Financial Services Consultant

2 weeks ago


Brisbane, Queensland, Australia ANZ Full time
About Suncorp Bank

Suncorp Bank is a leading financial institution that offers a range of products and services to support the financial wellbeing of its customers. As part of the ANZ Group, Suncorp Bank operates in almost 30 markets across the globe.

Salary & Benefits

The estimated annual salary for this role is $60,000-$80,000, depending on experience. In addition to a competitive salary, Suncorp Bank offers a range of benefits including health insurance, superannuation, and flexible working arrangements.

Job Description

This is an exciting opportunity to join our team as a Financial Services Consultant based in Chermside QLD. As a key member of our sales team, you will be responsible for assessing the financial needs of customers and providing options to meet those needs. You will work closely with customers to understand their financial goals and develop tailored solutions to help them achieve their objectives.

You will also be responsible for achieving sales targets and providing excellent customer service. This will involve generating opportunities for sales specialists, providing recommendations to store managers, and processing over-the-counter transactions efficiently and accurately.

In addition to your technical skills, you will need to possess strong communication and interpersonal skills, with the ability to build rapport with customers and colleagues alike.

Required Skills and Qualifications
  • Tertiary qualifications in business, commercial or finance are desirable.
  • Demonstrated experience in a retail customer sales & service environment.
  • Analytical skills – ability to develop solutions and courses of action.
  • Attention to detail – accurately checking and processing tasks.
  • Communication Skills – ability to convey and explain information.
  • Decisiveness – ability to make effective decisions in a timely manner.
  • Negotiation skills – exploring opportunities with a view to mutual benefit.
  • Problem solving – ability to seek out information and break down problems.
Working at Suncorp Bank

Suncorp Bank is committed to creating a workplace where people from all backgrounds, identities, and beliefs can thrive in an environment of inclusivity and mutual respect. We welcome applications from everyone and invite you to talk to us about any adjustments you may require to our recruitment process or the role itself.

We offer a range of benefits and support resources so you can create a healthy work-life balance, helping you bring your best every day. We also provide tools that enable remote work to support flexible work arrangements whenever possible.



  • Brisbane, Queensland, Australia Bendigo and Adelaide Bank Full time

    About the RoleOur team is seeking an experienced Financial Services Consultant to join us at our Strathpine location. As a key member of our team, you will play a vital role in delivering exceptional customer service and finding solutions that meet the needs of our customers.


  • Brisbane, Queensland, Australia Bendigo and Adelaide Bank Full time

    About UsBendigo and Adelaide Bank, a leading financial institution in Australia, is seeking an experienced Financial Services Consultant to join their team.Key Responsibilities:Deliver exceptional customer service and provide expert advice on financial products and services.Build strong relationships with customers and community leaders to drive business...


  • Brisbane, Queensland, Australia Moore Australia Full time

    We are seeking an Intermediate Accountant to support our business advisory team.About the roleThe successful applicant will be someone who is able to support management with client work and add value to the team.Key ResponsibilitiesPreparation of financial statements and income tax returns for sole traders, partnerships, companies and trusts.Preparation of...


  • Brisbane, Queensland, Australia Flight Centre Travel Group Full time

    About This OpportunityWe are seeking a seasoned Mortgage Broker to join our team in South Brisbane office. As a Mortgage Financial Consultant, you will be responsible for building and maintaining strong relationships with clients, sourcing leads, and providing exceptional customer service.


  • Brisbane, Queensland, Australia Knowmore Full time

    Knowmore is a nation-wide independent community legal centre providing free legal information, advice, representation and referrals, financial counselling and systemic advocacy for victims and survivors of child sexual abuse.We are seeking a Financial Consultant to join our team in Brisbane. The role delivers financial counselling to clients who have applied...


  • Brisbane, Queensland, Australia ANZ Full time

    About Suncorp Bank:We are a proud part of the ANZ Group, supporting the financial wellbeing of our million+ customers. Our team members' wellbeing is a top priority, and we offer a range of benefits and support resources to create a healthy work-life balance.As a Financial Services Consultant at Suncorp Bank, you will be working towards achieving sales,...


  • Brisbane, Queensland, Australia Mane Consulting Full time

    About the OrganisationMane Consulting is a leading Brisbane-based accounting firm offering expert services in business advisory, audit, tax, superannuation, and more.The company has a global presence and extensive industry expertise, delivering tailored solutions to help businesses thrive locally and internationally.Our Business Services team provides...


