About the Role
You'll play a key role in providing exceptional customer service by identifying and responding to customers' financial needs.
Your day-to-day will involve engaging customers in meaningful conversations to uncover their current and future goals, then matching them with the right banking solutions.
As part of your proactive rhythm, you'll maintain regular contact with new and existing customers, manage leads, and book appointments to deepen relationships and drive retention.
You'll also support the development of your team by coaching Customer Service Officers on quality conversations, lead identification, and service excellence.
This role is a launchpad for a future in lending, with structured training in lending fundamentals and a clear pathway toward becoming a Lending Specialist.
About You
You're a confident communicator with a genuine passion for helping people. Previous experience in customer service, ideally within banking or financial services, is preferred.
You approach challenges with a proactive, solutions-focused mindset and a “can-do” attitude. Your attention to detail and ability to navigate financial systems will help you succeed.
About Us
We are committed to diversity and an inclusive workforce. We celebrate, value and include people of all backgrounds, gender and expressions, sexualities, cultures, bodies and abilities.