Are you passionate about delivering exceptional customer service and helping customers achieve their financial goals?
We are seeking multiple customer-focused Savings Officer to join a growing financial services organisation in New Zealand. This is an exciting opportunity to play a key role in supporting customers with their accounts while contributing to an organisation committed to delivering outstanding service and positive customer outcomes.
About the Role
As a Savings Officer, you will provide support to existing and prospective customers across multiple channels. You will be responsible for managing customer enquiries, supporting account opening and servicing activities, processing transactions, and ensuring an exceptional customer experience throughout the customer journey.
Key Responsibilities
- Deliver high-quality service and support to customers across multiple communication channels
- Assist customers with account opening, savings account enquiries, payments, statements, and maturity instructions
- Complete customer identity and verification checks
- Supporting customers to self-serve, using the online dashboard
- Maintain accurate customer records and documentation
- Handle customer requests in line with regulatory requirements and internal procedures
- Identify and escalate issues, risks, complaints, and opportunities for service improvement
- Contribute to customer satisfaction and service performance objectives
About You
To be successful in this role, you will have:
- Previous customer service experience (ideally within banking or financial services)
- Excellent verbal and written communication skills
- Strong attention to detail and organisational skills
- A customer-first approach and a genuine desire to help others
- The ability to manage multiple priorities while maintaining accuracy
- A positive, proactive, and professional attitude
- Strong teamwork and relationship-building skills
Desirable Experience
- Experience working with savings products or within a retail banking environment
- Knowledge of financial services regulations and industry best practice
- An interest in or knowledge of the rural or agricultural sector
What’s on Offer?
- Opportunity to join a specialised and growing financial services business
- Supportive and collaborative team environment
- Ongoing learning and development opportunities
- A role where you can make a meaningful difference to customer outcomes
If you are passionate about customer service and looking to build your career within financial services, we’d love to hear from you. For any queries, please contact Hannah on hannah.williams@madison.co.nz
Applications will be reviewed as they are received.
Reference: 145409
