04 Aug
|
Uniting Financial Services
|
City of Sydney
04 Aug
Uniting Financial Services
City of Sydney
Looking for a banking career with purpose?
If you're an experienced banking or financial services professional who enjoys helping people, solving problems and building trusted relationships - but you're ready to step away from sales targets and corporate pressure - this could be the prospect you've been looking for.
At Uniting Financial Services (UFS), you'll use your banking knowledge to support churches, ministries and communities across NSW and the ACT through ethical investment and lending solutions that genuinely make a difference.
Every day, you'll help clients navigate important financial decisions while working in a supportive team that values collaboration, integrity and service.
About Us
Uniting Financial Services is the Treasury and Investment Services ministry of the Uniting Church in NSW and the ACT.
For decades, we've helped churches and faith communities grow and thrive through ethical investments, lending and financial services. Every dollar entrusted to us helps support the mission and ministry of the Church across NSW and the ACT.
We're proud of the relationships we've built and the difference our work makes.
About the Role
This is a varied role where no two days are quite the same.
You'll become a trusted point of contact for our investors and borrowers, delivering outstanding service while supporting the administration of our lending and investment portfolio.
You'll be involved in everything from assisting clients and processing banking transactions through to supporting lending activities, maintaining compliance and ensuring every interaction reflects the high standards our clients expect.
You'll enjoy this role if you like working with people, enjoy variety, and take pride in getting the details right.
You’ll be responsible for:
- Providing exceptional customer service by phone and in person
- Supporting investors and borrowers throughout their journey
- Processing lending transactions including settlements and loan maintenance
- Preparing lending documentation and credit submissions
- Maintaining investment and loan accounts
- Processing banking transactions accurately and efficiently
- Investigating and resolving client enquiries
- Supporting compliance and audit requirements
- Maintaining client records and banking systems
- Working collaboratively to continually improve the client experience
About You
You're someone who genuinely enjoys helping customers and takes pride in delivering excellent service.
You may currently work in banking, financial services, lending, credit administration or customer service and be looking for an organisation where relationships matter more than sales targets.
You’ll bring:
- Experience in banking, lending or financial services
- Strong customer service and relationship-building skills
- Excellent attention to detail and organisational skills
- Confidence working with financial systems and technology
- A commitment to accuracy, compliance and professionalism
- The ability to build trust with a broad range of clients
- A collaborative, positive approach and willingness to learn
Experience with lending, loan administration or credit assessment will be highly regarded but isn’t essential.
Why Join Us?
At Uniting Financial Services, you'll find something that's becoming increasingly rare – a genuinely supportive workplace where people stay because they enjoy the work and the people they work with.
We offer:
- Sydney CBD office with hybrid working flexibility
- Additional paid ‘Me Day’ each year
- Option to purchase additional annual leave
- Up to 12 weeks paid parental leave
- Quarterly recognition and reward program
- Supportive, collaborative team culture
- Meaningful work that makes a positive difference to communities across NSW and the ACT
Most importantly, you'll join an organisation where your work has real purpose. Every conversation you have and every client you support contributes to strengthening communities and helping the Church continue its mission.
If you’re looking for a banking role where people come first, we’d love to hear from you.
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📌 Banking Associate - Partner Solutions & Support (City of Sydney)
🏢 Uniting Financial Services
📍 City of Sydney