Client Support Specialist

1 week ago


Hobart, Tasmania, Australia Jobs via eFinancialCareers Full time
About the Role

As a Customer Service Representative, you will be part of a dedicated team focused on enhancing customer satisfaction and community engagement. Your role is crucial in delivering exceptional service that resonates with our clients.

Key Responsibilities
  • Establish a personal rapport with clients through engaging conversations.
  • Assist clients in navigating our in-branch technology and digital banking services.
  • Address clients' transactional inquiries, ensuring a positive experience.
  • Conduct Financial Health Assessments to understand clients' financial situations and needs.
  • Facilitate interviews and process applications for personal loans, credit cards, and related products.
  • Proactively reach out to clients to foster relationships and invite them for financial consultations.
  • Comply with company protocols, including accurate transaction reconciliation and financial reviews.
  • Participate in community initiatives and events to enhance client engagement.
  • Prioritize the safety and well-being of your colleagues.
  • Utilize feedback tools to gather client insights and implement improvements.
Ideal Candidate Profile
  • Possesses strong questioning skills to identify effective solutions, demonstrating integrity and a client-first approach.
  • Brings a passion for service excellence, capable of working independently while also collaborating with specialists to meet client needs.
  • Exhibits the ability to thrive in a dynamic retail environment, providing comprehensive solutions with a broader perspective.
  • Demonstrates a genuine commitment to client welfare and ethical practices.
Why This Role Matters

This position plays a vital role in shaping the client experience and fostering a supportive community. Your contributions will directly impact our clients' financial well-being and satisfaction.



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