Banking Financial Solutions Expert

2 weeks ago

Sydney, New South Wales, Australia beBeeFinancial Full time $93,019 - $124,979
Job Summary

We are seeking a skilled Banking professional to join our team as a Financial Solutions Expert. This role involves assessing customer needs and providing personalized solutions to meet those needs.

">About the Role

This is an exciting opportunity for a motivated individual to work in a fast-paced banking environment, where you will be responsible for generating opportunities for deposits and home lending. You will also provide recommendations to your manager for initiatives to improve sales performance. Additionally, you will assess customer needs through open and targeted communication and recommend appropriate options.

">Your Key Responsibilities
  • Generate business opportunities for deposits and home lending using agreed processes.
  • Recommend initiatives to improve branch sales performance to your Manager.
  • Evaluate customer requirements through effective communication and suggest suitable solutions.
  • Deliver high-quality service by processing transactions efficiently and accurately.
  • Support customers in utilizing digital platforms for personal banking, empowering them to self-serve with online features.
  • Assist in the onboarding process for new customers, ensuring a seamless experience.
  • Maintain a risk management culture aligned with our values.
  • Identify and escalate potential risks and issues related to your role responsibilities.
">What We Offer

As a member of our team, you will be working towards supporting the financial well-being of millions of customers. We prioritize our team members' well-being, offering a range of benefits and support resources to create a healthy work-life balance.

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