Customer Service Consultant - Banking

Date: 19 Mar 2025

Location: Melbourne, VIC, AU, 3000

Company: Australian Unity

What makes us, us

 

Established in 1840, we’re Australia’s first member-owned wellbeing company, delivering health, wealth and care services to more than 700,000 Australians. Today, while we’ve grown to a company of more than 7000 employees, our focus remains the same as it was 180 years ago — to deliver Real Wellbeing for our customers, members and the community.

 

We support your Real Wellbeing so you can better support our members’ and customers’ wellbeing journey

 

There are four key attributes that set us apart

 

  • Good people: We strive to set ourselves apart through the capability, warmth and expertise of our people.
  • Wellbeing experts: Our breadth of capability enables us to provide smart solutions and services across all domains of wellbeing.
  • Long-term commitment: As a member-owned company, we’ve been focusing on long-term outcomes and single-minded dedication to our members and customers since 1840.
  • Driving positive impact: Everything we do is focused on making a positive difference at a personal, community and societal level.

 

These pillars are infused with our values of bold, warm and honest

 

Our Opportunity

 

Reporting to the Call Centre Manager, the Customer Service Consultant will be responsible for delivering exceptional customer experience by conducting needs-based conversations and fulfilling the banking needs of our customers.

 

This is an exciting time to join our Banking team within our Retail business for a highly motivated and results driven individual who thrives in dynamic and competitive working environment.

 

 

What you will do

 

  • Speaking to customers and assisting them with their enquiries both over the phone and via email
  • Delighting customers with excellent service
  • Opening Bank Accounts
  • Needs based conversation and provide the best solution
  • Reviewing and writing procedure documents
  • Process improvements and involvement with various projects

 

What we are looking for

 

We are looking for a proactive and committed person who is particularly passionate about achieving exceptional results, receptive to continuous change whilst delivering a high-quality customer experience and be a role model for peers.

 

Your skills and experience will include.

 

  • Tertiary qualifications within a related discipline would be well regarded
  • Demonstrated experience in banking, insurance or the financial services field either in a branch or contact centre environment.
  • Experience in AML/CTF/KYC would be well regarded
  • Complaints management and cross sell experience would be well regarded.
  • Excellent verbal and written communication skills
  • Strong interpersonal and relationship building skills
  • Excellent problem-solving skills and a solution focused attitude
  • Excellent attention to detail

 

What’s on Offer

 

You will enjoy a range of great employee benefits and rewards including:

 

  • Competitive salary + bonus program
  • Enjoy additional yearly Well-Being and Community leave days
  • 14-week paid parental leave, with equal benefit for both parents PLUS our Bump to Baby’
  • Employee Referral Program
  • Employee Assistance Program – support and assistance for you and your partner at those times in life when you need it most.
  • Maxxia Rewards - a great range of discounts and benefits at selected retail outlets, department stores, attractions, travel, cinemas, restaurants.
  • Discounts across the Australian Unity business including Private Health Insurance, General Insurance + more!
  • Available access to LinkedIn Learning courses through our great Learning platform

 

For further benefits visit: https://www.australianunity.com.au/careers/culture

 

 

Australian Unity is an Equal Opportunity Employer, and we encourage applications from all members of the community, including people of Aboriginal and Torres strait Islander descent, culturally and linguistically diverse backgrounds and, mature aged people.