07 Sep 21
by
2021 BFSO Young Ambassador
You’re the CEO of a large organisation. A large portion of your workforce has shifted to working from home during the COVID pandemic. During this, you’ve gained some great efficiencies, but equally you’ve heard reports of employees who have been doing things other than work during work hours...
You’ve been working for six years in a retail bank in the same role with limited career progression. Realising your career growth is limited in this role, you recently applied for a role with a different organisation that will see you take a significant leap in your career, and higher salary. You were so excited at the new prospect you signed the contract last week....
27 Aug 21
by
2021 BFSO Young Ambassador
You're a new relationship manager at a business bank. You applied for the role on the basis of the organisation’s clear ESG focus and strong commitment to supporting growing businesses in the renewables and electric vehicle space. One of your new clients - a growing electric vehicle manufacturer - is seeking a loan to expand its operations so that electric vehicles may be more widely available in Australia.
19 Aug 21
by
BFSO 2021 Young Ambassador
You’re currently working with a colleague who you have a strong relationship with on a fast-paced project. They’ve confided in you that they’ve been struggling recently managing their workload and their increased caring duties at home during lock-down.
11 Aug 21
by
2021 BFSO Young Ambassador
You've just moved to a new middle management role at a large financial institution. The organisation has recently released an initiative requiring all employees to receive a vaccination.
You work in financial advice and have good a relationship with a number of your clients. You are Executor of the Will for one of your long-standing clients who passed away recently.
You’re a graduate and have been rotated to the data analytics team at a retail bank. The team you’ll be working with have done some work putting historical datasets into an AI tool to identify a customer cohort that would be a fruitful customer base to market a new home loan rate to.
Two employees in your team, Alex and Jesse are in a relationship. They have disclosed their personal relationships in accordance with company policy which permits relationships between employees of equal standing but has a zero tolerance rule against relationships between superiors and their direct reports.
You work in the Change and Communications team for a large financial institution that is moving to a hybrid working model.
Your manager has informed your team of a confidential organisational project underway...
You’re a loan officer working in a large financial institution and a loan application has landed on your desk from a new customer. You recognise the name of this high-profile individual who is ‘allegedly’ part of a drug cartel...
You’re leading an important project to secure a tender worth a significant amount of money to your financial institution.
You are the newest (and youngest) employee to join a boutique wealth management company. The person you are replacing (Antonio) was poached by a competitor and didn’t leave a lot of time to handover.
You’re a middle manager, working in commercial lending at a bank. The organisation is very purpose and values driven and focussed on sustainability and ethical practices.
You are the Head of Procurement at a health insurance company and Ingrid – a high performing employee who has been in her role for two months and reports to you - has come to you to make you aware of some action she took recently to secure a contract.
Should drinking alcohol be a requirement if you work for an alcohol retailer and manage supplier relationships?
To keep or change the organisational culture?
Should an organisation that supports employees bringing their whole selves to work take in to account an individual's view, if it means they won't endorse an organisational priority?
28 Apr 21
by
HR Manager (Anonymous)
When it comes to job interviews, it's not just the recruiter's opportunity to grill the candidate, but the candidate's opportunity to grill the recruiter. This allows the candidate to gain as much information as possible to make an informed decision that is right for them personally and professionally. But how transparent are recruiters expected - or able - to be when it comes to tough questions from the candidate?
22 Apr 21
by
Jodi O'Callaghan
Raising consciousness about the use of language is about finding ways to engage everyone and being respectful. So what would you do when language used by colleagues in the workplace makes you feel uncomfortable?
Many of us experience personal tragedy at some time in our lives. To what extent it impacts us is different for everyone. But what happens when it starts impacting your performance at work?
30 Mar 21
by
Dr Simon Longstaff
The decision by the Board of The BFSO to reintegrate the organisation into its spiritual home, The Ethics Centre, provides a wonderful opportunity to build on over three decades of work that began with the launch of the Centre in 1989.
30 Mar 21
by
Pauline Vamos on behalf of The BFSO Board
Having been on the Board of The BFSO since 2013 and now seeing The BFSO return to its spiritual home at The Ethics Centre, Pauline Vamos outlines what the industry needs to do next to ensure ethics is embedded at both the organisational and individual level.
Your workplace has hit the fundraising target it set out to achieve and there is a surplus of funds over and above the target. The head of the fundraising committee who is your branch manager would like to take the group out to celebrate, using some of the surplus funds...
30 Mar 21
by
Felix Ryan, ANZ Graduate
After attending an introductory ethics session with his fellow graduates and Dr Simon Longstaff, ANZ graduate Felix Ryan reflects on why he thinks young people are the future leaders responsible for driving change in financial services.
Who - if anyone - should be responsible for providing refreshments to those attending a meeting?
What is your view of sickies? Are they there to be used only when you're sick? Or is it ok to use them for a day off?
At a social event with people you know well, your friend Elena tells the story of a former colleague of hers - Tom - who was accused of sexual harassment about 10 years ago. Elena explains the matter was played down at the time, kept confidential by the organisation and there was no formal complaint or record.
You're the Head of Learning & Organisational Development in a medium sized general insurance company. The organisation recently rolled out 'Unconscious Bias' training to all middle managers. You've invested a significant amount of money in this training with a consultancy and now been asked by your CEO to report on it's impact, so it can be presented to the board.
You had discussed with the consultant at the time of engagement that there would be measures in place to report o...
17 Feb 21
by
The Banking and Financial Services Oath
As a graduate that joined a retail banking institution six months ago, you’re currently on rotation in the Learning and Development (L&D) team.
You work in the finance department of a medium sized financial institution. It is end of month and employees across the organisation have submitted their monthly expense claims to you.