Financial Relationship Manager

5 days ago

Katanning, Australia beBeeCustomer Full time $73,393 - $116,141
Customer Banking Specialist Job Description

We are seeking a skilled Customer Banking Specialist to join our team. The ideal candidate will have a passion for delivering outstanding customer service with every interaction.

In this role, you will work with customers to utilize in-branch technology and digital banking options. You will also assist customers with general banking transactions, answer questions, and queries.

You will build a personal connection with customers through meaningful conversations face-to-face and through direct channels. Additionally, you will complete Financial Health Checks to assess customers' financial needs.

The successful candidate will have the ability to have great conversations and confidence to ask challenging questions. They will also possess a problem-solving attitude and curiosity in finding the right solutions.

This is an excellent opportunity to work collaboratively as a team to deliver a seamless customer experience.

Required Skills and Qualifications
  • A passion for delivering outstanding customer service with every interaction.
  • Ability to have great conversations and confidence to ask challenging questions.
  • Problem solving attitude and curiosity in finding the right solutions.
  • An open approach to learning new things and goal-oriented.
  • Ability to work collaboratively as a team to deliver a seamless customer experience.

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