Financial Services Officer
Core
Support customers and colleagues with specialist financial services knowledge, providing training, guidance, and direct service for deposits and specific agri-finance products.
Role type
Financial Services Officer (Branch)
Builds
Branch financial services business plans and sales campaigns for deposits, livestock/wool warranties, and prepayment facilities.
Domain
Australian Agriculture / Rural Finance
Deliverable
product features | client delivery
Required skills
Administrative functions, interpersonal communication, stakeholder relationship management, Microsoft Office proficiency, customer service delivery, organizational abilities
Responsibilities
Serve as the branch expert for all financial services products; train team members on the financial services suite; develop and implement the annual branch financial services business plan; execute sales campaigns for deposits, livestock/wool in transit warranty, and prepayment facilities; assist customers directly with deposit account operations; ensure compliance with statutory legislation (e.g., AML/CTF).