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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer onboarding, credit assessment, and lending within financial services, while effectively leading a team to deliver exceptional customer experiences. Strong focus on stakeholder management, problem resolution, and performance target achievement.
Highest-signal resume keywords
Customer OnboardingCredit AssessmentStakeholder ManagementTeam LeadershipCustomer Service
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
LendingCredit FundamentalsPerformance TargetsDecision MakingProblem Resolution
Soft Skills
CommunicationRelationship ManagementTeam CollaborationOrganisational SkillsAttention to Detail
Tools & Technologies
Customer Management SystemsOnboarding Technology
Industry Keywords
Financial ServicesCustomer ExperienceSalesEscalated Customer Cases
About the role
Key responsibilities & impact- Oversees a small team of Customer Solutions Specialists, providing coaching, guidance, and support to ensure team members deliver exceptional customer experiences.
- Meets onboarding and credit decision standards, and achieves performance targets.
- Assists business owners in identifying the most suitable product based on needs and circumstances.
- Allocates and monitors workloads and rosters within the team.
- Provides training, coaching, and feedback to improve skills and product knowledge.
- Handles escalated customer cases working with multiple stakeholders.
- Owns the customer onboarding journey from registration through to credit decisioning, ensuring a smooth experience.
Requirements
What you’ll need- Experience in lending, credit assessment, customer onboarding, or sales within financial services.
- Strong customer service and relationship management skills with the ability to convert opportunities into settled deals.
- Good understanding of credit fundamentals and ability to make decisions within defined frameworks and scorecards.
- Strong communication, stakeholder management, and team collaboration skills.
- Ability to resolve problems, handle objections, and make decisions under pressure.
- Strong organisational skills with the ability to manage multiple onboarding processes at once.
- Comfortable using systems and technology, with strong attention to detail and focus on continuous improvement.
- Proven track record of delivering high-quality customer service and meeting performance targets.
Benefits
Comp & perks- Collaborative teams – a flat structure means everyone can learn from colleagues and senior leaders around the business.
- Be involved – come together with all of your colleagues every 100 days to share the product and technology roadmap and business strategy.
- Flexible working environment – we’re headquartered in North Sydney with state-based workplaces and offer a flexible work policy.
- Family support – industry leading 26 weeks paid parental leave.
- Purpose built spaces within our office – designed for collaboration, brainstorming, socialising, and focused work.
- Range of benefits supporting your physical, psychological and financial wellbeing. From a day off on your birthday to excellent end of trip facilities.