Customer Service Officer

Who is Shift?

At Shift, we’re business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade terms and choose the right financial products.

We believe Australian businesses are the driving force behind our economy and are core to our communities. That’s why our business expertise, focus on relationships, and market-leading technology is at the core of everything we do. We’ve helped solve the credit and payment pain points for more than 30,000 businesses, providing over $6 billion in aggregate funding.

Our unique approach to product innovation combined with our collaborative culture means you can build your career in a supportive environment. You’ll be joining a diverse team of over 300 people who are always looking to deliver better outcomes for Australian businesses.

About the role:

Join us as a Customer Solutions Team and make every customer interaction count! You'll play a crucial role supporting our clients after their finance product goes live delivering exceptional service, handling enquiries and requests, and keeping everything running smoothly. Bring your passion for helping people and ensure every experience is seamless, professional, and positive.

What you’ll do:

• Be the friendly face (or voice!) our customers trust for all post-settlement requests

• Process enquiries with care and speed, always following our policies and regulatory guidelines

• Stay on top of outstanding issues and follow up to ensure quick resolutions

• Keep customer records organized and accurate in our CRM and systems

• Create genuinely positive experiences with every customer interaction

• Jump on inbound calls as part of our supportive, rotating team

• Assist customers and brokers with:

  • Account payments

  • Statement requests

  • Account updates

What you’ll bring:

• A background in customer service, call centre, or admin in financial services, banking, or lending

• Know how in loan products, account upkeep, and operational support

• Confidence using CRM tools and financial platforms

Key benefits:

• Collaborative teams – a flat structure means everyone can learn from colleagues and senior leaders around the business.

• Be involved – come together with all of your colleagues every 100 days to share the product and technology roadmap and business strategy.

• Flexible working environment – we’re headquartered in North Sydney with state-based workplaces and offer a flexible work policy.

• Family support – industry leading 26 weeks paid parental leave.

• Purpose built spaces within our office – designed for collaboration, brainstorming, socialising, and focused work.

• Range of benefits supporting your physical, psychological and financial wellbeing. From a day off on your birthday to excellent end of trip facilities.

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