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Wealth Officer

NAB - National Australia Bank - Melbourne, VIC

Banking & Finance
Source: uWorkin


Full Job Description
Work type: Fixed-term Full time, Secondment
Location: Aust - VIC Metro

Outstanding opportunity to help our Wealth customers in Personal Banking
Supportive and engaging team
6-9 month opportunity-2 roles available

An opportunity that gives you more

We currently have two opportunities as Wealth Officer to join our Wealth team in Personal Banking.

As a Wealth Officer, within the Insurance and Wealth Partnerships team, your role purpose is to efficiently and effectively manage and triage Insurance & Wealth related referrals to NAB’s third party business partners. Key requirements include:

Using effective commutation skills to build rapport with customers, triage their needs effectively and perform a warm handover to the respective business partner
Stakeholder engagement with Bankers, Financial Planners & Client Services Officers
Receive inbound calls/make outbound calls in relation to financial planning and insurance related referrals from existing NAB customers
Answer customer enquiries and requests that are in scope in an efficient and timely manner
Adhere to Service Level Agreements (SLA)
Ensure all client data is accurately prepared, recorded and maintained in all business systems

What you will bring

You will come to us with:
Experience in customer service focused roles
Outstanding customer service skills and experience
Excellent communication skills
Ability to adapt to change and problem solving
Ability to multitask and prioritise time
Experience adhering to compliance protocols and call scripting

By joining NAB, you are committing to putting our customers’ needs first every time. You will be ambitious for growth; always curious and learning from colleagues. You will speak honestly, always valuing the time and opinion of others. You will own your work, doing what’s right, even when it’s hard.

NAB, invested in you

We are committed to gender equality and are proud to be an equal opportunity employer and have a diverse and inclusive workforce. We have committed $70bn in financing to help address climate change and provide 2 days of paid leave each year through our employee volunteering program to support community organisations.

We support our colleagues to be their best by offering a wide range of educational, financial, lifestyle, health & well-being benefits. For more information please visit here.

Join NAB

If you think this role is the right fit for you, we invite you to apply. Let’s explore who you are and what drives you.

To be eligible to apply, you must have Australian or New Zealand citizenship or permanent residency status. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.

Please note unsolicited CVs from agencies will not be accepted. (External advert only, heading will be removed for internal advert)