Financial Services Officer

elderslimited; Shire Of Esperance; On-site; AUD 65,000 - 85,000; Full time

Job summary

Elders Esperance is seeking a Financial Services Officer on a permanent, full-time basis to support customers and colleagues with specialist knowledge across our Financial Services products.

You will train team members, develop annual branch plans, and implement campaigns to identify client opportunities while ensuring AML/CTF compliance and excellent service.

Qualifications

• Demonstrated experience in administrative functions.
• Experience in sales-focused environment or banking/financial services preferred.
• Strong interpersonal and stakeholder management skills.
• Proficient with Microsoft Office and computers.
• Excellent customer service and communication.

Responsibilities

• Be 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 growth.
• Implement sales campaigns aimed at identifying client opportunities across Financial Services products.
• Grow the Deposit Book with one-on-one personalised service including opening accounts and rollovers.
• Ensure AML/CTF compliance in the execution of operational duties.
• Assist customers with Seasonal Finance Products including balance sheet lending and referrals.
• Cover Agri Finance loans, Commercial and Asset Finance, and Insurance.

Skills

Interpersonal communication

Stakeholder management

Customer service

Organisational skills

Team collaboration

Sales experience

Tools

Microsoft Office

Job description

Location: Esperance

About the role

We 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.

Responsibilities

• Be 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
• Implement sales campaigns aimed at identifying client opportunities, across the full suite of Financial Services products
• Grow the Deposit Book: 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)
• Assisting customers with Seasonal Finance Products, including:
• Own balance sheet lending and lending through third party providers
• Refer clients for other Financial Services Products
• Agri Finance loans
• Commercial and Asset Finance
• Insurance

About you

• Demonstrated experience in administrative functions
• Experience within the agricultural or related industries is preferred but not essential
• 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
• Experience in a sales-focused environment or within banking and financial services is preferred

About Elders

As 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.

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.