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Customer Service Consultant - Banking & Wealth

Date: 27-Jul-2022

Location: Melbourne, VIC, AU, 3000

Company: Australian Unity

What makes us, us


Established in 1840, we’re Australia’s first member-owned wellbeing company, delivering health, wealth and care services to more than 700,000 Australians. Today, while we’ve grown to a company of more than 7000 employees, our focus remains the same as it was 180 years ago — to deliver Real Wellbeing for our customers, members and the community.


We support your Real Wellbeing so you can better support our members’ and customers’ wellbeing journey


There are four key attributes that set us apart:


  • Good people: We strive to set ourselves apart through the capability, warmth and expertise of our people.

  • Wellbeing experts: Our breadth of capability enables us to provide smart solutions and services across all domains of wellbeing.

  • Long-term commitment: As a member-owned company, we’ve been focusing on long-term outcomes and single-minded dedication to our members and customers since 1840.

  • Driving positive impact: Everything we do is focused on making a positive difference at a personal, community and societal level.


These pillars are infused with our values of boldwarm and honest


Our Opportunity


Reporting to the Call Centre Manager, the Customer Service Consultant will be responsible for delivering exceptional customer experience by conducting needs-based conversations and fulfilling the banking needs of our customers. This is an exciting time to join our Banking team within our Retail business for a highly motivated and results driven individual who thrives in dynamic and competitive working environment.


What you will do


  • Speak to our customers and assist them with their enquiries both over the phone and via email

  • Delighting customers with excellent service, conducting needs based conversation and provide the best solution

  • Reviewing and writing procedure documents as well as general account administraton

  • Process improvements and involvement with various projects


What we are looking for


We are looking for a proactive and committed person who is particularly passionate about achieving exceptional results, receptive to continuous change whilst delivering a high-quality customer experience and be a role model for peers.


Your skills and experience will include;


  • Tertiary qualifications within a related discipline would be well regarded

  • Demonstrated experience in banking, insurance or the financial services field either in a branch or contact centre environment.

  • Complaints management and cross sell experience would be well regarded.

  • Strong interpersonal and relationship building skills

  • Excellent problem-solving skills and a solution focussed attitude

  • Excellent attention to detail


Our Benefits

You will enjoy a range of great employee benefits and rewards including:

  • Competitive Remuneration and variable bonus
  • A range of attractive product and service discounts from Australian Unity’s Retail and Wealth Management portfolio – including health insurance and banking products
  • Flexible Working Arrangements including Work-From-Home days with a real work-life balance
  • Available access to LinkedIn Learning courses through our great Learning platform
  • Additional paid Wellbeing and Volunteer leave days yearly


Where to from here?


Please contact Richard Maher, Talent Acquisition Practise Lead, for a confidential discussion or more details –

Please note that all Australian Unity employees must be fully vaccinated for COVID 19. Australian Unity is an Equal Opportunity Employer, and we encourage applications from all members of the community, including people of Aboriginal and Torres strait Islander descent, culturally and linguistically diverse backgrounds and, mature aged people.