Customer Service Officer
About the job
Location
Sydney
Employment Type
Full time
Location Type
Hybrid
Department
Customer Support Operations
Who is Shift?
At Shift, we’re business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade terms and choose the right financial products.
We believe Australian businesses are the driving force behind our economy and are core to our communities. That’s why our business expertise, focus on relationships, and market-leading technology is at the core of everything we do. We’ve helped solve the credit and payment pain points for more than 25,000 businesses, providing over $3.5 billion in aggregate funding.
Our unique approach to product innovation combined with our collaborative culture means you can build your career in a supportive environment. You’ll be joining a diverse team of over 250 people who are always looking to deliver better outcomes for Australian businesses.
About the role
The Customer Service Officer is responsible for providing exceptional customer service and operational support to customers after their finance product has been established. Handles day-to-day account maintenance, operational requests, and enquiries in line with policies and procedures
Main Duties/Responsibilities
Act as the first point of contact for customers with post-settlement enquiries and requests.
Process customer requests in line with policies, procedures, and regulatory obligations.
Proactively follow up on outstanding items to ensure timely resolution.
Maintain accurate and up-to-date records in CRM and other systems.
Promote a positive brand experience in every customer interaction.
Answer inbound customer calls as part of a rotating roster within the team
Support customers and brokers with operational tasks, including:
Account payments.
Statement requests
Account maintenance
Experience & Skills required:
Experience in a customer service, call centre, or administration role within financial services, banking, or lending.
Familiarity with loan products, account maintenance processes, and operational task management.
Experience using CRM systems and financial services platforms.
Qualifications:
Relevant qualification in financial services – preferred but not essential
#LI-Hybrid
