Location: Dalby
Financial Services Officer
We are seeking a Financial Services Officer to join our team on a permanent, full-time basis. As a Financial Services Officer, you will play a key role in supporting both customers and colleagues with your specialist knowledge and provide ongoing training and guidance to team members, ensuring the entire branch is confident and capable in delivering our full suite of Financial Services solutions.
Responsibilities
* Branch go‐to person for all Financial Services Products
* Provide training and product knowledge to other team members regarding the Financial Services product suite
* Develop and implement an annual Branch Financial Services business plan to support yearly growth ambitions in line with the 8PP
* Implement sales campaigns aimed at identifying client opportunities across the full suite of Financial Services products, including:
o Deposits (direct servicing of client)
o Own balance sheet lending or funding provided by third party providers (refer to Financial Services Manager)
o Agri Finance loans (referral to Agri‐Finance Relationship Manager)
o Commercial and Asset Finance (referral to Elders loan writers)
o Livestock / Wool in Transit Warranty (direct servicing of client)
o Insurance (referral to Elders Insurance)
o Prepayment Facilities (direct servicing of client)
* Assist customers directly with deposit requirements by providing a one‐on‐one personalised service including:
o Opening accounts, maintenance, rollovers and general enquiries
o Undertaking and adhering to various procedures as part of the operational functions for deposits
* Ensure 100% compliance with relevant statutory legislation (e.g. AML/CTF) in the execution of operational duties
Qualifications
* Demonstrated experience in administrative functions
* Background in the Elders Branch Network or comparable experience within agriculture or related industries
* Strong interpersonal communication and stakeholder relationship management skills
* Proficiency in Microsoft Office applications and general computer operations
* Track record of delivering excellent customer service
* Able to collaborate effectively with both internal teams and external partners
* Strong organisational abilities combined with clear and effective communication skills
Diversity and Inclusion
At Elders, we strive to create a safe environment where everyone can thrive. We aspire to recognise talent, promote inclusion and celebrate diversity. No matter how you identify, we encourage talented people from all backgrounds, abilities and identities to apply for roles at Elders. We will accept applications from all people with the right to live and work in Australia.
#J-18808-Ljbffr