Account Service Officer Jobs

Demonstrating confidence and knowledge by ensuring transactions are thorough and accurate. Demonstrating respect and knowledge in interactions with the APB/Banker

Adhering to position authorities and bank policies

Accurately processing daily transactions and Service Requests from Salesforce originated by the Private Banking Team and Clients.

Checking/authorizing transactions with approved limits.

Daily completion of the Accounting Support Package as outlined in the ASP at a glance for Sales Support Officers document.

Increase Client Satisfaction And Loyalty Through Service Excellence By

Strong organisational skills with a high degree of drive.

Proven knowledge and understanding of the functions of Canberra Health Service, Equipment Loan Service.

Demonstrated knowledge of infection control procedures to effectively clean and maintain service equipment.

Contribute to and participate in the equipment cleaning service in accordance with relevant policies and procedures, as directed.

Communicate effectively with colleagues, clients, health professionals, carers, and members of the public in a range of settings and circumstances.

Undertake other duties appropriate to this level of classification which contribute to the operation of the organisation.

Proven Organizational and time management skills

Distribute tasks and conducts workflow management as dictated by departmental volumes and activity

Set up, advance and administer new loan business, process related financial transactions for Personal Lenders and Account Managers

Resolve conflicts where possible or refer to Business and Specialized Lending Manager

Maintain accurate records to meet both compliance and audit requirements

Meet and exceed defined service levels agreements and engage Manager if SLA’s are not met

Accurately processing daily transactions originated by Clients, management or a B/F system;

Thorough knowledge of the Bank’s monitoring and compliance requirements including Anti-Money Laundering requirements through Know Your Client (KYC)

Working knowledge of the roles and responsibilities of other bank service and support functions crossing all delivery channels;

Responding promptly and effectively to requests, concerns and complaints from clients, PB Sales Officers, PB Manager and Manager Client Service;

Ensuring all Business Authentication requirements are adhered to in order to protect the integrity of the Client and Bank information;

Completion of any returns/reporting requirements accurately and submitting to the appropriate authority in a timely manner;