Senior Customer Service Officer - Toombul Branch

Toombul Branch
$52 685 per annum
Give our customers a reason to smile
Build customer loyalty and exceed their experience



Working with Heritage Bank as a Senior Customer Service Officer will see you working on the front counter in our retail branch, where you will be responsible for ensuring our customers have access to the best possible financial outcomes Heritage can provide.


This means you will have sales and referral targets, be responsible for the generation of product and service leads through customer needs conversation, whilst transacting on accounts with a commitment to uphold compliance related activities and complete specialist product training to provide personal lending advice.


Work hours are important to our customers and ‘Putting People First’ ,we like to be easy to do business with, so our branches are typically open 5.5 days per week (Monday to Saturday). Your roster will be structured and provided in advance to cover the opening hours.

We will provide you with access to full training and development to ensure you are confident to achieve your goals with product information and branch operations. We offer competitive remuneration, employee rewards and recognition programs, and performance based incentive schemes.

A day in the life of a Senior Customer Service Officer:


Arrive at the Branch, set up cash drawer and actively participate in the morning sales debrief which sets your customer focus for the day
Open the doors!
Be ready and willing to provide a People First customer experience and meet their financial goals through needs based conversation then match those needs to products and services Heritage offers
Complete other transactions such as foreign cash, telegraphic transfers, term deposits, Phone & Internet Banking & opening new accounts! (Don’t be worried our award winning training team will take care of you with lots of support
Conduct interviews with customers for personal loans and lending products (after a period of training)
Mini transaction balance prior to lunch, then an opportunity to re-focus before heading back to the customer counter
End of day balancing, finalising cash & cheques,
Participate in the afternoon sales meeting debrief to share your customer successes, then head home, after a job well done!
When required relive the supervisor during periods of leave


Got what it takes?


You will have a positive attitude and enjoy working in front line customer service, providing a true customer experience?
You enjoy the challenge of a sales environment, knowing each day that you've made a positive difference and impact to your customers
You enjoy a structured work environment, with policy and procedure guiding your daily tasks
Being busy across a number of tasks at any one time keeps you motivated.
You would like working as part of an award winning, innovative team
And the opportunity to provide financial advice to customers providing them the guidance to secure financial goals is your future!
Have a genuine interest in supporting team members
You really believe in putting People First



Applications close 6pm, Monday 21st August 2017.