Customer Service Advisor

The Role

We are seeking a polished and motivated Customer Service Advisor to join a premier financial institution within Melbourne CBD. As the first point of contact for our customers, you will represent the professional standards of our brand. This role is designed for a service-driven professional who thrives in a fast-paced environment and is passionate about delivering high-quality outcomes.

Key Responsibilities:

• Customer Engagement: Deliver friendly and professional service to all customers, ensuring a premium branch experience.

• Service Excellence: Facilitate a wide range of personal banking transactions with high attention to detail and accuracy.

• Digital Advocacy: Educate and assist customers in adopting digital banking platforms to enhance their banking convenience.

• Needs Discovery: Engage in meaningful consultations to identify client needs and provide appropriate referrals to internal specialists.

• Compliance: Adhere strictly to banking regulations, privacy acts, and internal risk management protocols.

Selection Criteria

To be successful in this role, you will demonstrate a positive approach to problem-solving and a genuine interest in the financial services sector.

• Experience: A minimum of 1-2 years of experience in a high-touch customer service environment

• Communication: Exceptional verbal and written communication skills with the ability to build rapport with a diverse clientele.

• Banking Knowledge: Previous experience in the financial services industry is highly regarded but not a prerequisite; training will be provided.

• Technical Proficiency: Strong aptitude for learning new software systems and navigating digital tools.

• Mandatory Requirement: You must hold full working rights in Australia.

What We Offer

• Professional Development: Access to industry-leading training and mentorship.

• Prime Location: Melbourne's CBD location close to public transport

• Culture: A collaborative and inclusive team environment that values professional integrity and excellence.