Customer Service Representative (CSR) | In-House Financial Account

Location: Eastwood

Work Setup: In-house / On-site then Hybrid

Shift: Dayshift

Account: Australian/New Zealand Financial Services – Voice Account

Job Summary

We are looking for a Customer Service Representative (CSR) to join an in-house financial services account supporting customers in Australia and New Zealand. The role will primarily handle voice-based customer interactions, providing accurate information, resolving concerns, and assisting customers with their banking and financial service needs.

Key Responsibilities

Handle inbound customer calls and provide professional, courteous, and efficient assistance. Assist customers with banking and financial service-related inquiries and concerns. Provide accurate information regarding products, services, transactions, and account-related matters. Investigate and resolve customer issues while following established processes and policies. Handle sensitive customer and financial information with confidentiality. Document customer interactions accurately in the appropriate systems. Escalate complex or sensitive concerns to the appropriate team when necessary. Meet established customer service, quality, productivity, and compliance standards. Maintain a high level of professionalism when communicating with Australian and New Zealand customers.|Qualifications2–3+ years of customer service experience, preferably supporting a banking, financial services, or similar account. Strong English communication skills, both verbal and written. Excellent active listening and customer-handling skills. Comfortable handling voice-based customer interactions and a high volume of calls. Experience in banking, financial services, insurance, payments, or related industries is highly preferred. Strong problem-solving and critical-thinking skills. Able to handle confidential and sensitive customer information appropriately.