Deceased Estate Advisor

2 weeks ago

Brisbane, Queensland, Australia Great Southern Bank Full time

About the role.

As a Deceased Estate Advisor, you will be responsible for co-ordinating all matters related with a deceased customers' accounts in a caring and empathetic way.

You will be working closely with family, executors, solicitors, or The Public Trustee to obtain the required documents needed to finalise the estate matter with sensitivity.

The role will also require an analytical approach to a variety of complex situations that may arise as part of the transition.

It will require a collaborative outlook and working across various business units to deliver an excellent customer outcome.

Role Responsibilities

  • You will perform a diverse range of tasks including closure of deposit and credit accounts including overdrafts, credit cards and personal/home loans.
  • Daytoday management for all matters relating to assessment and review of Deceased Estate mail.
  • Liaising with internal and external stakeholders to advise requirements relative to each estate matter.
  • This would include reviewing, communicating, and responding to Family, Executors, Solicitors or The Public Trustee and within Great Southern Bank to progress the matter and deliver the right outcomes.
  • Deceased Estate matters require a heighten sensitivity and knowledge in areas of banking.
  • In every instance it's expected the best outcome for our customers and Great Southern Bank is reached.

What we're looking for

  • 12 Months experience in customer service or financial services industry
  • Experience in Financial services is preferred but not essential
  • Keen attention to detail.
  • Problem solver.
  • Competent computer skills with high level of accuracy.
  • Ability to work independently and as part of a team.

What's in it for you?
We want you to make an impact.

You can be part of a growing and innovative organisation, with the ability to influence the people, culture and practices of Great Southern Bank to keep us at the top of our game.

You will be able to make a bigger difference with us While we might be a bit smaller than the majors, your circle of influence is infinitely greater.

You will see the immediate results of your work, be recognised for your achievements, and be provided with the support you need to help balance your career.

We believe that investing in our people is central to upholding our great culture.

To help you be at your best, we provide a collaborative, flexible and supportive working environment that helps you balance career, family, health and the things you love doing.

We have a variety of employee benefits that you can access from discounted financial and insurance products, a variety of leave options, and benefits and incentives covering, health, wellness and lifestyle options.

Read more about these exciting benefits on our careers site

  • At Great Southern Bank, we're committed to building a strong, inclusive and diverse workplace, where people feel a sense of belonging, are valued, connected and respected. We value diverse backgrounds, cultures, abilities, ideas and experiences; recognising the benefits they bring to our work, our communities and the way we help our customers. We support and promote an inclusive culture through flexible ways of working, collaboration, fair and equitably decision making that empowers our people to be at their best every day._
- #LI-Hybrid_

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