Client Services Officer
1 week ago
Our Lending team in Geelong is looking for a motivated and people focused individual to join the team as a Client Services Officer on a full-time basis.
As a Lending Client Services Officer you will be part of a close-knit and supportive team with a focus on innovation and collaboration. You will be supporting our Lending Advisers by doing a variety of compliance and administrative tasks to ensure our clients are well taken care of.
What will your typical week look like?
You will provide support and complete both compliance and administrative tasks, ensuring they are delivered effectively and efficiently. We focus on looking after our clients and our people.
- Assist with administration tasks including file, maintaining client records and data entry
- You will support the Lending Advisors within our Lending team to provide a timely and positive experience for our clients
- Ensure timely completion of all client related tasks in their local office or designated region
- Utilize various CRM databases and platforms to submit residential and equipment finance applications
More about the perks
- Flexible work arrangements and varied work experiences
- Clear and supportive career progression opportunities
- Ongoing training and development to support your growth
- Make a difference through charitable programs and community engagement
Let's talk about you
You are someone with.....
- Administration experience with strong attention to detail (preferred)
- Effective communication and interpersonal skills, with confidence in dealing with clients and stakeholders
- Competency in Microsoft Suite, including Outlook, Teams, Word and Excel.
- Lending/Banking experience is preferred but not essential
Let's talk about our team
- Collaborative team that values diversity and inclusivity
- Supportive work environment with opportunities for career growth and development
- Strong client-centric focus and commitment to providing excellent service
- Experience a dynamic and rewarding career with Findex
About us
Why Findex? #writeyournextchapter
We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout our communities.
We are passionate about what we do and how we do it. Do you want to be part of a team that moves together, operates in a high trust environment, and celebrates success?
If this sounds like you, we look forward to meeting you. Apply now
Next steps?
Apply now – we can't wait to hear from you Please note, you will be directed to our careers page to apply.
Please note:
Only candidates with valid work rights within Australia will be considered.
This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.
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