Banking Opportunities

X3 VACANCIES - Banking, Fin Services & Customer Service - Gold Coast - $60-$75K + Super

Your new company
This financial institution based on the Gold Coast is one of Australia’s leading mortgage lenders. Due to expansion, they are looking for several staff across the following roles: Settlements Team Leader, Banking Support Officer, Client Relationship Officer.

Your new role
Settlements Team Leader – You will manage a team of 4, who respond primarily to settlement and customer queries and provide support with their mortgage applications. You will personally also be responsible for settlement management as well as ongoing account support. Additional duties include filing and phone call auditing, and day to day account enquiry assistance. Salary on offer is $70-75K + Super.

What you’ll need to succeed
You will come from a finance background with experience in the following:
  • Previous experience working in home loans/settlements
  • Previous team management experience desirable (not compulsory)
  • Excellent communication skills

Banking Support Officer – As a Banking Support Officer, you will provide operational support for the home-lending settlements team and internal brokers. Additionally, you will provide exceptional customer service, processing and responding to incoming client queries. Salary on offer is $60-65K + Super.

What you’ll need to succeed
You will ideally come from a customer service background in the financial services or banking industry and be able to demonstrate the following:
  • Excellent communication and interpersonal skills
  • Problem solving skills
  • Home loan settlements knowledge desirable
  • Team player
  • Reliable, hard worker

Client Relationship Officer – Reporting directly to the Team Leader of Customer Care, you will be responsible for client retention and renewal, communicating primarily with the company’s various broker and funder clients. You will also engage in proactive outgoing engagement, contacting clients to secure brand loyalty and retain customer relationships.

What you’ll need to succeed
You may have a degree or background in Accounting / Finance or Banking OR maybe you will have worked previously in a bank or financial services institution and possess experience and skills as follows:
  • Experience or understanding of homes loans / mortgages
  • Excellent communication skills
  • Strong problem-solving and negotiation skills
  • Attention to detail
  • Ability to process numerical data

What you'll get in return
You will be rewarded with:
  • Supportive, inclusive and easy-going team environment
  • Upon completion of probation period, two days’ work from home
  • Nearby parking $5 per day – opportunities for basement parking hire
  • Casual Friday dress-code
  • Regular team morning tea’s, lunches, after-work celebrations
  • Social club encouraging team interaction outside work

What you need to do now
If these roles align with what you’re seeking, please click ‘apply now’. Alternatively, if you would like further information or wish to discuss the position further please call in confidence Olivia Plunkett on (07) 3231 2621, or email

LHS 297508 #2675134


Job Type
Banking & Financial Services
QLD, Gold Coast

Talk to a consultant

Talk to OliviaJane Plunkett, the specialist consultant managing this position, located in Brisbane
Level 45, One One One Eagle St, 111 Eagle Street

Telephone: +61732312621

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