In-Demand Personal banking specialist Jobs in Sydney, Nsw

Client Solutions Specialist – Finance
Debt Fix —North Sydney NSW
- $45,000 - $100,000 a year
- Full-time
- CRM software
- Management
- Sales
Quick Apply
12d
Senior Specialist Legal Editor (Banking & Finance)
Thomson Reuters —Pyrmont NSW
- Full-time
- Hybrid work
- Writing skills
- Research
- Office
- Tuition reimbursement
- Work from home
Settlement Specialist
Commonwealth Bank —Sydney NSW
- Full-time
- Hybrid work
- Parental leave
1d
Assistant Financial Accountant
Bank of Queensland —Sydney NSW
- Full-time
- Bachelor's degree
- Accounting
- Parental leave
- Employee assistance program
Client Care Specialist
Law Partners —Sydney NSW
- Full-time
- Hybrid work
- Customer service
- Organisational skills
- Communication skills
- Parental leave
- Gym membership
Operations Administrator
IQ-EQ —Sydney NSW
- Full-time
- Hybrid work
- Administrative experience
- No degree
- Business
- Annual leave
- Employee assistance program
Quick Apply
Credit Analyst
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Excel
- Finance
- Analysis skills
- Work from home
Information Security Operations Analyst (Sydney, Australia)
Starling —Sydney NSW
- Full-time
- Hybrid work
- AWS
- Communication skills
- Time management
- Annual leave
Quick Apply
Lending Specialist - 210 George St
Bank of Queensland —Sydney NSW
- Full-time
- Analysis skills
- Parental leave
- Employee assistance program
Analyst | Financial Services - Regulatory Audit | Sydney
Deloitte —Sydney NSW
- Finance
- Financial services
- Business
- Parental leave
Manager Line 1 Risk, Controls Assurance
Bank of Queensland —Sydney NSW
- Full-time
- Organisational skills
- Financial services
- Parental leave
- Employee assistance program
Customer Banking Specialist - Strathfield
Commonwealth Bank —Inner West NSW
- Part-time
- Hospitality
- Customer service
- Financial services
4d
Customer Relations Consultant (EDR) 12month contract
Bank of Queensland —Sydney NSW
- Full-time
- Communication skills
- Negotiation
- Parental leave
- Employee assistance program
Customer Banking Specialist - Ryde
Commonwealth Bank —Northern Beaches NSW
- Part-time
- Hospitality
- Customer service
- Financial services
2d
Strategy and Operations Manager - Sydney
Oliver Wyman —Sydney NSW
- Full-time
- Hybrid work
- Financial services
- Leadership
- Communication skills
8d
Manager - Line 2 Compliance Advisory
Bank of Queensland —Sydney NSW
- Full-time
- Management
- Analysis skills
- Financial services
- Parental leave
- Employee assistance program
Senior Manager - Line 2 Compliance Advisory
Bank of Queensland —Sydney NSW
- Full-time
- Financial services
- Time management
- Parental leave
- Employee assistance program
Account Manager - New Business Development
Elsevier —Sydney NSW
- Full-time
- Hybrid work
- CRM software
- Sales
- Salesforce
- Parental leave
8d
Group Finance Manager
MGG Health —Sydney NSW
- Hybrid work
- Salesforce
- Finance
- Presentation skills
- Parental leave
Relationship Manager - Reg Compliance
RELX —Sydney NSW
- Full-time
- Hybrid work
- Management
- Sales
- Communication skills
- Health insurance
- Parental leave

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Client Solutions Specialist – Finance

Debt Fix
North Sydney NSW

Quick Apply

Job Details

Full-time
$45,000 - $100,000 a year
12 days ago

Benefits

Opportunities for promotion

Qualifications

CRM software
Management
Sales
Customer service
No experience needed
Microsoft Office
Telecommunication
Financial services
Negotiation

Full Job Description

Client Solutions Specialist

Full-time | North Sydney | Base salary + performance bonuses

Build a rewarding career while helping people overcome financial difficulty

Debt Fix is seeking a confident and compassionate Client Solutions Specialist to join our North Sydney team.

This is an excellent opportunity for someone with customer service or sales experience—such as retail, hospitality, telecommunications, banking or contact-centre sales—who would like to build a professional career in financial services.

Previous insolvency experience is not required. We provide structured training and ongoing support. What matters most is your ability to connect with people, communicate confidently over the telephone, learn quickly and follow an ethical, structured client-engagement process.

About Debt Fix

Debt Fix is an established Australian debt agreement administration and debt solutions business. We help people experiencing financial difficulty understand the options that may be available to them and take practical steps towards greater financial stability.

