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Latitude Financial Services

Customer Experience Analyst

Posted 9 Days Ago
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In-Office
Melbourne, Victoria, AUS
Entry level
In-Office
Melbourne, Victoria, AUS
Entry level
Reviews human and AI-enabled customer interactions for quality, compliance, and regulatory adherence. Analyzes trends, reports insights, coaches service teams, supports KPI improvement, calibrates reviews, manages process issues, and collaborates with stakeholders to improve customer outcomes, controls, and AI performance.
The summary above was generated by AI

We currently have an exciting opportunity to join the Customer Experience Team as a Customer Experience Analyst. As a Customer Experience Analyst, you will work within a team environment and partner with business leaders (onshore and offshore) to improve compliance, quality management and customer outcomes.


The Customer Experience Team is responsible for ensuring all Latitude products within the Customer Service Department meet business policies, procedures and regulatory compliance requirements across voice, digital, human-assisted and agentic AI customer interactions.


Key Responsibilities:


  • Conduct human, voice, digital and agentic AI customer interaction reviews in accordance with the Line 1 Framework for the Customer Service Department, ensuring audits meet regulatory requirements and are delivered within business timeframes.

  • Actively engage with offshore Team Leaders and Service agents to support metric and KPI improvements on the Customer experience through effective coaching, influencing and support

  • Actively identify and highlight opportunities to improve human and AI-enabled customer interactions, using quality insights, review outcomes and available AI tools to support consistent service delivery.

  • Evaluate and report on customer interaction trends across human and agentic AI interactions, using the Customer Experience Team call-flow structure and AI-assisted analysis to drive metric-based success across systems, performance, culture and customer experience trends.

  • Review agentic AI interactions with customers, assess quality, compliance and customer experience outcomes, and collaborate with Shared Services and relevant stakeholders to use data-driven insights to enhance AI performance, controls and customer support processes.

  • Maintain a thorough understanding of our legislation, products, platforms, systems and processes.

  • Log and maintain issues using our internal system and remain vigilant around changes to policies and procedures if or when they occur.

  • Work with Team Leaders & Process Leaders to ensure Line 1 reviews are calibrated where necessary.

  • Actively contribute to improvement ideas in conjunction with key internal stakeholders.

  • Complete analysis and reporting as required.

Responsibilities:


Essential

  • Previous experience working in a fast-paced customer facing environment.
  • Effective coaching skills to help improve individual and team performance
  • High level of expertise in stakeholder engagement and management
  • Experience using AI tools to support quality management, customer experience analysis, trend identification and review of both human and agentic AI customer interactions.
  • Proven ability to gather information and provide feedback effectively to improve performance.
  • Understanding of how risks relate to business processes and the business ‘risk and control’ environment.
  • Good teamwork, internal stakeholder management skills and the ability to work with a variety of people.
  • Have a strong understanding of internal policies, processes and guidelines used within the Customer Service Department.
  • Strong Written and verbal communication skills.

Desirable

  • Previous experience delivering a high level of customer service in a call centre environment.

Sometimes the best candidates don’t have 100% of what is listed above, but if you have most and are confident, you’d be a good fit, we’d love to hear from you!


Sound like you? That's a good sign! In return for your energy and ideas, we offer a flexible working environment and great compensation. We always support a safe, healthy, engaging, and productive working environment for all employees and workers, whether that be in your home and office, or a combination of both.


We make it possible – for our customers, our partners, and our people.

We believe doing great work starts with feeling supported. Our values, take ownership, pursue excellence, win together, and create tomorrow, aren't just words. They show up in how we work, how we lead, and how we look after our team.


We make it possible…

  • to spend more time with your loved ones – with an extra week of paid leave each year through our Take 5 initiative.
  • to balance work and life – with a hybrid working model, giving you the flexibility to work from home while connecting in the office.
  • to put your wellbeing first – with Sonder, a 24/7 support app for mental and physical wellness.
  • to access great financial benefits – with discounts on Latitude products and services.

When our people thrive, everything else follows.


Successful applicants will be required to complete a background check (including criminal history and bankruptcy check) prior to commencement of employment.

HQ

Latitude Financial Services Melbourne, Victoria, AUS Office

130 Lonsdale St, Melbourne, Victoria, Australia, 3000

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