15 banking & financial services jobs found in Summer Hill, New South Wales

Sales & Service Team Leader Lead, Inspire, and Drive Success as a Sales & Service Team Leader | Double Bay LocationAre you a dynamic leader who’s passionate about customer service, coaching high-performing teams, and making a real impact? Step into a role where your leadership will shape customer experiences and drive business growth in a unique financial services company!About the CompanyOur client is a boutique, tight-knit financial services provider on

About the companyThis highly regarded and well established self licensed advice firm based in the North West of Sydney is known for putting their clients’ needs and goals at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of clients. Due to recent growth, the team is looking for an experienced Financial Planner to join the company’s journ

We're hiring a Customer Service Officer to be the first point of contact for customers who have missed a payment. This isn't about escalating problems - it's about providing empathetic support and finding real solutions.What you'll do:Handle inbound and outbound calls with a non-judgmental approach.Engage in sensitive conversations to understand customers' full situations.Offer guidance to help people get back on track with their mortgage or credit card pa

Customer Service Representative - WHV welcomeYour new companyCalling all Working holiday visas-Join a leading vehicle leasing company that empowers individuals to achieve their dreams of car ownership. This innovative company is dedicated to providing flexible financial solutions and exceptional customer experiences. As a Customer Service Representative within their vibrant team, you'll be joining a company that prides itself on a supportive, dynamic, and

A rare opportunity for a senior security leader to shape and drive enterprise-wide security strategy, governance and risk management across a complex, high-impact environment.Key ResponsibilitiesDevelop and lead the organisation’s security strategy and roadmapOversee governance, compliance and privacy frameworksLead security risk identification, assessment, monitoring and reportingDrive operational efficiencies across security functions, including budget a

Client Service Consultant Your new companyOur client is a new reverse mortgage lender that specialises in helping individuals over 55 unlock the equity they have built up in their home. They operate on the principles of celebration, optimism, trust, approachability, and spirit. Join this growing company that is getting busier by the minute! Your new roleInbound enquiries from potential customers, brokers or referrersBuild wonderful relationships with empa

Client Service ConsultantDo you thrive in fast paced customer focused environments? This is the perfect opportunity for you to grow within a company focused on well-being and development of employees! From an annual trip for all employees every year to well-being days, this is the perfect environment to grow within a business that believes in you! Think you have what it takes to be a Client Service Consultant? Apply today!Your new roleAs a service consulta

About the companyBased in North Sydney, this highly regarded, long-established advice firm is renowned for its client-centric approach and outstanding holistic financial advice. Over the years, they've built a solid, loyal client base and, due to ongoing growth, are now looking for an experienced Client Service Manager to join their team 4 days/week. About the roleAs a Client Service Manager, you'll work closely with the Principal Financial Adviser to deli

Sales Consultant Your new companyJoin one of Australia's leading life insurance companies who are committed to supporting doctors in their professional and personal lives. They want to provide a peace of mind to their customers and would love to have you come along as their new sales and service expert!Your new roleAs a sales and service consultant your key contribution will be to provide top notch customer service to new and existing customers. You will b

Market Operations AssociateSouth Eveleigh12-month contract | Full-timeBig 4 BankSupport marketing, research, and data tasks in a Big Four bank. Great role to grow your skills in a corporate environment.Looking to launch your career in marketing and operations?We have an exciting entry-level opportunity with one of Australia’s Big Four Banks. This contract position will give you exposure to marketing campaigns, data analysis, and market research while provi

Contact Centre Coach – Lead, Empower, Inspire (Parramatta-based)Financial Services | Customer Experience | Make the Role Your Own | Hybrid Full Time Permanent OpportunityAre you passionate about coaching others to deliver exceptional customer experiences? Do you thrive in environments where people and culture matter as much as performance? If so, this is your chance to make a real impact.A fast-growing, purpose-driven financial services organisation is on

About the companyOur client is a 100% customer-owned Australian bank and is dedicated to the financial wellbeing of its community. With a strong and loyal customer base built on a client-centric approach, they are now growing their team. They're seeking a passionate Mobile Lender to join them and continue their legacy of exceptional service.About the roleIn this role, you'll be the face of the bank, building new business and forging strong relationships ac

Fulfilment Officer – Asset Finance - Business Banking12-Month Contract | Sydney CBD | Major BankJoin one of Australia’s leading banks in a rewarding Fulfilment Officer – Asset Finance position within the Business Banking team. This is a fantastic opportunity to step into a supportive and structured environment with long-term career development opportunities.About the Role:As a Fulfillment Officer, you’ll be responsible for the end-to-end processing of busi

Client Service Manager - Wealth Management Attractive salary packageStrong career growthWork life balanceSuccess begins here! Join a reputable advice business and build your long term careerAbout the companyThis growing financial advice business based in CBD has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients from wealth accumu

Ready to lead a high-growth portfolio in Commercial Banking? Seeking a skilled and driven Senior Relationship Manager / Director to manage and expand a critical client base, with a significant emphasis on new business development. This is a full-time position located in Sydney's CBD.About the Role:As a key member of our industry-specialized Commercial Banking team, you'll bring deep expertise to clients. You'll be responsible for cultivating relationships