Relationship Support Officer

Catholic Development Fund Melbourne; City of Melbourne; Hybride; AUD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Generous salary package

Hybrid working model

Modern workspace in East Melbourne

Supportive team culture

Résumé du poste

Catholic Development Fund Melbourne is seeking a client-focused Customer Support professional to join the Client Services Group on a full-time 6-month fixed-term contract. You will handle phone and email enquiries, support account maintenance, and assist Relationship Managers with ongoing client interactions in a hybrid setup with three days in East Melbourne.

You bring a passion for service excellence, strong attention to detail, and proven communication skills.

Qualifications

• Experience in a customer service or transaction banking role is advantageous.
• Excellent written and verbal communication skills.
• Attention to detail and strong organisational abilities.
• Ability to work in a hybrid environment with in-office and remote work.
• Valid working rights in Australia and compliance with background checks.

Responsabilités

• Provide support for all account maintenance requests and deliver an exceptional service experience.
• Proactively engage with clients, recording requests accurately and keeping clients informed.
• Provide high-quality client solutions and resolve inquiries promptly.
• Process domestic and international transactions, investments and reporting to support teammates.
• Support Relationship Managers and promote ongoing process improvements.
• Provide client training to enable self-service and ensure compliance with obligations.

Connaissances

Customer service

Relationship-building

Problem-solving

Attention to detail

Organisational skills

Time management

Written communication

Verbal communication

Outils

CRM software

Description du poste

Catholic Development Fund Melbourne – East Melbourne VIC

Catholic Development Fund (CDF) is a values-based financial institution that provides funding and support across its footprint of Catholic organisations, including parishes, primary and secondary schools, healthcare, aged care, and social services providers.

Our work enables real impact: from hospital wings for the sick, safe havens for the homeless, and classrooms for the young – we support our customers to grow their mission. Through our expertise and commitment, we help Catholic organisations and everyday people put their faith into action and contribute to a fairer, more cohesive society.

About the Role

The Client Services Group is considered the engine room of CDF. Our team brings a wealth of experience and knowledge and is known for its welcoming and supportive culture. The customer service provided by this integral group is two-fold; phone and email support for all direct client and community account enquiries as well as internal administrative support for our Relationship Managers.

We are seeking a customer-focused professional with a passion for service excellence to be the face of our Customer Support function, supporting both clients and internal colleagues.This is a full-time 6-month fixed-term contract opportunity supporting the Client Services Group during a period of increased operational demand.

Your exceptional attention to detail, combined with experience in customer service, transaction banking or administration, will position you well for success in this role.Our formal training program backed by mentoring within the Client Services Group will support you as your knowledge grows.

We offer a hybrid working model, with a minimum of three days per week in our East Melbourne office and flexibility to work from home on the remaining days. Our office is in East Melbourne, close to beautiful garden spaces, CBD eateries and is a two-minute walk from Parliament Station.You’ll join a collaborative and supportive team that values learning, knowledge sharing and delivering exceptional service to our clients and communities.

Key Accountabilities

In this role, you will:

Client Support

• Provide support for all account maintenance requests for changes pertaining to client’s accounts, delivering our clients with an exceptional service experience.
• Engage proactively with clients, ensuring requests are accurately recorded and clients are kept informed throughout the process.
• Provide high-quality client solutions and resolve client enquiries in a timely manner.
• Ensure accurate and time critical processing of sensitive tasks including internal authorisations, batch processing, along with domestic and international transactions, investments and reporting to enable delivery of service to your teammates.

Internal Support

• Actively work with your Relationship Managers to support client interaction.
• Be part of the solution in providing ongoing process efficiencies and improvements.
• Provide client training to ensure they have the confidence for self-service.
• Adhere to industry compliance obligations.

What you bring

• You take pride in your work, have a proactive approach, and consistently demonstrate a high level of attention to detail.
• Excellent relationship-building skills and a genuine commitment to delivering outstanding customer service.
• Strong problem-solving skills – you love finding a solution that enables those you serve to have a great user experience.
• Strong organisational and time management skills, with the ability to prioritise competing tasks effectively.
• Previous experience in a similar customer support role, transaction banking or administrative role is advantageous.
• Outstanding written and verbal communication skills.

Why work for us?

• Generous salary package that recognises your skills, experience, and contributions.
• Professional Environment: join a dedicated team of professionals committed to fostering an agile and inspiring work environment.
• Meaningful Work: be part of a values-driven organisation that makes a difference in the community.
• Hybrid Flexibility - we offer a hybrid working model (3 days in the office per week), plus a modern workspace in tranquil East Melbourne.
• A supportive and collaborative team culture.

Employment is subject to satisfactory background checks which include a National Police Check, Working with Children Check and Reference Checks. To be successful in this role you must hold valid working rights in Australia.

The Archdiocese is committed to the safety, wellbeing, and dignity of all children and vulnerable adults.