Financial Services Specialist

5 days ago


Geelong, Victoria, Australia beBeeCustomer Full time $90,000 - $130,000

About Us

Job Description:

We are looking for an exceptional individual to join our team as a Financial Services Professional.

This is a pivotal role within our Retail network with a focus on generating lending growth and identifying cross-sell opportunities.

A typical day for you will include:

  • Holding meaningful, quality conversations to determine customer goals and aspirations
  • Increasing growth and managing retention of a consumer lending portfolio
  • Proactively working to acquire new customers
  • Supporting the Branch Manager to help uplift the performance of the wider branch team
  • Retaining existing customers by offering appropriate financial solutions that add value to their lives

You will bring exceptional communication skills, superior stakeholder management experience, charisma, drive, ambition, and a genuine appetite for uncovering the financial needs of customers.



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