Banking Services Officer

Description:

Full Job Description

Who are we?
t’s an exciting time to join our organisation! On 1 March 2023, two of Australia’s most successful member-owned banking organisations merged, to form Heritage and People’s Choice - Australia’s leading mutual banking organisation and a genuine, member-owned alternative to the major banks.

We exist to create a better future for our members and the communities in which they live.

We are 100% member owned, with approximately 720,000 members and 1,900 employees. We have dual head offices in Adelaide and Toowoomba, and 95 branches across South Australia, Victoria, New South Wales, Queensland and the Northern Territory, trading under two brands, Heritage Bank and People's Choice.

When you come to work at Heritage and People’s Choice, you’ll be joining a team of inclusive, friendly, and motivated employees who value making a difference every day for our members, community, and the planet. We 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.

About the role:
As a Banking Services Officer in our Banking Services Team you will proactively provide subject matter expertise and undertake assigned tasks to support the delivery of professional customer service to both internal and external customers.

• Provide subject matter expertise and support to stakeholders for all banking deposit related products and services including the provision of legislative advice (AML, Privacy Act, ATO, Power of Attorney and Deceased Estate administration, etc.)
• Accurately complete banking deposit related service functions and tasks within agreed service levels including preparation of information responses to customers, legal representatives, government agencies and other external bodies.
• Maintain accurate records / statistics in relevant internal data systems to assist with ongoing business management.
• Assist with management and monitoring of operational risks, ensuring compliance with legislation and industry regulations.
• Proactively seek opportunities for continuous improvement and positive participation in implementation.

About You:
We are looking for a customer service champion who has excellent time management skills, including the ability to prioritise and work under pressure. You will also have a keen eye for detail and strong problem solving skills.

• Banking and financial services industry experience
• Intermediate computer literacy, including proficiency in the use of Microsoft Office applications
• Self-motivated, professional and innovative approach to work