Welcome to our Talent Community
logo
Financial Services Intern (Transitional Pathways Program)
Full Time

 
 
Financial Services Intern (Transitional Pathways Program)
REPORTING TO: People and Culture Business Partner and the relevant Supervisor/ Manager
GRADE: Traineeship / Internship


PROGRAM OBJECTIVE
The Bank Australia Financial Services Internship - Transitional Pathways Program is designed to provide participants with skills and experience working within the Australian financial services industry. Participants will undertake a variety of placements within Bank Australia’s metropolitan locations.
Participants of the program are expected post internship to be willing to undertake roles in any of the Bank Australia Metropolitan locations.



KEY OBJECTIVE
To assist customers with their personal finance needs in accordance with standards of performance determined by the company and its customers, whilst undertaking a one year internship. Interns are expected to spend time in a variety of departments learning the business, and will therefore undertake further duties in the relevant areas. These duties will be described in the relevant Grade 1 position descriptions for Customer Service Consultant, Retail Operations Consultant, Administration Officer, Accounting Officer, Insurance and Wealth Specialists, Credit Integrity Officer, Banking Integrity Officer, Contact Centre Centre Consultant, and Customer Service Consultant – MPS, Customer Service Consultant – Lending Admin, Customer Service Consultant – Retail Lending.


All duties detailed in this PD are to be performed in a manner consistent with the company's vision and values.


SUSTAINABLE DEVELOPMENT
Sustainable development means adopting systematic and balanced business strategies that satisfy the economic, social and environmental performance expectations of our stakeholders today, while protecting, sustaining and enhancing the financial, human and natural resources that will be needed to develop the company in the future.
You are required to be engaged in and facilitate the company’s approach to Sustainable Development in accordance with the company’s policies and values.



FRAUD RISK
You are required to contribute to the detection and prevention of fraud – internal and external. In accordance with the Code of Conduct, you must report any instances of improper conduct that come to your attention. PRIVACY You are required to meet the requirements of the Australian Privacy Principles, the company’s Privacy Policy and will undertake periodic privacy training. You will only access private information where required in the course of performing your duties.


COMPLIANCE
You are required to comply with all relevant service standards, policies and procedures and undertake training and development activities required to maintain competency in all relevant regulatory regimes including Financial Services Reform Act (FSRA) and the National Credit Act. All these are available on the company’s intranet.


In accordance with the Staff Charter and Compliance Policy, you are required to report any compliance breaches, breaches of Policy or procedures that come to your attention to your supervisor or another manager/auditor.
You must complete ASIC Tier 2 equivalent qualification before undertaking any customer service activities.



You are not permitted to undertake customer service activities until you have completed the following training for compliance with the Financial Services Reform Act 2001 (FSRA):


Deposit Products and Non Cash Payment Facilities
·
Bank Australia Induction Booklet & Assessment
·
Bank Australia FSRA Learner Guide & Assessment
Insurance products

·
Allianz FSRA Online Training & Assessment


You are not permitted to undertake any lending activities unsupervised or discuss the suitability of the company loan products with customers until all minimum lending training is completed and an authorisation letter is provided by People and Culture. Once an authorisation letter is received you will be limited to the activities stated in the letter.
You will undertake professional development activities relevant to your position and submit an annual training record.


 
  1. RESPONSIBILITIES
    Comply with the Code of Conduct, policies and procedures and directions of P&C and the relevant Senior Officer/Supervisor/Manager.
  2. Maintain and reconcile cash float daily. Immediately report any cash discrepancy to the Senior Customer Service Consultant.
  3. Open new accounts in accordance with documented procedures and legislative requirements.
  4. Process transactions as directed. Maintain accounts including changes to personal and account information.
  5. Commitment to optimum professional, efficient and friendly service at all times in accordance with Service Standards.
  6. Operate systems in accordance with documented procedures and legislative requirements.
    Process transactions as directed. Maintain accounts including changes to personal and account information.
  7. With assistance from other staff assist customers with their daily financial needs in an efficient and courteous manner.
  8. Under supervision process customers’ orders for products and services.
  9. Maintain personal and department presentation at a high standard at all times.
  10. Participate in staff training and development. Remain aware of current OHS, emergency and armed hold-up procedures.
  11. Participate in rotation between departments as part of the Internship programme.
  12. Departments may include: Retail Banking, Compliance and Risk, Corporate Services, Development and People and Culture.
  13. Undertake further duties as described in the Grade 1 position description for the relevant area. Relevant position descriptions may include: Customer Service Consultant, Banking Services Consultant, Administration Officer, Accounting Officer, Insurance and Wealth Specialists, Credit Integrity Officer, Banking Integrity Officer, National Service Centre Consultant, and Customer Service Consultant – MPS, Customer Service Consultant – Lending Admin, Customer Service Consultant – Retail Lending.


    KEY SELECTION CRITERIA
    1. Good oral and written communication skills
    2. Ability to work as part of a team
    3. Professional presentation
    4. Excellent listening skills
    5. Basic problem solving skills
    6. Customer service experience



    KEY BEHAVIOURS REQUIRED
    · Delivers an exceptional customer service experience
    · Self Awareness
    · Communicates with clarity
    · Establishes internal relationships
    · Identifies opportunities


     

Would you like to apply to this job?

Apply for the Financial Services Intern (Transitional Pathways Program) position




Previous MonthNext Month
SunMonTueWedThuFriSat