Financial Services Officer

Elders; Forbes; On-site; AUD 65,000 - 85,000; Full time

Job summary

Elders is seeking a Financial Services Officer to join our Forbes branch on a permanent full-time basis. You will support customers and colleagues with specialist knowledge of the Financial Services product suite, delivering training and guidance to the team.

You will implement annual branch plans, run sales campaigns across deposits, lending, agri-finance, asset finance and insurance, and assist customers with deposits and account maintenance while ensuring AML/CTF compliance.

Qualifications

• Experience in administrative functions.
• Background in Elders Branch Network or comparable agricultural industry.
• Excellent communication and stakeholder management.
• Collaborative and organized in a busy branch environment.

Responsibilities

• Be the branch go-to person for Financial Services products.
• Provide training and product knowledge to team members.
• Develop and implement an annual Branch Financial Services business plan.
• Execute sales campaigns across the full suite of Financial Services products.
• Assist customers with deposits: opening accounts, maintenance, rollovers, enquiries.
• Ensure AML/CTF compliance in daily operations.

Tools

Microsoft Office

Job description

About the roleWe are seeking a Financial Services Officer to join our team on a permanent, full-time basis.As a Financial Services Officer, you will play a key role in supporting both customers and colleagues with your specialist knowledge. You will provide ongoing training and guidance to team members, ensuring the entire branch is confident and capable in delivering our full suite of Financial Services solutions. We are looking for talented professionals to join our team.ResponsibilitiesBe the branch go-to person for matters associated with all Financial Services Products.Provide training and product knowledge to other team members regarding the Financial Services product suite.Develop and implement an annual Branch Financial Services business plan to support yearly growth ambitions in line with the 8PP.Implement sales campaigns aimed at identifying client opportunities, across the full suite of Financial Services products, including:- Deposits (direct servicing of client)- Own balance sheet lending or funding provided by third party providers (refer ral to Financial Services Manager)- Agri Finance loans (referral to Agri-Finance Relationship Manager- Commercial and Asset Finance (referral to Elders loan writers)- Livestock / Wool in Transit Warranty (direct servicing of client)- Insurance (referral to Elders Insurance)- Prepayment Facilities (direct servicing of client)Assist customers directly with their deposit requirements by providing a one-on-one personalised service including:- Opening accounts, maintenance, rollovers and general enquiries- Undertaking and adhering to various procedures as part of the operational functions for deposits.Ensure 100% compliance with relevant statutory legislation as required in the execution of operational duties (e.g. AML/CTF).About youDemonstrated experience in administrative functions.Background in the Elders Branch Network or comparable experience within the agricultural or related industries.Skilled in interpersonal communication and stakeholder relationship management.Proficient in Microsoft Office applications and general computer operations.Track record of delivering excellent customer service.Able to collaborate effectively with both internal teams and external partners.Strong organisational abilities combined with clear and effective communication skills.About EldersAs a trusted Australian agribusiness, we have played an important role in the agricultural sector for 185 years. Our expansive network across Australia offers links to markets, tailored advice and specialist knowledge across a range of products and services, including farm supplies, agronomy, livestock, wool, grain, finance, insurance, and real estate.We are committed to a sustainable and prosperous future for rural and regional communities and creating value for all stakeholders in the agricultural supply chain, across both Australian and international markets.Elders is for Australian agriculture.We are now looking for the next generation to be part of something big and drive the future of Elders.If you are ready to grow your career with Elders, please today.For more information please visit our careers page or email [e-mail] note, applications may be shortlisted as they are received.At Elders, we strive to create a safe environment where everyone can thrive. We aspire to do this by recognising talent, promoting inclusion and celebrating diversity. No matter how you identify, we encourage talented people from all backgrounds, abilities and identities to apply for roles at Elders.We will accept applications from all people with the right to live and work in Australia.#LI