In-Demand Customer banking specialist Jobs in North 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
7d
Business Analyst – Financial Crime
Neuronimbus Digital Pty Ltd —Sydney NSW
- $660 - $680 a day
- Contract
- Data analysis skills
- Analysis skills
- Agile
Quick Apply
Payments and Cards Team Member
AMP Limited —Sydney NSW
- Full-time
- Customer service
- Finance
- Data entry
5d
Customer Banking Specialist - North Sydney
Commonwealth Bank —North Shore NSW
- Part-time
- Hospitality
- Customer service
- Financial services
5d
Client Service Consultant - Wealth
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Customer service
- Financial services
- Typing
- Annual leave
- Work from home
Lending Customer Success Graduate
Ebury —Sydney NSW
- Part-time
- Customer service
- Salesforce
- Data analysis skills
Quick Apply
4d
Customer Banking Specialist - Rhodes
Commonwealth Bank —Sydney Northern Suburbs NSW
- Part-time
- Hospitality
- Customer service
- Financial services
4d
Internal Dispute Resolution Case Manager - hybrid/remote
Commonwealth Superannuation Corporation (CSC) —Sydney NSW
- Full-time
- Remote
- Case management
- Communication skills
- Time management
3d
Summer Business Banking Internship
Bank of Queensland —Sydney NSW
- Internship
- Parental leave
- Employee assistance program
Assistant Financial Accountant
Bank of Queensland —Sydney NSW
- Full-time
- Bachelor's degree
- Accounting
- Parental leave
- Employee assistance program
14d
Lending Specialist - 210 George St
Bank of Queensland —Sydney NSW
- Full-time
- Analysis skills
- Parental leave
- Employee assistance program
Client Executive - Wealth and Asset Management
EY —Sydney NSW
- Business development
- Recruiting
- Financial services
- Parental leave
Transactional Banking Specialist
Westpac —Sydney NSW
- Full-time
- Management
- Sales
- Business development
13d
Client Relationship Manager | Employee Share Plans
Link Group —Sydney NSW
- Hybrid work
- Organisational skills
- Communication skills
- Health insurance
- Parental leave
Customer Experience Specialist
Healius Corp. —Sydney NSW
- Full-time
- Sales
- Customer service
- Administrative experience
- Health insurance
- Employee assistance program
16h
Senior Specialist, Technical Product Enablement and Sales - Digital Issuing
Mastercard —St Leonards NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Sales
11d
Mobile Banker - Sydney - ME Bank
Bank of Queensland —Sydney NSW
- Full-time
- Parental leave
- Employee assistance program
Associate Director, Interest Rate Sales, Major Agribusiness Clients
Rabobank —Sydney NSW
- Full-time
- Hybrid work
- Microsoft Excel
- Sales
- Time management
- Annual leave
- Parental leave
Customer Support Specialist
Tyro Payments —Sydney NSW
- Rotating roster
- Hybrid work
- Hospitality
- Customer service
- Communication skills
- Work from home
4d
Relationship Manager, Business & Private Bank, Sydney
ANZ Banking Group —Sydney NSW
- Full-time
- Leadership
- Negotiation
6d

I want to receive the latest job alert for customer banking specialist in north sydney nsw

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

customer banking specialist jobs near north sydney nsw

Financial Accountant jobs in Sydney NSW

Client Manager jobs in Sydney NSW

Business Intern jobs in Sydney NSW

Business Analyst jobs in Sydney NSW

Customer Service Representative jobs in Sydney NSW

Customer Experience Specialist jobs in Sydney NSW

Customer Success Manager jobs in Sydney NSW

Sales Director jobs in Sydney NSW

Case Manager jobs in Sydney NSW

Chief Financial Officer jobs in Sydney Nsw

Financial Accountant jobs in Castle Hill Nsw

Financial Accountant jobs in Padbury Wa

Junior Financial Advisor jobs in Sutherland Nsw

Junior Tax Accountant jobs in Laverton North Vic

Senior Tax Accountant jobs in Waurn Ponds Vic

Financial Accountant jobs in Mornington Vic

Financial Accountant jobs in Treeby Wa

Client Manager jobs in New South Wales

Community Engagement Manager jobs in Rockhampton Qld

Client Manager jobs in Kincumber Nsw

Client Solutions Specialist – Finance

Debt Fix
North Sydney NSW

Quick Apply

Job Details

Full-time
$45,000 - $100,000 a year
7 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

customer banking specialist jobs in north sydney nsw

Client Solutions Specialist – Finance

Business Analyst – Financial Crime

Payments and Cards Team Member

Customer Banking Specialist - North Sydney

Client Service Consultant - Wealth

Lending Customer Success Graduate

Customer Banking Specialist - Rhodes

Internal Dispute Resolution Case Manager - hybrid/remote

Summer Business Banking Internship

Assistant Financial Accountant

Lending Specialist - 210 George St

Client Executive - Wealth and Asset Management

Transactional Banking Specialist

Client Relationship Manager | Employee Share Plans

Customer Experience Specialist

Senior Specialist, Technical Product Enablement and Sales - Digital Issuing

Mobile Banker - Sydney - ME Bank

Associate Director, Interest Rate Sales, Major Agribusiness Clients

Customer Support Specialist

Relationship Manager, Business & Private Bank, Sydney

I want to receive the latest job alert for customer banking specialist in north sydney nsw

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected