Customer Support Operator

Safe Financial Group; Gold Coast City; On-site; AUD 59,000 - 72,000; Full time

Benefits offered by this job

Starting salary $65,000+

Commission & super

No night/weekend shifts

Southport office with parking

Finance industry learning

Path to loan assessment

Job summary

Safe Financial is seeking a motivated person to join our Customer Support team on a full-time basis at our Southport office. You’ll learn the foundations of our business, support customers with loan applications and build knowledge of our lending processes.

As your skills grow, you’ll progress towards a Loan Assessor role. We value curiosity, reliability and strong communication, with a clear path to advancement as you develop in finance.

Qualifications

• Willingness to learn lending basics and processes.
• Strong communication and listening skills.
• Ability to manage high-volume customer interactions.
• Good numerical understanding and data entry accuracy.

Responsibilities

• Respond to customer enquiries by phone, email and client portal.
• Help customers with questions about their loan application.
• Explain information clearly and guide customers through next steps.
• Keep accurate customer records in the CRM and maintain data quality.

Skills

Customer service

Problem solving

Phone etiquette

Attention to detail

Numerical literacy

CRM software

Tools

CRM software

Job description

Build your career in finance with a company that’s growing

Safe Financial has been helping Australians with fair and responsible financial solutions for over 25 years. We’re now entering an exciting period of growth, creating opportunities for people who want to learn, contribute and build a future with us.

We’re looking for a motivated person to join our Customer Support team, learn the foundations of our business and develop the skills to quickly progress towards a Loan Assessor position.

If you enjoy working with people, solving problems and learning new things, this is an opportunity to turn your customer service skills into a career in finance.

The opportunity

You’ll start by supporting customers with their loan applications, building your knowledge of our products, systems and lending processes. You’ll learn how to handle a range of customer situations, communicate clearly and work accurately in a busy financial services environment.

As your skills, knowledge and confidence develop, you’ll have the opportunity to work towards a Loan Assessor role.

We’re looking for someone who is keen to learn the basics, takes pride in doing them well and is motivated to keep developing.

What’s on offer

• Starting salary of $65,000, plus monthly commission and super.
• A full-time role with no nights or weekend work.
• A modern Southport office with car parking provided.
• The opportunity to learn the finance industry without needing previous finance experience.
• A pathway towards loan assessment as you build your skills and experience.
• The chance to grow with an established business at an exciting stage of its development.

What you’ll be doing

• Responding to customer enquiries by phone, email and our client portal.
• Helping customers with questions and matters relating to their loan application.
• Explaining information clearly, resolving issues and guiding customers through the next steps.

• Keeping accurate customer records and notes in our CRM system.
• Following our processes and maintaining high standards of customer service, fairness and compliance.

You’ll need to listen, understand each customer’s situation and be comfortable having firm, professional conversations when needed.

About you

You enjoy being busy, take ownership of your work and stay calm when things become challenging. You’re interested in how lending works and ready to put in the effort to learn.

You’ll bring:

• A confident, friendly and professional phone manner, with the ability to be appropriately assertive.
• Strong customer service and problem-solving skills.
• The ability to manage competing tasks and work efficiently in a high-volume environment.
• Good attention to detail and confidence working with numbers.
• Solid computer skills and a willingness to learn new systems.
• Reliability, a strong work ethic and a positive approach to working in a team.

Finance experience is not essential. Customer service experience in a busy environment is highly regarded.

About Safe Financial

Our values are to be Passionate, Efficient and Transparent in everything we do. Customer fairness, compliance and integrity are central to how we operate, and we’re looking for someone who shares that approach.

As we grow, we want people who take pride in their work, support their teammates and are ready to develop alongside the business.