Member Experience Advocate

Heritage And People'S Choice

Sydney

On-site

AUD 55,000 - 70,000

Full time

5 days ago
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Benefits offered by this job

Corporate uniform allocation
Shine peer recognition program
Inclusive learning and development
Employee rewards platform
Employee banking benefits and discount
Wellbeing and EAP support
Volunteer leave

Job summary

People First Bank is seeking a Customer Experience Officer to join our Heritage Bank branches in Crows Nest and surrounding Community Branches. You will be the welcoming face, delivering high-quality service and guiding customers through everyday banking needs.

The role emphasizes real conversations, empathy, and helping customers navigate digital tools to achieve their financial goals. Training is provided, with opportunities for growth within our People First Bank network.

Qualifications

  • Experience in delivering customer service in a banking or retail setting.
  • Cash handling experience is required.
  • Willingness to learn new digital banking tools and systems.

Responsibilities

  • Assist customers with transactional needs and enquiries.
  • Engage in in-depth conversations to identify suitable solutions.
  • Build relationships to support customers’ long-term financial goals; refer to lending specialists when appropriate.
  • Help customers utilise digital services to enhance their banking experience.
  • Prioritise and complete tasks accurately and efficiently.
  • Navigate multiple banking systems and software programs.
  • Be a collaborative team member in the branch.

Skills

Empathy & communication
Cash handling
Digital systems literacy
Customer service experience

Job description

People First Bank is seeking a Customer Experience Officer to join our Heritage Bank branches in Crows Nest and surrounding Community Branches. You will be the welcoming face, delivering high-quality service and guiding customers through everyday banking needs.

The role emphasizes real conversations, empathy, and helping customers navigate digital tools to achieve their financial goals. Training is provided, with opportunities for growth within our People First Bank network.

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