At Coastline Bank, we care about people and providing convenient financial solutions for our customers. We are here to help and our unique customer centric service model has supported our achievement of record member growth and customer satisfaction.

We are currently seeking a Customer Relationship Officer to join our team working at our Taree Branch.

About the role

You will be;

The first point of contact for all our customers and responsible for delivering an exceptional in-branch service experience, promoting the financial products and services of Coastline Bank.

Adding value for our customers by tailoring a solution to their banking and lifestyle needs. If you feel you can build genuine relationships with customers and you're passionate and energetic about delivering an exceptional customer service experience and achieving sales, we'd love to hear from you.

Personally driven to achieve sales and service success by achieving your KPI's/targets.

Supporting our marketing team to deliver in branch community initiatives including our Local Spotlight display.

Maintaining and developing strong relationships with our local community groups through regular contact and communication.

Required to participate in a rotating Saturday morning roster.

What you need to succeed

The successful applicant;

May have experience in financial services and lending. Whilst not essential this experience will be highly regarded.

Will have a passion for delivering outstanding customer service and a desire to make a difference by helping customers manage their money.

Will be a motivated team player who enjoys working with people and is personally driven to achieve sales success by reaching targets.

Will understand the value of developing and maintaining involvement in our local community.

Will be prepared to obtain ASIC Tier II Statement of Attainment within 3 months (if not already held).

What you will receive in return

An attractive salary commensurate with experience

Work-life balance in a dynamic role with an organisation who values community engagement and the amazing opportunity to live and work in the Manning Valley

Professional development and career opportunities

Generous staff benefits including access to discounted health and general insurance

3 days paid volunteering leave per annum, so you can give back to your local community

Access to Perkbox, our benefits and rewards program giving access to hundreds of deals, discounts and curated wellbeing content

Professional development and career opportunities, with on the job coaching and annual scholarships available for higher learning

Free annual flu vaccinations

Employee Assistance Program providing free counselling sessions to support your wellbeing, as well as your immediate family members

Our customers are from different backgrounds and all walks of life just like our team members. We embrace diversity and inclusivity and look forward to hearing what you can bring to our team.

Applications close 31st July 2025.

To apply online please select the ‘Apply for this job’ button below.