Deceased Estate Advisor

A little bit about us

For over 75 years, we've been putting our customers first, and today we look after the financial needs of more than 380,000 Australians. We have recently changed our name from CUA to Great Southern Bank but we remain customer-owned and firmly focused on helping all Australians own their own homes.

We're ambitious and as we continue to grow, we are investing significantly in technology, products, and people. We have a culture that's fun, approachable and supportive - allowing our team members to be their best every day, whether that's at work or at home.

We're hugely excited about the journey ahead and are looking for talented and enthusiastic people who want to be part of a winning team. If you are motivated, energetic and dedicated to helping our customers achieve the great Australian dream, we want to hear from you.

A little bit about the role

Based in Brisbane, as a Deceased Estate Advisor, you will be responsible for co-ordinating all matters related with a deceased customers' accounts in a caring and empathetic way. You will be working closely with family, executors, solicitors, or The Public Trustee to obtain the required documents needed to finalise the estate matters with sensitivity.

The role will also require an analytical approach to a variety of complex situations that may arise as part of the transition. It will require a collaborative outlook and working across various business units to deliver an excellent customer outcome.

Your key responsibilities will include:

-You will perform a diverse range of tasks including closure of deposit and credit accounts including overdrafts, credit cards and personal/home loans.
-Day-to-day management for all matters relating to assessment and review of Deceased Estate mail.
-Liaising with internal and external stakeholders to advise requirements relative to each estate matter.
-This would include reviewing, communicating, and responding to Family, Executors, Solicitors or The Public Trustee and within Great Southern Bank to progress the matter and deliver the right outcomes.
-Deceased Estate matters require a heighten sensitivity and knowledge in areas of banking.
-In every instance it's expected the best outcome for our customers and Great Southern Bank is reached.

A little bit about you

-You are a customer focused individual who is highly attentive and possess a relentless pursuit of excellence in all you do.
-You will think of the customer first with all outcomes supporting their experience, balanced with Great Southern Bank's best interests.
-Experience in Financial service (Retail Banking, Contact Centre, Operations) is preferred but not essential.
-Demonstrated analytical thinking and problem solving with a high attention for detail.
-Ability to work and thrive in a business environment, often under pressure, prioritising deadlines and communicating effectively with your leader.
-Strong communicator, patient and considerate, in both written and verbal with the ability to escalate and articulate complex issues to senior leaders.

What's in it for you?

We believe that investing in our people is central to upholding our great culture. To help us achieve this, we offer an extensive range of training and development programs, we have a variety of employee benefits that you can access from discounted financial and insurance product, employee benefits covering, health, wellness and lifestyle options including unique leave options. Read more about these exciting benefits on our careers site!

Questions? Please contact Scott from our Careers Team on scott.chamberlain@gsb.com.au

At Great Southern Bank, we're committed to building a strong, inclusive, and diverse workplace, where people feel a sense of belonging, are valued, connected and respected. We value diverse backgrounds, cultures, abilities, ideas and experiences; recognising the benefits they bring to our work, our communities and the way we help our customers. We support and promote an inclusive culture through flexible ways of working, collaboration, fair and equitably decision making that empowers our people to be at their best every day.