Customer Service Role
About this position, you'll be the main point of contact for customers in our branch. You will work closely with a team to provide top-notch service by understanding and addressing customers' financial needs.
You will engage customers in meaningful conversations to uncover their current and future goals then match them with suitable banking solutions from everyday accounts to credit cards personal loans and more.
You will manage loan maintenance requests such as adding funds adjusting prices and making changes ensuring a smooth and transparent experience for the customer.
You will also play a key role in identifying opportunities for referrals to specialist teams including home lending and business banking to ensure customers receive comprehensive support.
As part of your regular routine, you will maintain regular contact with new and existing customers manage leads and book appointments to deepen relationships and drive retention.
In addition to customer-facing responsibilities, you will help develop your team by coaching customer service officers on quality conversations lead identification and service excellence.
You will also champion digital banking tools helping customers build confidence in managing their finances online.
This role is a stepping stone for a career in lending with structured training in lending fundamentals and a clear pathway toward becoming a lending specialist.
Requirements
* A confident communicator with a genuine passion for assisting people.
* Previous experience in customer service preferably within banking or financial services.
* Knowledge of consumer lending is beneficial.
* A proactive solutions-focused mindset and a "can-do" attitude.
* The ability to navigate financial systems with ease and attention to detail.
* A collaborative spirit and a drive to go above and beyond for customers and colleagues.