Customer Service Role

Customer Service Role (Banking Advisor) - South Region
Posted: 12/08/2025
Closing Date: 31/08/2025
Job Type: Permanent - Full Time
Location: South Region - Casino, Evans Head, Grafton, Ballina, Lismore
Job Category: Banking and Financial Services
About Summerland
Welcome to Summerland, where banking meets community values. We are a customer-owned bank and a certified B Corporation, dedicated to serving the residents of a vibrant Northern Rivers Region. At Summerland, we prioritise the well-being of our customers and our environment, ensuring that every financial decision we make aligns with our commitment to social and environmental responsibility. As we continue to grow, we are seeking passionate individuals who share our vision and want to contribute to the positive impact we make in our community. Join us and become part of a team that values integrity, sustainability, and the power of banking for sustainable community.
About the Opportunity
We are looking to fill a full-time permanent customer service role in the South Region (Lismore, Casino, Ballina, Evans Head and Grafton).
This role will provide assistance in the branch network in a relief role and may be relocated to another branch permanently in the South region to suit the business needs.Access to claim kilometres for travel to branches in the South Region
You will provide superior service that meets the needs of our valued customers by delivering retail banking and lending products through various channels, including phone and email.
Supporting our local community, you will be the first point of contact for customers when they walk into our branches, delivering impactful customer experience that leads to enduring relationships.
Your product knowledge, service experience and agility in meeting customer needs grows our customer base and brand awareness.
Whilst preferred, it is not essential for you to have a background in banking as we can teach the successful candidate all they need to know. What is most important is that your personal values align with our culture; possessing a positive can-do attitude and a commitment to genuine and meaningful conversations with the ability to link customer needs to the features and benefits of the most appropriate solutions.
This role provides career opportunities in retail banking and lending.
A Day in the Life of a Customer Service Banker (Banking Advisor)
Provide exceptional customer service.
Provide relief to branches within the South Region.
Open accounts and assisting customers with their current accounts face-to-face
Have meaningful conversations to provide the best outcome for customers helping them achieve their financial goals.
Be brave and work with customers to set goals for aspirational financial targets.
Stay connected with current and prospecting customers via phone and email.
Receive support from team and Manager.
Receive ongoing support and development during our extensive 4-week Induction and 6-month Probation Period.
Receive coaching from Manager and regular monthly catchups.
Working for Summerland
Our values are:
People Matter Most | Be Brave | Default to Positivity | Make Each Other Proud | Keep it Simple
Our value of 'People Matter Most' is the cornerstone of Summerland as we know our people are integral to the success of the business. Summerland is committed to creating a culture that enables staff to reach their full potential. Our people are guided by the customer-owned banking philosophy with staff working together with an approach that is collaborative, open, and transparent to ensure the sustainability of community.
What We Can Offer
In return for your hard work and dedication you will receive:
Attractive Salary + 12% Super
Additional 5 days leave
Access to paid volunteer leave
Access to claim kilometres for travel to branches in the South Region
Concessions on retail banking and loans products
Other benefits include:
Transformational culture
Extensive development and recognition program
Flexible work options
Wellbeing framework including Employee Assistance Program (EAP)
Working with a professional, passionate, and friendly team
Job Description
Join our team. Apply today
If you are interested in a career in financial services, starting in a Customer Service role is the first step towards a fulfilling career working alongside a diverse and inclusive culture that is local and community focused.
To view the Position Description, please visit our Careers page.
Click
"Apply"
and upload your resume and cover letter addressing the selection criteria in your application.
Applications Close Sunday 31 August 2025.
For further information about the position details or if you require any reasonable adjustments to the recruitment process or the role, please contact
People & Culture
on
Desired Skills and Experience
Our Recruitment Process
Summerland promotes a culture that actively seeks to include, welcome, and value diversity to enable people to contribute their best work. We encourage people of all abilities, Aboriginal and Torres Strait Islander people, those wanting to return to the workforce, young people, and people from culturally diverse backgrounds to apply for this job.
Our screening process will include a mixture of online screening and assessment tools. As a guide, you should expect the process to include the following components:
Resume and Cover Letter Screening
Initial Phone Interview
Live Online or Face-to-Face Interviews
If you are passionate about this role, and can demonstrate the skills and experience required, then we look forward to hearing from you.
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