Broker Customer Onboarding Specialist
Vor 6 Tagen
Customer focussed and ready to take the next step in your career? At MyState, we're on an exciting journey of growth and transformation. With the recent merger of MyState and Auswide Bank, we're now part of a bigger group, operating under four brands – MyState Bank, Auswide Bank, SelfCo and TPT Wealth. This means more opportunities, a broader market, and an even stronger commitment to delivering outstanding service. We're challenging the status quo in financial services and reshaping the way Australians manage their money. As we continue to grow our national broker footprint, we're looking for a Broker Customer Onboarding Specialist to join our expanding Broker team and play a critical role in welcoming our newest customers. The role will be based in our Brisbane or Bundaberg office. About the role As a Broker Customer Onboarding Specialist, you'll be the first point of contact for customers referred by our broker network. Your role is to deliver a warm, seamless and confident onboarding experience that sets customers up for success — and reinforces brokers' trust in our process, service and brand. You will guide customers through the early stages of their home-lending journey, ensuring they understand their options, feel supported, and have everything they need to move forward smoothly. With a blend of service excellence, accuracy, and relationship focus, you'll play a key role in improving conversion, retention and overall broker advocacy. What you'll do Deliver timely, compliant and high-quality onboarding experiences for all broker-referred customers. Understand customer needs and provide clear, helpful product guidance. Complete onboarding steps including account setup, documentation and follow-up within agreed service levels. Partner with internal colleagues to deliver a smooth end-to-end journey. Support loan conversion by creating a confident and positive first experience. Adhere to internal policies, privacy, and AML / CTF requirements. Contribute insights and ideas to help improve the broker and customer experience. Maintain up-to-date knowledge of products, policies and our third-party channel. About you You'll thrive in this role if you : Love talking to customers and delivering exceptional phone-based service. Have strong attention to detail and a passion for getting things right. Enjoy working in a fast-paced environment where accuracy and compliance matter. Bring confidence, warmth and professionalism to every interaction. Are curious, adaptable and eager to contribute to a growing team. Have experience in banking, lending, customer service, financial services or broker support (highly desirable). Why join us? Be part of a growing national broker strategy at a pivotal moment in our transformation. Work with a supportive, values-driven team genuinely committed to helping customers. Opportunities to grow your career across multiple brands and business areas. Access to banking benefits, learning programs and an organisation that celebrates new ideas. If you're passionate about delivering an outstanding experience and want to be part of our next chapter, we'd love to hear from you. Apply now and help us build the best broker customer onboarding experience. Applications close midnight on 7 December Employment with MyState is subject to background checks including Bankruptcy, Police, and Credit checks to verify your suitability to work in the finance sector. We are an equal opportunity employer, committed to creating an inclusive work environment where everyone is valued. #J-18808-Ljbffr
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Broker Customer Onboarding Specialist
Vor 4 Tagen
Bundaberg, Österreich Mystate Limited VollzeitCustomer focussed and ready to take the next step in your career? At MyState, we’re on an exciting journey of growth and transformation. With the recent merger of MyState and Auswide Bank, we’re now part of a bigger group, operating under four brands – MyState Bank, Auswide Bank, SelfCo and TPT Wealth. This means more opportunities, a broader market,...
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Bundaberg, Österreich MyState Bank VollzeitA growing financial institution is seeking a Broker Customer Onboarding Specialist based in Bundaberg or Brisbane. You will be the primary contact for customers referred by brokers, ensuring a smooth onboarding experience that fosters trust and satisfaction. The ideal candidate will possess exceptional customer service skills, a meticulous eye for detail,...
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Bundaberg, Österreich MyState Limited VollzeitA growing financial services organization in Bundaberg is seeking a Broker Customer Onboarding Specialist. This role involves delivering exceptional customer service to broker-referred clients, guiding them through the onboarding process, and ensuring a smooth experience. Ideal candidates will have strong communication skills, attention to detail, and a...
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Bundaberg, Österreich Mystate Limited VollzeitA leading financial services firm is seeking a Broker Customer Onboarding Specialist in Bundaberg, Queensland. This role involves guiding customers through their onboarding journey to enhance their experience and ensure compliance. Ideal candidates will have exceptional phone-based service skills, attention to detail, and a desire to support customers. Join...
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