Customer Service Representative
Robert Walters
Posted 8 days ago
Join a purpose-driven bank where members come first, and every interaction is a chance to make a difference.
As a Customer Service Representative, you'll be the first point of contact for members across multiple channels - phone, email, chat, web forms and service requests. You'll play a vital role in delivering an outstanding, simple, and memorable experience with every interaction.
This role goes beyond answering queries - it's about uncovering member needs, offering tailored banking solutions, and guiding them to smarter digital tools.
You will be a part of a dynamic, tight-knit and inclusive team.
Key Responsibilities?
Customer Experience & Support
Deliver exceptional first-contact service to both new and existing members
Promote digital banking solutions and self-service options
Ensure member satisfaction through quality, timely support
Verify members in line with KYC requirements
Needs-Based Conversations
Identify and refer opportunities for lending, insurance, superannuation, and deposit products
Guide members to the right specialist teams where needed
Problem Resolution
Investigate and resolve member pain points and complaints
Accurately record interactions and resolutions in CRM and complaints registers
Collaborate with internal teams to ensure seamless issue resolution
Continuous Improvement
Stay up to date on banking products, services, and third-party offerings
Complete required training and certifications
Take part in cross-training and personal development opportunities
What You'll Bring?
Skills & Knowledge
Excellent verbal and written communication
Customer-centric mindset and strong phone manners
Ability to interpret, retain and convey information clearly
Sales acumen with a passion for helping people
Digital-savvy with intermediate PC and Microsoft Office skills
Problem-solving ability and a collaborative approach
Experience & Qualifications
Experience in a customer service environment
Experience in financial services is beneficial but not required
Call centre (inbound/outbound) service and sales experience is beneficial but not required
Demonstrated ability to meet or exceed service and sales targets
Tier 2 RG146 - beneficial but not essential
Certificate IV in Customer Service or Financial Services (desirable)
Culture and perks?
Be part of a member-first culture
Work with a supportive and values-driven team
Develop your skills through structured training and hands-on experience
Enjoy a role that offers both challenge and purpose
- Flexibility to work from home after the training period has been completed
- Additional incentive on top of your base
Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Ksenia Varaksina on 02 8289 3213 for a confidential discussion.
About Robert Walters
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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