**Req ID**: 82293
**Department**: AR Customer Services Ops Customer Servicing Retail
**Division**: Australia Retail
**Location**: Melbourne
About Us
At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.
About the Role
As an Offboarding Specialist, you will be accountable for completing operational processes that initiate and process closure of customer accounts including managing the process of exiting customer accounts with a positive balance and returning customer funds via cheque, managing customer inquiries, and handling returned cheque, charity payments and/or unclaimed funds. In addition, you will support team members with various Home Loan Servicing and Maintenance tasks as required, helping to maintain high service levels and efficiency within both the immediate and broader teams.
Banking is changing and we're changing with it, giving our people great opportunities to try new things, learn and grow. Whatever your role at ANZ, you'll be building your future, while helping to build ours.
**Role Type**: Permanent
**Role Location**: Level 8, 833 Collins Street, Melbourne, VIC 3008
**Work Hours**: Full Time
What will your day look like?
**As an Offboarding Specialist, you will be responsible for**:
Review customer accounts (with positive balance) scheduled for exit, ensuring all required documentation and compliance records are complete.
Prepare and issue cheques for exited accounts, ensuring accuracy of amounts and details.
Verify positive account balances before cheque issuance and promptly address any discrepancies.
Conduct regular account reconciliations to ensure all transactions align with financial records.
Identify and resolve any inconsistencies or issues related to customer's positive balances or payments.
Maintain a record of charity payments and unclaimed funds, ensuring compliance with relevant regulations.
Keep accurate records of all offboarded accounts with positive balances and cheque transactions for audit and compliance purposes.
Generate reports on the offboarding process wherever required for management review.
Manage relationships with key stakeholders, ensuring clear communication, alignment, and timely decision-making.
Coordinate with internal and external stakeholders to address concerns, provide updates, and support project objectives.
Support the continuous review and updating of process documents and assist with ongoing training initiatives
Able to cross-train in other Servicing and Maintenance functions to ensure operational continuity.
Manage the offboarding process for non-compliant customers in line with ANZ policies.
What will you bring?
To be successful in this role, you will ideally bring the following:
Detail-oriented and highly organized
Ability to work independently and manage multiple priorities
Strong ethical standards and professional demeanour
Excellent written & verbal communication skills
Capable of working in a dynamic and fast-paced team, and able to support team and multiple team functions
Skilled in planning, organising, and prioritising tasks
Experience in banking and finance, including services, products, and systems
Ability to communicate effectively with all levels of management, build strong referral networks and manage stakeholder relationships
Strong analytical and problem-solving skills, and MS Excel capabilities
Able to make sound, risk-based decisions using relevant information
Flexible and able to respond effectively to changing circumstances
You're not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we'd love to hear from you.
So why join us?
From the moment you join ANZ, you'll be doing meaningful work that will shape a world where people and communities thrive.
But it's not just our customers who'll feel your impact. You'll feel it too. Because at ANZ, you'll have the resources, opportunities, and support you need to take the next big step in your career.
We're a diverse bunch at ANZ in different roles, different locations, doing different things. That's why we have a range of flexible working arrangements, so our people can 'make work, work for them'. We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more.
Job Posting End Date
16/12/2024, 11.59pm, (Melbourne Australia)