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Financial Operations Specialist
Kit
Strategy & Finance
Sydney / Melbourne
The Opportunity
Get onboard.
Who we are
Hi, we're x15ventures. We're building the next generation of digital businesses that help improve the financial wellbeing of Australians.
Kit is one of those businesses. Kit is a money app for kids and families with a mission to accelerate the financial capability of young people through fun, practical and engaging money experiences.
As part of the CommBank Group, we combine the speed and innovation of a startup with the scale, trust and stability of Australia's leading bank. That means we move quickly, solve real customer problems and continuously improve the experiences we deliver.
Our Purpose
To improve the financial wellbeing of our customers and communities.
Care
We care about our customers and each other. We serve with empathy, humility and transparency.
Courage
We challenge the status quo, embrace change and look for better ways of doing things.
Commitment
We do what's right, work together and deliver meaningful outcomes for our customers.
Your Impact & Contribution
As a Financial Operations Specialist, you'll play an important role in managing customer account and balances to meet our compliance requirements.
You'll assist with tasks including daily settlement, chargebacks, accounts in arrears, unclaimed monies and accounts payable activities.
You will be required to engage with customers via email or phone with empathy and professionalism.
You'll work closely with teams including Product, Engineering, Marketing, Risk and Compliance, sharing insights, identifying operational issues and helping improve our processes and customer experience.
This is a hands-on role suited to someone who enjoys helping customers, working with financial processes and solving problems. You'll be comfortable working across different priorities, taking ownership of tasks and adapting as Kit continues to grow.
Reporting to: Senior Manager Operations & Risk
Your Responsibilities
Manage recurring financial operations accurately and within required timeframes.
Manage accounts payable activities, including invoice and transaction processing, reconciliation and payment-related administration.
Monitor and action customer account matters, including appropriate follow-up where required.
Help resolve customer questions, issues and complaints accurately and efficiently.
Escalate more complex issues when needed and help see them through to resolution.
Support customers experiencing financial hardship and complete agreed customer check ins.
Maintain accurate financial records and ensure activities are completed in line with relevant processes and controls.
Identify and escalate issues, discrepancies or risks, while supporting ongoing process improvements.
Use initiative and good judgement when working through new or unclear situations.
Your Skills & Experience
Strong attention to detail, particularly when working with financial transactions, reconciliations and operational processes.
High level of personal accountability, and good organisational skills with the ability to manage regular and recurring tasks.
Experience in customer operations role or similar
Strong written and verbal communication skills.
Strong problem-solving skills and the ability to investigate and resolve customer and operational issues.
Able to work effectively in a fast-paced environment where priorities and processes may change.
Ability to work collaboratively across different teams and stakeholders.
Experience with customer support platforms is desirable.
Experience in financial services, fintech, banking, accounts payable or digital products is advantageous but not essential.
Your Development
At x15ventures and CommBank, we're committed to helping our people grow.
You'll have the opportunity to develop your customer operations expertise while working alongside talented teams across Product, Engineering and Customer Experience. As Kit continues to scale, you'll be encouraged to contribute ideas, build new capabilities and shape the future of our customer experience.
About x15
What is x15ventures?
We're a venture scaler powered by CommBank. We build, buy and invest in startups that will benefit the bank's 15 million customers and beyond.
We're navigating the space between corporate and startup worlds and harnessing the collision of careers, ideas and expertise to help build and scale the next generation of digital businesses.
© 2023 CBA New Digital Businesses Pty Ltd ABN 38 633 072 830 and Australian Credit Licence 516487, trading as x15ventures. x15ventures is a trade mark of CBA New Digital Businesses Pty Ltd. CBA New Digital Businesses Pty Ltd is a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124. CBA New Digital Businesses Pty Ltd is not an Authorised Deposit-taking Institution for the purposes of the Banking Act 1959 and its obligations do not represent deposits or other liabilities of Commonwealth Bank of Australia. Please refer to the venture websites for specific venture-related disclosures and other important information. Read our Privacy Policy.
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© 2023 CBA New Digital Businesses Pty Ltd ABN 38 633 072 830 and Australian Credit Licence 516487, trading as x15ventures. x15ventures is a trade mark of CBA New Digital Businesses Pty Ltd. CBA New Digital Businesses Pty Ltd is a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124. CBA New Digital Businesses Pty Ltd is not an Authorised Deposit-taking Institution for the purposes of the Banking Act 1959 and its obligations do not represent deposits or other liabilities of Commonwealth Bank of Australia. Please refer to the venture websites for specific venture-related disclosures and other important information. Read our Privacy Policy.
