Career Development in Retail Banking

2 days ago


Caloundra, Australia beBeeFinance Full time $60,000 - $80,000
Customer Service Representative Traineeship

This traineeship provides an opportunity to develop skills in retail banking and sales, while pursuing a nationally recognised Certificate III in Financial Services.

About Maxima Group Training

We are a national employment services and training organisation, working in partnership with businesses across Australia. We have a successful 30 year history delivering employment outcomes for people of Aboriginal and Torres Strait Islander backgrounds.

The Opportunity

This position enables individuals to engage with their local community as a Bank Teller, providing customer service, conducting banking transactions, and assisting with general enquiries.

Duties and Responsibilities
  • Provide face-to-face customer service in branch to personal and business customers
  • Pitch sales of financial products and refer specialist enquiries
  • Produce financial reports, transaction summaries and balance sheets
  • Assist management and team with daily administrative tasks
  • Conduct banking transactions, cash handling and EFTPOS operations
Key Skills and Qualifications

To succeed in this role, you will need:

  • A focus on achieving sales targets and exceeding Key Performance Indicators (KPIs)
  • Sound mathematical and financial acumen
  • A passionate and positive work attitude
  • Demonstrated customer service experience
  • Ability to utilise financial computer software and systems
  • Excellent verbal and written communication abilities


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