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Relationship Support Officer
3 weeks ago
Are you passionate about delivering outstanding client service and building strong relationships? Catholic Development Fund (CDF) is seeking two Relationship Support Officers to be a key point of contact for our clients and internal teams. The Relationship Support Officer position is ideal for someone who thrives in a supportive, detail-oriented environment and is eager to grow within a values-based financial institution.
We currently have two exciting permanent opportunities available and are inviting applications from candidates based in Melbourne or regional Ballarat, with the flexibility to work from either our East Melbourne or Ballarat office—whichever location suits you best
If you have experience in customer service, transaction banking, or administration, this is an excellent opportunity to develop your career while making a meaningful impact on Catholic schools, parishes, healthcare, and social services.
Why Join Us?
This position offers significant opportunities for professional development within CDF. We offer:
- On the job training and ongoing mentoring
- Hybrid work options – Mondays and Thursdays in the office, with flexibility on other days
- A vibrant East Melbourne location near garden spaces, CBD eateries, and a short walk from Parliament Station
The Impact You'll Make
The Client Services Team is the heart of CDF, ensuring that clients receive the highest level of service and internal teams are well-supported. As a Relationship Support Officer, your responsibilities will include:
Client Support
- Managing inquiries, processing account changes, and ensuring seamless transactions
- Handle account maintenance requests with accuracy and efficiency
- Provide proactive client communication, ensuring a seamless service experience
- Process financial transactions, including domestic and international payments, investments, and batch processing
Internal & Relationship Manager Support
- Work closely with Relationship Managers to enhance client interactions
- Identify and implement process improvements to increase efficiency
- Assist clients with training and self-service support
- Maintain compliance with industry regulations
What We're Looking For
- Attention to detail – You take pride in delivering accurate, high-quality work
- Strong communication skills – You build relationships easily and provide excellent client support
- Problem-solving mindset – You enjoy finding solutions that enhance the client experience
- Organised and efficient – You can manage multiple tasks and deadlines effectively
- Previous experience in customer support, banking, or administration is a plus
- Excellent written and verbal communication skills
Join Our Mission & Apply
At CDF, we are passionate about making a difference. If you are looking for a role where you can grow, learn, and contribute to a purpose-driven organisation, we encourage you to apply.
To be considered for one of these exciting permanent opportunities, please submit your CV and a cover letter outlining your experience and interest in the role. As part of your application, kindly respond to the screening question indicating your preferred office location—Ballarat or East Melbourne—and confirm your residency status.
Please note that we are currently only accepting applications from candidates who are Australian citizens or permanent residents.
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