Our clients are often dealing with stressful and sensitive circumstances. We therefore place a strong emphasis on empathy, professionalism, compliance and appropriate client outcomes.

About the role

As a Client Solutions Specialist, you will be one of the first people prospective clients speak with when they contact Debt Fix.

You will build rapport, ask appropriate questions and gather information about each person’s financial circumstances. Using Debt Fix’s approved processes and information, you will explain potential debt-relief pathways and arrange further assessment by appropriately authorised team members.

This is a consultative, target-driven client engagement role. It is not a high-pressure sales environment. Ethical conduct, accurate information and appropriate client outcomes are essential measures of success.

Key responsibilities

Respond to enquiries from prospective clients by telephone, email and SMS.
Follow up leads and maintain regular contact with prospective clients.
Build trust and rapport through confident, empathetic and professional communication.
Ask structured questions to understand each client’s financial circumstances and objectives.
Conduct preliminary fact-finding and eligibility checks using approved processes.
Provide general information about potential solutions, including Part IX Debt Agreements, informal arrangements and bankruptcy.
Clearly explain Debt Fix’s processes, fees and next steps using approved information and disclosures.
Refer suitable matters to appropriately authorised team members for further assessment.
Maintain accurate and detailed records of client interactions in the CRM.
Follow privacy, disclosure, quality-assurance and regulatory procedures.
Work towards agreed activity, quality and conversion targets.
Participate in ongoing training, coaching and professional development.

About you

You are confident speaking with people over the telephone and have the ability to quickly make them feel comfortable. You enjoy achieving results, but you also understand the importance of listening carefully and treating people experiencing financial difficulty with patience and respect.

You will ideally have:

At least one year of sales or customer service experience, including experience gained in retail, hospitality, telecommunications, banking or a contact centre.
A confident, warm and professional telephone manner.
Strong interpersonal skills and the ability to build rapport quickly.
A completed tertiary qualification in business, commerce, communications, psychology, social sciences or another relevant discipline.
A genuine interest in developing a career in financial services.
The maturity and empathy required to discuss sensitive personal and financial circumstances.
Strong listening, questioning and problem-solving skills.
The motivation to work towards individual and team performance targets.
Good attention to detail and accurate data-entry skills.
The ability to learn and consistently follow structured processes.
Confidence using CRM systems, Microsoft Office and other digital platforms.
Full Australian working rights.

Previous experience in financial services would be helpful but is not essential.

What we offer

A competitive base salary plus an attractive bonus structure.
Comprehensive training in debt solutions, client assessment and regulatory requirements.
Regular coaching and professional development.
Supplied leads and an established client-engagement process.
A supportive and experienced team environment.
Clear performance expectations and opportunities for career progression.
The satisfaction of helping people take meaningful steps towards financial stability.
A professional office conveniently located in North Sydney.

Important information about the role

This position involves regular telephone contact with people experiencing financial stress. The successful candidate will need to balance empathy and sensitivity with confidence, resilience and the ability to guide conversations effectively.

The role involves preliminary fact-finding and providing general information through approved Debt Fix processes. It does not involve independently providing legal, financial or credit advice.

Job type: Full-time
Work location: North Sydney, NSW
Work authorisation: Australia required

If you are a motivated sales or customer service professional who communicates confidently, enjoys learning and wants to build a meaningful career, we would like to hear from you.

Please submit your résumé and a short cover letter explaining why you are interested in joining Debt Fix.

Job Type: Full-time

Pay: $45,000.00 – $100,000.00 per year

Experience:

Sales: 1 year (Preferred)
Customer service: 1 year (Preferred)

Work Authorisation:

Australia (Required)

Work Location: In person

Quick Apply

Refine Your Search

personal banking specialist jobs in sydney, nsw

Client Solutions Specialist – Finance

Senior Specialist Legal Editor (Banking & Finance)

Settlement Specialist

Assistant Financial Accountant

Client Care Specialist

Operations Administrator

Credit Analyst

Information Security Operations Analyst (Sydney, Australia)

Lending Specialist - 210 George St

Analyst | Financial Services - Regulatory Audit | Sydney

Manager Line 1 Risk, Controls Assurance

Customer Banking Specialist - Strathfield

Customer Relations Consultant (EDR) 12month contract

Customer Banking Specialist - Ryde

Strategy and Operations Manager - Sydney

Manager - Line 2 Compliance Advisory

Senior Manager - Line 2 Compliance Advisory

Account Manager - New Business Development

Group Finance Manager

Relationship Manager - Reg Compliance

I want to receive the latest job alert for personal banking specialist in sydney, nsw

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