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Relief customer service consultant

Melbourne
Bank Australia
Customer Services agent
Posted: 7 May
Offer description

Posted: 06/05/2025

Closing Date: 06/06/2025

Job Type: Permanent - Full Time

Location: Fitzroy

Job Category: Banking and Financial Services

Do you want to be part of using the business of banking as a force for good? Do you want to create positive impact for people and the planet? Bank Australia is the bank for people who want to be part of a movement creating a fairer and more just world.

We're growing fast as more people choose to align their banking with their values. We're a customer owned, B Corp certified bank. We empower our staff and 185,000+ customers to be part of the clean money movement.

We currently have a permanent, full time opportunity for a Relief Customer Service Consultant to join our Fitzroy branch. The successful applicant will be self-motivated, have excellent communication and interpersonal skills and enjoy working in a team environment.

**Why join us**
- We have big plans to become Australia's most trusted bank and a leading purpose-driven business.
- As a certified B Corp, we're part of a global business community who meet the highest social and environmental standards, putting purpose over profit.
- Every role and person in our bank is essential to bringing our values, purpose and aspiration to life.
- We offer flexible working options, competitive salary and 13% super.
- Our staff have access to a range of meaningful benefits to support their physical and mental wellbeing including 24/7 free counselling, free flu vaccinations and discounted gym memberships.
- We also support staff with study assistance, paid parental leave (regardless of gender), volunteer, bereavement, gender affirmation and family violence leave; and the opportunity for bonus annual leave.
- We support our staff to grow their careers through learning and development and an organisational culture where we reward and recognise innovation and values, not long hours.
- We are committed to building an inclusive culture and a diverse workforce that reflects the Australian community.
- We care for a conservation reserve - where we work with key partner organisations to protect threatened species and involve staff in conservation.

**What you will be doing**
- Commitment to optimum professional, efficient and friendly service at all times in accordance with Customer Division Service Standards
- Accountable for contributing towards Branch and Group targets as directed to assist the Customer Division achieve its goals
- Strive to develop long term mutually rewarding relationships between Bank Australia and our customers
- Identify opportunities to market Bank Australia's range of financial products and services with the aim of achieving quality customer outcomes and meeting KPI's
- Assist customers with their insurance enquiries via referral to specialist teams (Allianz or Honey) including quotes and sales. Assist customers with their daily financial needs in an efficient and courteous manner
- Assist customers with their lending enquiries via referral to specialist teams
- Maintain and reconcile cash float daily. Immediately report any cash discrepancy to the Customer Service Manager.
- Open new accounts in accordance with documented procedures and legislative requirements
- Process transactions as directed. Maintain accounts including changes to personal and account information - Participate in staff training and development. Remain aware of current emergency and armed hold-up procedures
- Always maintain personal and Branch presentation at a high standard. Ensure customer and promotional materials are maintained
- Provide feedback to management on ways to improve the quality of products and services provided to customers
- Assist other team members with their duties. Provide on-the-job training to other team members as identified and directed.
- Promote Bank Australia in a positive and professional way in relation to our purpose and values
- Perform any other duties consistent with the position classification as directed by Bank Australia.

**What you will bring**
- Previous customer service/sales experience is essential
- Flexible approach to work and willing to travel between Bank Australia branches as required
- Confidence in building strong relationships with customers - Well-developed written, verbal and interpersonal skills
- The ability to determine priorities and work effectively under pressure
- Commitment to Bank Australia's purpose, aspiration, values and brand as well as the B Corp ethos.

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