Home and Investment Property Specialist

3 days ago

Toowoomba, Queensland, Australia beBeeInvestment Full time $88,900 - $109,750

About Our Role

We are seeking a Home and Investment Specialist to support customers in saving for, buying and owning their own home or investment property. The successful candidate will coach customers through each step of the journey, ensuring a seamless experience and maintaining relationships with existing customers.

The role involves identifying appropriate products and solutions to meet customer needs, ensuring administrative activities are completed accurately and on time, and being involved in other branch activities to provide a cohesive branch experience.

Key Responsibilities

  • Coach customers through each step of the process
  • Maintain relationships with existing customers
  • Identify appropriate products and solutions
  • Ensure lending activities are completed accurately and on time
  • Be involved in other branch activities

Requirements

  • Strong customer focus
  • Financial acumen
  • Ability to multi-task and adapt to change
  • Proactive and shows initiative
  • Strong analytical skills and problem-solving ability
  • Excellent communication and interpersonal skills
  • High level of attention to detail

What We Offer

Our team is diverse, and we actively encourage people to try new things. We offer a range of benefits, including access to health and wellbeing services, discounts on selected products and services, and flexible working arrangements.

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