Customer Success Specialist

1 week ago


Brisbane, Queensland, Australia Heritage Bank Full time

About the Opportunity

We have a Full Time role that will be based at our Heritage Bank, Highfields & Crows Nest Community Branches.
We take great pride in giving our members the best experience we possibly can – consistently, across everything we do. Being member-owned means we are passionate about our members. We need to ensure that with every interaction whether on the phone or face to face, we provide the right solutions and appropriate outcomes.

Key Responsibilities
• Assisting members with their transactional needs and enquiries
• Engaging in needs-based conversations to find the right solutions for our members, every time
• Building relationships to help members achieve their long-term financial goals
• Educating members on how to utilise digital and mobile banking tools to enhance their banking experience
• Collaborating with your team to achieve strategic goals

The Ideal Candidate
We are looking for team members who are driven by achieving positive customer outcomes. You must be a confident communicator, with a genuine passion for helping people. To be successful in the role you will also need cash handling and reconciliation experience, be 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.

Why Choose Us
At Heritage Bank, we put 'People First'. Our team members are committed to creating an outstanding working environment where you feel supported, can continue to develop and are proud advocates of our members and our business. We offer a range of attractive benefits for our team members including career development opportunities, discounts on financial products and services, and celebrate the work of our people through our peer-driven recognition program.

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