Customer Care Associate

CUSTOMER CARE ASSOCIATE

Location: Melbourne
Team: Customer Solutions

Is this your next role?

At Heartland, we believe in helping our people Bring your Heart. Build your future.

As our Customer Care Associate, you will be the first point of contact for customers and prospective customers seeking support with reverse mortgages. You will provide compassionate, accurate service across phone, email and chat, helping customers manage their accounts, understand our products and resolve enquiries with confidence.

Working closely with Customer Solutions, Operations, Technology and Digital teams, you will make each interaction count while ensuring customer records and outcomes meet our quality, privacy, security and regulatory standards.

This is a great opportunity for someone who enjoys solving problems, building trust and supporting customers through important financial conversations. You will have the scope to deepen your knowledge of specialist banking while contributing to a collaborative, evolving team.

A bit about us

At Heartland Bank Australia, we believe banking should help people get more from life. Whether we're helping Australians make more of their retirement, supporting farmers to grow their businesses or helping customers build their savings, our focus is on practical solutions that make a real difference.

We're a specialist bank with big ambitions and a culture where people are encouraged to bring their ideas, take ownership and grow with the business. As part of the wider Heartland Group, we combine the ambition of a growing business with a practical, people-first approach. We back our people to take ownership, challenge the status quo and make a genuine difference for our customers and communities.

What you'll do

• Respond promptly and professionally to inbound and outbound customer enquiries about reverse mortgages, leads and other customer needs.
• Explain Heartland products clearly and assist customers with transactions, account management and applications.
• Troubleshoot online and mobile banking issues and guide customers towards practical solutions.
• Manage complaints, resolve issues at first contact where possible and escalate complex matters appropriately.
• Maintain complete and accurate customer records in core banking and CRM systems.
• Contribute to customer satisfaction, first contact resolution, call quality and service targets.
• Participate in ongoing learning to stay current with products, policies and regulatory requirements.
  

What you'll bring

We're looking for someone who is calm, empathetic and customer-focused, with the judgement to balance great service with accuracy and compliance.

To be successful in this role, you'll bring:

• 1-3 years' experience in a contact centre, banking or customer service environment.
• Excellent verbal and written communication skills, with the ability to explain information clearly and compassionately.
• Strong problem-solving and decision-making skills, including sound judgement about when to escalate.
• The ability to manage high call volumes, competing priorities and multiple systems in a fast-paced environment.
• High attention to detail, professionalism and integrity.
• Confidence using Microsoft Office and CRM or banking software.
• A collaborative approach and commitment to delivering consistently positive customer experiences.
  

Desirable:

• Experience in financial services or specialist lending.
• Knowledge of financial products, banking regulations and customer verification procedures.
  

You'll thrive at Heartland if you

• Take ownership of customer enquiries from start to finish.
• Communicate clearly and proactively with customers, colleagues and stakeholders.
• Seek feedback, keep learning and apply new knowledge to improve outcomes.
• Contribute positively to team culture through the quality of your work and relationships.
• Do what's right for customers and colleagues, even when the answer is not straightforward.
  

Why Heartland?

At Heartland, our Employee Value Proposition is simple: Bring your Heart. Build your future.

Bring your Heart means bringing who you are to work: your ideas, experience, ambition and care for the people around you. We want you to do work that means something, be part of a culture where you belong and have the flexibility to make work fit alongside your life.

Build your future means having the opportunity to keep moving forward. It's our commitment to helping you grow through learning, new challenges and a career that reflects your ambitions.

What's in it for you?

At Heartland, great benefits are about more than perks. They're about supporting our people to grow, thrive and do their best work.

Built around your whole life | Always Evolving

• Hybrid working from day one
• Flexible work arrangements
• 18 weeks paid parental leave for all parents, plus super on unpaid parental leave
• Access to an employee discounts platform
• Novated leasing
• Free annual flu vaccinations

Grow & be rewarded | Be Ambitious

• Career development and internal opportunities
• Learning and development programs
• Competitive remuneration and incentive opportunities

Work that means something | Do What's Right

• Strong values-led and ethical culture
• Paid volunteer day each year
• Confidential SpeakUp and whistleblower protections
• Meaningful work that supports customers and communities

A culture built for everyone | One Team

• Employee networks, social committee and team events
• Wellbeing initiatives and Employee Assistance Program (EAP)
• Inclusive and flexible ways of working
• A collaborative environment where everyone belongs
  

Can you see yourself here?

We're committed to creating an inclusive workplace where everyone feels valued, respected and empowered to succeed.

We welcome different perspectives and experiences because we know our best work happens when people can bring their heart to what they do and contribute their unique strengths.

If you're excited by this opportunity and can see yourself thriving at Heartland, we'd love to hear from you.

Apply today and Bring your Heart. Build your future.

Join our Heartland

Heartland is an innovative and award-winning financial services group. We’re committed to creating a culture of inclusivity that celebrates our diversity and supports the wellbeing of our people.

About Us

Across the Heartland group, we’re looking for people who will embrace the opportunities we provide to learn, contribute and make a difference. You’ll find meaningful work and an environment that is fast-paced, rewarding and supportive.

The Heartland group is a digital financial services group of companies, which includes Heartland Bank in New Zealand and Heartland Bank in Australia (which includes our StockCo team).