Achieve Financial Goals

23 hours ago

Sydney, New South Wales, Australia beBeeResponsibilities Full time $100,000 - $150,000

Job Overview:

We are seeking a Personal Banker to join our team, responsible for delivering exceptional customer service and proactively engaging with clients to understand their financial needs.

As a key member of our banking team, you will utilise your product knowledge to provide expert advice and assist clients in achieving their financial goals. You will also refer customers to specialist banking teams and coach them on digital banking offerings.

This rewarding role combines sales and customer service skills, with a strong focus on empowering customers to make the most of their money.

The ideal candidate will possess strong experience in a customer-facing or phone-based sales role, with resilience, tenacity and an ability to adapt to changing situations.

No prior banking experience is required, as comprehensive training will be provided on our products and services. Our supportive team will offer guidance and resources to help you develop your skills and thrive in your new role.

Key Responsibilities:

  • Proactively engage with customers to understand their financial needs
  • Utilise product knowledge to provide expert advice and assistance
  • Refer customers to specialist banking teams as needed
  • Couch customers on digital banking offerings
  • Work collaboratively with the team to deliver exceptional customer service

Benefits:

Our organisation offers a range of benefits, including special offers on banking products, discounts from top brands and tailored learning and development opportunities. We are committed to creating a diverse and inclusive work environment that values and supports all employees.

What We Offer:

At our organisation, we pride ourselves on providing a supportive and inclusive work environment that allows our employees to grow and develop their skills. We offer:

  • A comprehensive training program to develop your skills and knowledge
  • A supportive team environment that encourages collaboration and open communication
  • A range of benefits and rewards to recognise and reward your contributions

Join Our Team:

If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.

Skills and Qualifications:

To succeed in this role, you will require:

  • Strong experience in a customer-facing or phone-based sales role
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a team environment
  • Resilience and adaptability in a fast-paced environment
  • Basic numeracy skills and ability to navigate multiple systems

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