Business Service Ambassador

4 days ago


Melbourne, Victoria, Australia beBeeCustomer Advocate Full time $95,000 - $115,000

As a key member of our Business & Private Banking team, you will play a critical role in delivering exceptional service to customers.

We are looking for a talented and motivated individual to join our Relationship Associate team as a permanent full-time employee.

Your primary responsibility will be to provide servicing support to customers and managers within a partnership to deliver exceptional customer service and to allow managers to focus on developing, growing and deepening customer relationships.

You will be aligned to local teams and building relationships with customers through retaining local knowledge.

You will also be responsible for driving customer advocacy by being an empowered case resolver for customer servicing enquiries and supporting managers to complete customer servicing tasks.

In addition, you will be accountable for customer adoption of digital channels including education of customers to transition to self-servicing channels to simplify customer banking.

You will have the opportunity to centre excellence for onboarding new to bank customers and completion of KYC requirements including accountability for quality and time to cash metrics

You will identify ways in which we can continue to meet or better support customer needs through such as specialised requirements and engagement with our specialist bankers.

You will require knowledge in assisting functional expertise across JBWere, NEL and NAB Trade businesses.

You will review and prioritise BAU activities along with problem solving and investigations of adhoc issues.

You will proactively monitor risk and assurance requirements within agreed Risk Appetite and managing non-compliance in a timely manner

You will manage and support projects within the team.

You will participate in project /BVT and UAT when new products are introduced

This is a diverse and inclusive workplace that works better for everyone.

We know that our people make us who we are. That's why we have built a culture of equity and respect - where everyone feels valued and appreciated for being their authentic selves.

A tertiary qualification in Banking & Finance or a business-related discipline is preferred.

You should have understanding of KYC onboarding compliance requirements with a strong communication skill.

You should have knowledge and understanding of digital platforms and customer self-service channels.

You should be able to deliver superior customer service on a consistent basis.

Fundamental system knowledge, proficiency in Siebel and Ebobs, SecuritEase,FNZ, and Pega is desirable.

You should be able to analyse financial and willingness to further develop business and financial acumen

Tertiary qualification in Banking & Finance or a business-related discipline (preferred)

  • Job Description: The successful candidate will play a key role in delivering exceptional service to customers within our Business & Private Banking team.
  • Key Responsibilities:
    • Servicing support to customers and managers within a partnership
    • Driving customer advocacy by being an empowered case resolver for customer servicing enquiries
    • Accountable for customer adoption of digital channels
    • Centre of excellence for onboarding new to bank customers
  • Required Skills and Qualifications:
    • Tertiary qualification in Banking & Finance or a business-related discipline
    • Understanding of KYC onboarding compliance requirements
    • Strong communication skills
    • Digital platform and customer self-service channel knowledge
    • Analytical financial and business acumen skills
  • Benefits: A diverse and inclusive workplace that values its people for being their authentic selves.
  • Others: Fundamental system knowledge and proficiency in Siebel and Ebobs, SecuritEase,FNZ, and Pega are desirable.


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