About the Role
We are seeking a dedicated professional to deliver exceptional service to our members across various brands.
This role requires strong communication and interpersonal skills to effectively action member requests. You will work collaboratively in a supportive team environment, driven by shared goals and a positive culture.
Key Responsibilities
* Engage with members to identify needs and recommend suitable products
* Build strong relationships through quality conversations and education
* Work towards achieving office targets and key performance indicators
* Process transactions, foreign exchange, and credit card applications accurately
* Identify third-party products aligned with member needs
* Maintain compliance with financial legislation and internal standards (e.g., NCCP, AML/CTF, Privacy Act)
* Stay informed through meetings, training, and internal resources
* Complete daily procedures and maintain office security
* Follow complaints handling and dispute resolution procedures
* Maintain a clean, safe workspace in line with workplace health and safety policy
* Perform other duties as delegated by Branch Lead or Manager
About You
* Strong customer service and communication skills
* Team-oriented with proven collaboration experience
* Knowledge of banking products and services
* Effective time management and adaptability
* Sales ability with a solutions-focused mindset
* Practical problem-solving and procedural understanding
* Accurate data entry and record keeping
* Intermediate Microsoft Office skills (Outlook, Word, Excel, OneNote, Skype)
* Understanding of financial legislation and codes of practice
Skills and Qualifications
* Financial Services Reform Tier 2 Accreditation (or willingness to complete)
* Cert IV in Financial Services or Finance & Mortgage Broking (desirable)
* Experience in member services within a financial institution (preferred)