  • Brisbane, Queensland, Australia Bendigo and Adelaide Bank Full time

    About UsBendigo and Adelaide Bank is a dynamic organization that offers its employees a unique opportunity to grow professionally and personally.We're committed to helping our customers achieve their financial goals, and we're looking for talented individuals to join our team as Customer Relationship Managers.


  • Brisbane, Queensland, Australia Pure Consultancy Full time

    Pure Consultancy: A Boutique Firm with a Global ReachWe are seeking an experienced Corporate Financial Services Expert to join our team at Pure Consultancy. This is an exciting opportunity for a skilled professional to work with a diverse portfolio of clients, providing a wide range of financial services.About the Role:This role offers a unique blend of...


  • Brisbane, Queensland, Australia Lendi Group Full time

    Aussie is Australia's #1 brokerage, with a 30-year history of helping Australians achieve their home ownership dreams.We're expanding our family and looking for self-employed Mortgage Brokers to join us.As a Financial Freedom Consultant with Aussie, you'll work remotely and flexibly, supporting customers in a way that works for both parties.You'll have...


  • Brisbane, Queensland, Australia ROBERT WALTERS AUSTRALIA Full time

    Company Overview">Robert Walters Australia is committed to building inclusive cultures that respect and promote human rights and diversity. They foster a respectful workplace culture that is free from all forms of harassment, workplace bullying, discrimination, and violence.">Job Summary">We are seeking a Senior Finance Advisor to join our dynamic team in...


  • South Brisbane, Queensland, Australia Fuse Recruitment Full time

    Fuse Recruitment, a specialist recruitment agency in the insurance and wealth management industries, is seeking an experienced Client Services Officer to join their team.As a key member of the team, you will be responsible for providing high levels of customer service, acting as the primary contact point for new and existing clients. Your excellent...


  • Brisbane, Queensland, Australia Mane Consulting Full time

    About the OrganisationMane Consulting is a thriving Brisbane-based accounting firm with a strong reputation for providing expert services in business advisory, tax, and superannuation. With a global presence, the firm is committed to delivering tailored solutions that help businesses thrive locally and internationally.About the RoleWe are seeking an...


  • Brisbane, Queensland, Australia MinterEllison Full time

    MinterEllison Consulting is one of Australia's largest and most respected law firms, with a rich history spanning nearly 200 years. We are renowned for our exceptional legal and consulting expertise, as well as our inclusive and authentic culture.Our purpose is to create sustainable value for our clients, people, and communities. We have a proud...


  • Brisbane, Queensland, Australia Pure Consultancy Full time

    About Pure Consultancy">Pure Consultancy is a boutique accounting firm renowned for its exceptional client-centric approach, providing tailored financial services to a diverse range of clients, from small businesses to complex group structures across various industries.Role Overview">We are seeking an experienced Senior Accountant/Client Manager to join our...


  • Brisbane, Queensland, Australia Pure Consultancy Full time

    Pure Consultancy is a well-established professional services firm based in the heart of Brisbane CBD.We are committed to working closely with clients and providing high-quality business advice.As a culture that values staff development and career growth, we present an exciting opportunity for an experienced and motivated Intermediate Accountant to join our...


  • Brisbane, Queensland, Australia Marsh Tincknell Full time

    Unlock Your Potential in Financial ServicesWe are seeking a highly skilled and motivated Financial Services Professional to join our team at Marsh Tincknell. Located in Mt Gravatt, our progressive firm offers an exciting opportunity for career advancement and growth.About UsMarsh Tincknell is one of the largest non-CBD accounting firms in the Brisbane area,...


  • Brisbane, Queensland, Australia TR3 Recruitment Full time

    Role Overview:We are seeking an experienced Assistant Relationship Manager to join our team in Brisbane. As a key member of our commercial banking team, you will be responsible for managing a diversified portfolio of clients and providing exceptional service and solutions to drive business growth.Key Responsibilities:Develop and maintain strong customer...


  • Brisbane, Queensland, Australia ANZ Full time

    About UsWe are a leading financial institution dedicated to delivering exceptional customer experiences and driving business growth.Our team is passionate about providing timely and accurate information on everyday banking enquiries, account openings, and processes via telephone and/or online channels. We strive to deliver outstanding levels of sales and...


  • Brisbane, Queensland, Australia People's Choice Full time

    About the RoleWe are seeking a talented Member Service Consultant to join our team at People's Choice!As a Member Service Consultant, you will be the face of our business for our members and will be responsible for delivering consistent high-quality customer service.Key Responsibilities:Build rapport and trust with members by listening to their needs,...