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Customer service role (banking advisor) - south region (ballina shire)

Ballina
Summerland Bank
Customer Services agent
Posted: 5 October
Offer description

Overview

Customer Service Role (Banking Advisor) - South Region. Full-time permanent position in the South Region (Kyogle, Casino, Ballina, Evans Head and Grafton) with potential relocation to other branches in the South region to suit business needs. The role focuses on delivering exceptional retail banking and lending product support through branch, phone, and email channels, and building lasting relationships with customers in a community-focused, customer-owned bank setting.

Responsibilities

- Provide exceptional customer service and relief to branches within the South Region.
- Open accounts and assist customers with their current accounts face-to-face.
- Engage in meaningful conversations to identify needs and link them to appropriate banking solutions.
- Converse with customers to set aspirational financial targets and goals.
- Stay connected with current and prospective customers via phone and email.
- Receive support from the team and Manager, with ongoing development during a 4-week induction and 6-month probation period, and regular coaching from a Manager.

Qualifications and Attributes

- Background in banking is preferred but not essential; training will be provided to successful candidates.
- Personal values aligned with our culture: positive can-do attitude, genuine and meaningful conversations, and the ability to connect customer needs with appropriate solutions.
- Customer-focused with strong communication and relationship-building skills.

What We Can Offer

- Attractive salary + 12% superannuation
- Additional 5 days of leave
- Access to paid volunteer leave
- Uniform allowance
- Access to travel kilometre claims for travel to branches in the South Region
- Concessions on retail banking and loan products
- Transformational culture, extensive development and recognition program, flexible work options, wellbeing framework including EAP, and a collaborative team

Additional Information

- Join our team. Applications close Sunday 12 October 2025.
- For further information or to request reasonable adjustments to the recruitment process, contact People & Culture at.

How to Apply

Click "Apply" and upload your resume and a cover letter addressing the selection criteria on our Careers page.

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📌 Customer Service Role (Banking Advisor) - South Region
🏢 Summerland Bank
📍 Ballina Shire

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