Financial Solutions Expert

3 days ago


Melbourne, Victoria, Australia beBeeCustomer Full time

Delivering Exceptional Banking Experiences

In this dynamic and customer-centric role, you will make a meaningful impact by providing personalized banking solutions that meet the diverse needs of our customers.

As a key member of our team, your primary responsibility will be to build lasting relationships with our customers through exceptional service, expert knowledge, and tailored solutions.

Key responsibilities include:

  • Meeting customers' end-to-end banking needs, delivering win-win solutions for both our bank and our customers.
  • Providing expert guidance on our online platforms, educating customers on digital literacy and online banking best practices.
  • Designing and implementing personalized lending solutions, exploring tailored personal loans and credit card options to help customers achieve their goals.
  • Staying up-to-date with constant change, adapting to evolving customer needs and preferences.
  • Collaborating with colleagues to develop and implement innovative banking solutions.

This is a Permanent, Full-time position located in Boronia.

The role may involve occasional support at our Ringwood or Bayswater branches.

What You'll Bring

To succeed in this role, you will consistently deliver exceptional customer service. Key requirements include:

  • Proven ability to achieve sales results through solutions that truly meet customers' needs.
  • Confidence in communicating with new and existing customers face-to-face and over the phone.
  • Ability to quickly build relationships and rapport with customers and colleagues.
  • Eagerness to understand and share what makes our bank unique.
  • Drive for collaboration, working effectively as part of a team to achieve common goals.

Why Work with Us?

  • Want big impact that matters? Here, your work directly benefits the customers and communities we serve.
  • Want to be more than just a number? Join a team that values and supports its employees.
  • Want career opportunity and flexibility? We offer flexible policies and a team that believes in your growth and development.

You'll also enjoy access to a range of benefits, including:

  • Health and wellbeing support, including discounted gym memberships, private health insurance options, and an Employee Assistance Program (EAP) for you and your immediate family members.
  • Opportunities for professional growth and development through our corporate university 'BEN U'.

Be Part of Something Better

At [Company Name], we're committed to making a positive difference in the lives of our customers and communities. Join us in shaping the future of banking and achieving your full potential.



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