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About the Role
As a Financial Operations Specialist, you will manage customer accounts and balances to meet compliance requirements. This hands-on role involves assisting with daily settlement, chargebacks, accounts in arrears, unclaimed monies, and accounts payable activities, while engaging with customers professionally and collaborating with various teams to improve processes and customer experience.
Responsibilities
- Manage recurring financial operations accurately and within required timeframes.
- Manage accounts payable activities, including invoice and transaction processing, reconciliation and payment-related administration.
- Monitor and action customer account matters, including appropriate follow-up where required.
- Help resolve customer questions, issues and complaints accurately and efficiently.
- Escalate more complex issues when needed and help see them through to resolution.
- Support customers experiencing financial hardship and complete agreed customer check ins.
- Maintain accurate financial records and ensure activities are completed in line with relevant processes and controls.
- Identify and escalate issues, discrepancies or risks, while supporting ongoing process improvements.
- Use initiative and good judgement when working through new or unclear situations.
Requirements
- Strong attention to detail, particularly when working with financial transactions, reconciliations and operational processes.
- High level of personal accountability, and good organisational skills with the ability to manage regular and recurring tasks.
- Experience in customer operations role or similar.
- Strong written and verbal communication skills.
- Strong problem-solving skills and the ability to investigate and resolve customer and operational issues.
- Able to work effectively in a fast-paced environment where priorities and processes may change.
- Ability to work collaboratively across different teams and stakeholders.
Skills
- Customer support platforms experience is desirable.
- Financial services, fintech, banking, accounts payable or digital products experience is advantageous but not essential.
About the Company
- x15ventures is building the next generation of digital businesses that help improve the financial wellbeing of Australians.
- Kit is a money app for kids and families with a mission to accelerate the financial capability of young people through fun, practical and engaging money experiences.
- As part of the CommBank Group, we combine the speed and innovation of a startup with the scale, trust and stability of Australia's leading bank.
- We move quickly, solve real customer problems and continuously improve the experiences we deliver.
- Our Purpose is to improve the financial wellbeing of our customers and communities.
- We care about our customers and each other. We serve with empathy, humility and transparency.
- We challenge the status quo, embrace change and look for better ways of doing things.
- We do what's right, work together and deliver meaningful outcomes for our customers.