Job Description

The Catholic Diocese of Maitland – Newcastle West NSW

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

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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.

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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.

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To be successful, you will have experience in a customer service, banking or financial services workplace, 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.

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Benefits of Working With Us

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

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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.

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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.

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EXPERIENCE/CRITERIA

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

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- Qualifications in Business Administration, or equivalent relevant experience within a customer service, banking or financial services fast paced environment
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- National Criminal History Check
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- Tier 2 Certificate in Financial Services - RG146 (or willing to obtain) (Desirable)
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Applications close 11:59PM Friday 28th August 2026

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Additional information

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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.

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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.

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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.

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📌 Client Services Officer (New South Wales)
🏢 The Catholic Diocese of Maitland
📍 New South Wales