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Customer service role

Ballina
Summerland Bank
Customer Services agent
Posted: 6 October
Offer description

Customer Service Role (Banking Advisor) - South Region

Welcome to Summerland, where banking meets community values. We are a customer-owned bank and a certified B Corporation, dedicated to serving the residents of a vibrant Northern Rivers Region.

We are looking to fill a full-time permanent customer service role in the South Region (Kyogle, Casino, Ballina, Evans Head and Grafton). This role will provide assistance in the branch network in a relief role and may be relocated to another branch permanently in the South region to suit the business needs.

You will provide superior service that meets the needs of our valued customers by delivering retail banking and lending products through various channels, including phone and email. Supporting our local community, you will be the first point of contact for customers when they walk into our branches, delivering impactful customer experience that leads to enduring relationships.

Your product knowledge, service experience and agility in meeting customer needs grows our customer base and brand awareness. Whilst preferred, it is not essential for you to have a background in banking as we can teach the successful candidate all they need to know.


A Day in the Life of a Customer Service Banker (Banking Advisor)

* Provide exceptional customer service.
* Provide relief to branches within the South Region.
* Open accounts and assisting customers with their current accounts face-to-face
* Have meaningful conversations to provide the best outcome for customers helping them achieve their financial goals.
* Be brave and work with customers to set goals for aspirational financial targets.
* Stay connected with current and prospecting customers via phone and email.
* Receive support from team and Manager.
* Receive ongoing support and development during our extensive 4-week Induction and 6-month Probation Period.
* Receive coaching from Manager and regular monthly catchups.


Working for Summerland

Our values are: People Matter Most | Be Brave | Default to Positivity | Make Each Other Proud | Keep it Simple

Our value of 'People Matter Most' is the cornerstone of Summerland as we know our people are integral to the success of the business.


What We Can Offer

* Attractive Salary + 12% Super
* Additional 5 days leave
* Access to paid volunteer leave
* Access to claim kilometres for travel to branches in the South Region
* Concessions on retail banking and loans products

Other benefits include:

* Transformational culture
* Extensive development and recognition program
* Flexible work options
* Wellbeing framework including Employee Assistance Program (EAP)
* Working with a professional, passionate, and friendly team

If you are interested in a career in financial services, starting in a Customer Service role is the first step towards a fulfilling career working alongside a diverse and inclusive culture that is local and community focused.

To apply, please upload your resume and cover letter addressing the selection criteria.

Applications Close Sunday 12 October 2025.

Summerland promotes a culture that actively seeks to include, welcome, and value diversity to enable people to contribute their best work.


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