Financial Services Relationship Manager

3 weeks ago


Brisbane, Queensland, Australia Heritage Bank Full time

About the Role

We are seeking an experienced Financial Services Relationship Manager to join our team at Heritage Bank in Gatton. The successful candidate will be responsible for delivering exceptional customer experiences and providing expert advice on financial solutions.

Key Responsibilities:

  • Assist members with their transactional needs and enquiries
  • Engage in needs-based conversations to find the right solutions for our members, every time
  • Build relationships to help members achieve their long-term financial goals
  • Educate members on how to utilise digital and mobile banking tools to enhance their banking experience
  • Collaborate with your team to achieve strategic goals
  • Branch cash management activities, including ATM maintenance
  • Ensure the completion of accurate and timely personal lending submissions in line with both regulatory and responsible lending obligations
  • Provide leadership support to the Branch Manager

Requirements:

  • Confident communicator with a genuine passion for helping people
  • Cash handling and reconciliation experience
  • Digitally savvy and able to quickly grasp new systems
  • Previous experience in a customer service role and prior experience in banking would be highly regarded

About Us

Heritage Bank is a member-owned bank that prides itself on giving its members the best experience possible. We take great pride in supporting our members' financial needs and assisting them in achieving their goals. As a key member of our team, you will have the opportunity to make a real difference in the lives of our members.

What You'll Love About Working Here

We offer a range of attractive benefits for our team members, including career development opportunities, discounts on financial products and services, and a peer-driven recognition program. When you join our team, you'll be part of a inclusive, friendly, and motivated group of employees who value making a difference every day for our members, community, and the planet.



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