Member Services Officer | Rooty Hill Perm

About the Role The role of the Member Service Officer is to professionally and positively communicate all the Banks' products and services. This is conducted via various forms of communication, ensuring the client's needs are fully satisfied by cross selling the benefits of appropriate products and services. MSO's must accurately and promptly process all transactions across all channels with efficiency and professionalism. Outstanding MSO's are focused and self-driven to help our clients with their day-to-day financial needs with a high level of service and sales techniques. Key activities will include: Understands and follows the Complaints Handling and Dispute Resolution policy Competent in Cash Handling Ensures all start and end of day procedures are completed accurately, on time and adheres to office security procedures Accepts, verifies and processes all processing for clients according to Promapp processes Ensures all GL's are reconciled in a timely manner prior to the end of the month and all procedures and protocols are adhered to Attends to overseas enquiries in a proficient and professional manner Accurately processes foreign exchange orders ensuring correct exchange rates and all fraud prevention methods have been checked. Ensures process are actioned correctly to ensure efficient and prompt delivery NSW branches Completes end of day procedures and confirmations for third party providers, including resolving any investigations Builds a strong relationship with our clients whilst listening and engaging in quality conversations to identify client's needs and educating on self - navigation Actively identifies third party products suitable to client's needs. Works towards Office targets and key performance indicators as identified and advised by the National Manager Retail Staff may be rostered to various roles across the Retail Sales department and may be requested to work from other offices as required Any other tasks or duties delegated by Branch Lead or Branch Manager Maintains the presentation of the office and work area ensuring a clean and safe environment at all times following the TMBL Workplace Health and Safety policy Accurately processes credit cards in line with TMBL's lending policies and practices About You This is an excellent opportunity for an enthusiastic team player, passionate about making a difference for our members and delivering exceptional service. If you are a confident communicator with strong cross selling/sales skills you will excel in this role. Your ability to build rapport with a variety of people and a passion to go the extra mile will set you apart. Financial Services Reform Tier 2 Accreditation is an essential requirement or the willingness to undertake and complete. About us: Teachers Mutual Bank Limited is one of the largest mutual banks in Australia. We are a globally-recognised socially responsible bank with profit-for-purpose as our business model and philosophy. At our Bank, social responsibility is built-in, not bolted on and drives our business practices, people, and products. We are proud to serve some of Australia’s essential workers in education, emergency services and healthcare. We believe they deserve a bank that does good for their community. We have been named one of the World’s Most Ethical Companies for ten years in a row and are a Certified B Corp Bank. Our employees embrace our organisation’s values of passion, advocacy and sustainability, and contribute to a diverse and inclusive workplace culture founded on mutual respect, equality and a focus on striving to deliver exceptional member service. We are an Employer of Choice, promote Diversity and Inclusion, and follow EEO principles by appointing on merit. We work under a hybrid working model to provide flexibility in the workplace. For more information about working conditions as well as our employee value proposition, please visit the careers page on our website at www.tmbank.com.au or find us on LinkedIn! How to apply: Please click the APPLY button and follow the prompts. For a confidential conversation, please contact Elroy Gonsalves, jobs@tmbl.com.auTeachers Mutual Bank Ltd may conduct a background or reference check (or both) as part of the recruitment process. By applying you agree to cooperate fully in those procedures and understand that an offer is subject to the satisfactory outcome of those checks, at the discretion of Teachers Mutual Bank Ltd.