - Sydney

Variations Consultant – Macquarie Personal Banking Direct - Sydney

  • Sydney CBD location
  • Join a successful growing market leader with a strong reputation

About the role:

At Macquarie, we’re committed to helping our customers achieve their financial goals, which means we place a strong emphasis on customer engagement so we can offer innovative solutions that fulfil our customers’ evolving financial needs.

In this role you will utilise your advanced communication skills and in-depth understanding of home loan processes to conduct engaging conversations with customers looking to vary their existing home loan structure. Supported by an experienced and dynamic team you will be responsible for managing, packaging and submitting a pipeline of variation queries generated by inbound calls, emails and referrals. Ultimately, we want our customers to know that Macquarie is here to support them on their journey to owning their home or developing their investment portfolio through attentive and high quality customer service.

Key Responsibilities

  • Managing inbound requests from customers regarding technical variations and a range of general consents.
  • Having a high attention to detail to ensure the quality and accuracy of all applications handled
  • Being results-oriented and committed to achieving your individual KPIs
  • Effectively utilising our CRM system to organise and manage your pipeline and record outcomes
  • Effectively identifying and communicating all leads, cross sells and solutions to other areas of the business
  • Working effectively in a dynamic team environment

 About You:

Working as part of a strong team in a performance focused business with a market leading product-set, you will play a key role in our success. Your strong achievement drive and commitment will help the growth of the team and support them to achieving challenging business goals. You will possess:

  • Tertiary Qualifications (Business / Economics / Accounting / Finance)
  • 2+ yrs Financial Services experience (Home Loans experience essential)
  • Proven experience in a customer facing role with a strong customer oriented mindset
  • Advanced verbal and written communication skills
  • Understanding of credit policy and processes
  • An ability to work independently and be highly self-motivated

If you have a passion for lending and customer engagement and want to build a career with a market leader then please submit your application online through the provided link. 

About us:

Banking and Financial Services Group comprises Macquarie's retail banking and financial services businesses, providing a diverse range of personal banking, wealth management and business banking products and services to retail customers, advisers, brokers and business clients. 

Find out more about Macquarie careers at

Macquarie understands the importance of diversity and inclusion - our long history of success has come from being different. At Macquarie we value the innovation and creativity that diversity of thought brings. The one thing we all have in common is our focus on high performance. If you're capable, motivated and can deliver, we want you on our team.

We facilitate a range of flexible working arrangements within our teams. Talk to us about what flexibility is available.

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