Operations Officer

Role overview

Key responsibilities

• Support customer onboarding, power of attorney applications, tax residency changes, customer detail amendments, term deposit changes, and membership resignations.
• Respond to customer and internal enquiries through digital, voice, and other channels.
• Assist the Manager and Team Leader with non-core tasks and ad hoc escalations.
• Complete data entry, record keeping, reporting, and analysis to support decisions.
• Identify ways to improve operational efficiency and customer outcomes; meet individual and team KPIs.
• Work with internal and external stakeholders to improve customer experiences.

What you will bring

• Strong communication skills and a customer-first mindset.
• Attention to detail and a problem-solving mindset.
• Confidence with CRM systems and Microsoft Office, and openness to learning new platforms.
• Ability to work independently and collaboratively; resilience and adaptability during change.

Benefits and flexibility

• Benefits include study leave, a personal day, professional wellbeing coaching, and access to a wellbeing centre.
• The employer describes flexibility to work from home two days a week.
• Employees can access discounts on bank products and services.