About the Role

Join a dynamic and supportive team in one of Australia’s leading financial services companies. As a Client Services Officer, you’ll be the first point of contact for our customers, helping them with everyday banking needs, resolving queries, and delivering exceptional service.

Key Responsibilities

• Handle inbound customer calls regarding accounts, transactions, and banking products.
• Take ownership of the customer ensuring the best possible outcome.
• Provide accurate information and resolve issues efficiently.
• Identify customer needs and offer appropriate solutions or referrals.
• Maintain compliance with banking regulations and internal policies.
• Update customer records and manage confidential information securely.
• What We’re Looking For

About the Role

Join a dynamic and supportive team in one of Australia’s leading financial services companies. As a Client Services Officer, you’ll be the first point of contact for our customers, helping them with everyday banking needs, resolving queries, and delivering exceptional service.

Key Responsibilities

• Handle inbound customer calls regarding accounts, transactions, and banking products.
• Take ownership of the customer ensuring the best possible outcome.
• Provide accurate information and resolve issues efficiently.
• Identify customer needs and offer appropriate solutions or referrals.
• Maintain compliance with banking regulations and internal policies.
• Update customer records and manage confidential information securely.
• What We’re Looking For