Customer Service Role

Introduction: About Summerland Welcome to Summerland, where banking meets community values. We are a customer-owned bank and a certified B Corporation, dedicated to serving the residents of a vibrant Northern Rivers Region. At Summerland, we prioritise the well-being of our customers and our environment, ensuring that every financial decision we make aligns with our commitment to social and environmental responsibility. As we continue to grow, we are seeking passionate individuals who share our vision and want to contribute to the positive impact we make in our community. Join us and become part of a team that values integrity, sustainability, and the power of banking for sustainable community.

About The Opportunity

Join our growing Contact Centre team, serving customers across our footprint in the Northern Rivers and Southern Gold Coast. Supporting our local community, you will be the first point of contact for customers when they call, delivering impactful customer experience that leads to enduring relationships. You will provide a superior service that meets the needs of our valued customers by delivering retail banking and lending products through various channels, including phone and email.

Monday to Friday with a monthly roster of early start and late finish. Work from home option 1 day a week (after successful completion of probation).

Whilst preferred, it is not essential for you to have a background in banking as we can teach the successful candidate all they need to know. What is most important is that your personal values align with our culture; possessing a positive can-do attitude and a commitment to genuine and meaningful conversations with the ability to link customer needs to the features and benefits of the most appropriate solutions.

This role provides career opportunities in retail banking and lending.

A Day in the Life of a Customer Service Banker (Banking Advisor) in the Contact Centre

• Provide exceptional customer service over the phone.
• Open accounts and assist customers with enquiries around their current accounts over the phone.
• Answer enquiries about our products and services.
• Have meaningful conversations to provide the best outcome for customers helping them achieve their financial goals.
• Be brave and work with customers to set goals for aspirational financial targets.
• Stay connected with current and prospecting customers via phone and email.
• Receive support from team and Manager.
• Receive ongoing support and development during our extensive 4-week Induction and 6-month Probation Period.
• Receive coaching from Manager and regular monthly catchups.

Working for Summerland

Our values are: People Matter Most | Be Brave | Default to Positivity | Make Each Other Proud | Keep it Simple

Our value of 'People Matter Most' is the cornerstone of Summerland as we know our people are integral to the success of the business. Summerland is committed to creating a culture that enables staff to reach their full potential. Our people are guided by the customer-owned banking philosophy with staff working together with an approach that is collaborative, open, and transparent to ensure the sustainability of community.

What We Can Offer

In return for your hard work and dedication you will receive:

• Attractive Salary + 12% Super
• Additional 5 days leave (pro-rata for part-time)
• Access to paid volunteer leave (pro-rata for part-time)
• Concessions on retail banking and loans products

Other benefits include:

• Transformational culture - award winning culture
• Extensive development and recognition program
• Flexible work options
• Wellbeing framework including Employee Assistance Program (EAP)
• Working with a professional, passionate, and friendly team

Description:

Join our team. Apply today

If you are passionate about this role, and can demonstrate the skills and experience required, then we look forward to hearing from you.

Recruitment Pack & Position Description.

To view the Position Description, please visit our Careers page.

Click "Apply" and upload your resume and cover letter addressing the selection criteria in your application.

Applications Close Sunday 28 September 2025.

For further information about the position details or if you require any reasonable adjustments to the recruitment process or the role, please contact People & Culture on 1300 728 728

Skills and Experiences:

Our Recruitment Process

Summerland promotes a culture that actively seeks to include, welcome, and value diversity to enable people to contribute their best work. We encourage people of all abilities, Aboriginal and Torres Strait Islander people, those wanting to return to the workforce, young people, and people from culturally diverse backgrounds to apply for this job.

Our screening process will include a mixture of online screening and assessment tools. As a guide, you should expect the process to include the following components:

• Resume and Cover Letter Screening
• Initial Phone Interview
• Live Online or Face-to-Face Interviews

To find out more about Summerland, our culture and benefits, please visit: www.summerland.com.au