Client Services Officer

The Opportunity

The Catholic Community Fund (CCF) is seeking a Client Services Officer to join our team in Newcastle West on a permanent part-time basis.

This role is ideal for someone who enjoys working in a customer-focused environment and takes pride in delivering accurate, efficient and professional service. Working closely with the CCF Operations Manager, you will support the day-to-day operations of the Fund by assisting members with enquiries, processing transactions, maintaining records and ensuring administrative activities are completed to a high standard.

As the first point of contact for many of our members, you will build positive relationships, provide information and support, and contribute to a seamless customer experience. The role also includes a range of banking and administrative responsibilities, including reconciliations, account maintenance, transaction processing, and relationship management.

To be successful, you will have experience in a customer service, banking or financial services environment, along with strong attention to detail and excellent communication skills. You will be confident using Microsoft Office applications, enjoy working collaboratively and have a genuine commitment to providing exceptional service.

Benefits of Working With Us

• Directly contribute to improving the lives of many in the community
• Paid parental leave
• Discounted gym membership through Fitness Passport (T&C’s apply)
• Ongoing training and development opportunities
• A great friendly environment of dedicated and passionate co-workers
• Enjoy up to 10% off at top retailers with our mnBenefits program
• Modern office facilities including onsite café
• Corporate benefits, including EAP, flu shots and more

POSITION DESCRIPTION

The purpose of this position is to support the CCF Office Manager in attending to the day-to-day functions of the CCF. The Client Services Officer provides accurate and timely support to our members ensuring a high level of customer service is provided, efficiently processing transactions and associated administrative tasks.

The incumbent commits to working within Work Health and Safety guidelines and Code of Conduct at all times whilst in the employ of the Catholic Diocese of Maitland-Newcastle.

EXPERIENCE/CRITERIA

• Thorough understanding of banking procedures, including cash handling, confidentiality and security
• Demonstrated ability in accurately and proficiently performing tasks in an organised and efficient manner with strong attention to detail
• Excellent computer skills, including proficiency in MS Office Suite programs including Outlook, Word, Excel, SharePoint and Teams
• A passion for delivering outstanding customer service
• Well-developed people skills with the ability to build relationships quickly
• Polished communication skills with the ability to articulate complex information into simple terms to suit the customer
• Ability to promote teamwork and foster a collaborative work environment
• Honest, trustworthy, with strong ethical values and a commitment to work within the Catholic Community Fund’s Mission, Vision and Values
• Willingness to participate in further professional development
• Experience in using Ultracs core banking system (Desirable)
• Experience working in customer service role within financial services industry (Desirable)

QUALIFICATIONS

• Qualifications in Business Administration, or equivalent relevant experience within a customer service, banking or financial services fast paced environment
• National Criminal History Check
• Tier 2 Certificate in Financial Services - RG146 (or willing to obtain) (Desirable)

To Apply

Please provide a current copy of your Resume and a Cover Letter which addresses the two criterion points below:

• Why you want this role and how it aligns with your career goals.
• Your qualifications and experience in a similar position.

 Applications close 11:59PM Friday 28th August 2026

Additional information

The Catholic Diocese of Maitland-Newcastle is a child safe organisation, committed to the protection of children and has zero-tolerance of any abuse of children. All employees are required to undergo a National Police Check, retain a valid Working with Children Check where necessary and comply with our Child Safeguarding Policy and Code of Conduct.

Positions identified as child related employment at the Catholic Diocese of Maitland-Newcastle must have a valid Working With Children Check. For more information, please visit the NSW Office of Children’s Guardian.

This position has been determined as child related and a current Working With Children Check for paid employment is required. Applicants must be able to demonstrate an understanding of appropriate behaviours when engaging with children.