Financial Services Expert

3 days ago


Melbourne, Victoria, Australia beBeeCustomer Full time $60,000 - $110,000

As a financial services expert, you will play a key role in helping our customers achieve their goals by providing expert advice and guidance on banking solutions.

Key responsibilities include:

  • Welcoming customers into the branch and creating a positive first impression
  • Assisting customers with transactional and savings banking needs
  • Providing relevant banking advice to suit individual situations and goals
  • Referring customers to specialists when required
  • Educating customers on new technologies to enhance their banking experience

This is an opportunity to grow and develop your skills, working closely with a supportive team to deliver exceptional customer service. We focus on delivering a seamless and stress-free experience.

We offer a range of benefits, including financial incentives, paid volunteer opportunities, and generous parental leave arrangements. Our culture values diversity and flexibility, recognizing each individual's unique contribution.

Essential requirements for this role include:

  • Excellent communication and interpersonal skills
  • Ability to build strong relationships with customers from diverse backgrounds
  • Knowledge of everyday banking solutions
  • Ability to educate customers on new technologies
  • Strong problem-solving and analytical skills


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