Customer Service Specialist

2 days ago

Canberra, ACT, Australia beBeeRelationship Full time $90,000 - $120,000
Job Description:

We are seeking a highly motivated and skilled professional to join our team as a Relationship Associate. As a key member of the Business & Private Banking team, you will be responsible for providing servicing support to customers and Private Client Managers within a partnership to deliver exceptional customer service.

Your primary responsibilities will include:

  • Building relationships with customers through retaining local knowledge and aligned to local teams.
  • Driving customer advocacy by being an empowered case resolver for customer servicing enquiries.
  • Supporting Relationship Managers to complete customer servicing tasks and maximising utilisation of value chain stakeholders to assist in the timely completion of customer requests.
  • Accountable for customer adoption of digital channels including education of customers to transition to self-servicing channels to simplify customer banking.
  • Centre of Excellence for onboarding new to bank customers and completion of KYC requirements including accountability for quality and time to cash metrics.
  • Identifying ways in which we can continue to meet or better support our customer needs through such as specialised requirements and engagement with our specialist bankers.
  • Proactive management of Term Deposit Rollovers and opening of new Term Deposit Accounts.
Required Skills and Qualifications:

To succeed in this role, you will need to possess:

  • Tertiary qualification in Banking & Finance or a business-related discipline.
  • Understanding of KYC onboarding compliance requirements with strong communication skills.
  • Knowledge and understanding of digital platforms and customer self-service channels.
  • Ability to deliver superior customer service on a consistent basis.
  • Foundational NAB System Knowledge, proficiency in Siebel and Ebobs desirable.
  • Ability to analyse financial data and willingness to further develop business and financial acumen.
Benefits:

This role offers a unique opportunity to work in a dynamic and fast-paced environment, where you will have the chance to make a real impact on our customers' lives. You will also have access to ongoing training and development opportunities to help you grow your skills and career.

Others:

We are committed to creating a workplace culture that values diversity, equity, and inclusion. If you share our values and are passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.

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