Person, Shop, Window Display

Customer Transactions Officer

  • 929276
  • Brisbane
  • Adelaide
  • Bendigo
  • Melbourne
  • Full Time

•                 Opportunity to be a part of an exciting Operations team

•                 Adelaide location preferable, SA

•                 12-month opportunity (with possibility of extension)


Are you committed, authentic and passionate about the work you do? We want to hear from you!

Rural Bank Operations division and are looking for a Customer Transactions Officer to join our Operations Team in Adelaide. This is a 12-month opportunity at this stage, however there is a genuine likelihood of extension.

The role of the Customer & Transactions team is to provide a high level of customer service and administrative transaction support to customers of the Bank directly, or through Sales stakeholders. . The team also manages customer support via both inbound and outbound call services

Reporting to the Team Manager Customer & Transactions, the Customer Transaction Officer is primarily responsible for the establishment, drawdown and ongoing maintenance of the bank’s loan and deposit assets along with the processing of financial value transactions on customers’ accounts.

The principal objectives of the role focuses on the following activities:

  • Timely and accurate processing of tasks across all functions of the team
  • Customer support through the inbound call services offered
  • Apply initiative, judgement and problem-solving skills in the execution of these duties
  • Build and maintain effective relationships with Sales, Distribution and Branch Network staff
  • Maintaining a strong focus on delivering exceptional customer service to both internal and external stakeholders

Attributes that are essential in this role are:

  • Time Management – Ability to organise and prioritise to achieve tasks in specified timeframe
  • Task Orientation – Works hard, remains motivated, shows persistence and commits to a task in order to achieve worthwhile goals.
  • Customer Service – Identifying customers’ needs where appropriate and providing outstanding value.
  • Teamwork – works well within a team environment and is able to balance/ prioritise own work with that of the team’s activities.

Experience & Qualification requirements:

  • Experience in an Operations team environment
  • Experience in financial or banking environment
  • An understanding of the Agribusiness environment would be desirable but not essential
  • AFS Tier 2 accreditation (Financial Services Reform Act) desirable
  • Computer skills in applications and business systems.

What we offer

We will provide training and coaching to ensure your ongoing success in the role as well as provide opportunities to expand your career progression within our business.

We recognise the importance of diversity and continually strive to provide an inclusive work environment where people are treated with respect; feel valued and can achieve success.  We believe our success depends on the commitment, integrity and skill of our staff.

As strong supporters of flexible working arrangements let's talk about how this role could be made flexible to help better balance your life and work.


For a confidential discussion please contact Jessica Walker, Team Manager Customer & Transactions, 

Interested in getting a bit of a feel for our organisation? Watch this to learn about ‘Who we are’

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