Related skills
team management financial services customer onboarding compliance leadership📋 Description
- Lead and coach a team of Customer Solutions Specialists to meet onboarding standards.
- Hands-on onboarding support from application to settlement; escalate complex cases.
- Manage workloads, rosters, and training to boost knowledge and compliance.
- Handle escalated customer cases and complex credit assessments.
- Monitor scorecard performance; drive improvements and KPIs.
- Own onboarding for high-value clients; ensure compliance.
🎯 Requirements
- Experience in lending, credit assessment, onboarding or sales in financial services.
- Ability to position products and convert enquiries to settled deals.
- Proven track record of high-quality customer service and meeting targets.
- Strong team communication and coaching skills.
- Ability to build productive team relationships.
- Finance/business qualification advantageous.
🎁 Benefits
- Collaborative teams – flat structure for learning from colleagues.
- Be involved every 100 days to share product roadmap and strategy.
- Flexible working environment with HQ in North Sydney and policy.
- Family support – 26 weeks paid parental leave.
- Purpose-built spaces within the office for collaboration and focused work.
- Benefits supporting wellbeing and work-life balance.
Meet JobCopilot: Your Personal AI Job Hunter
Automatically Apply to Customer Support Jobs. Just set your
preferences and Job Copilot will do the rest — finding, filtering, and applying while you focus on what matters.
Help us maintain the quality of jobs posted on Empllo!
Is this position not a remote job?
Let us know!