Financial Wellbeing Advisor

2 weeks ago


Katanning, Australia beBeeCustomer Full time $80,000 - $120,000
Financial Wellbeing Advisor

At our organization, we are dedicated to enhancing the financial wellbeing of our customers. Our team of experts delivers exceptional customer experiences to millions of personal and business customers.

Key Responsibilities:
  • Provide expert assistance with banking transactions, answering questions and resolving queries.
  • Build lasting connections with customers through meaningful conversations and digital interactions.
  • Collaborate with customers to utilize in-branch technology and digital banking solutions.
  • Conduct thorough Financial Health Checks to assess customers' financial needs.
  • Process loan and credit applications for personal use.
  • Utilize feedback tools to identify areas for improvement and implement corrective actions.
Requirements:
  • A passion for delivering outstanding customer service with every interaction.
  • Exceptional communication skills and confidence in asking insightful questions.
  • Problem-solving attitude and curiosity in finding innovative solutions.
  • An open approach to learning new things and goal-oriented mindset.
  • Able to work collaboratively as a team to deliver seamless customer experiences.

We encourage Aboriginal &/or Torres Strait Islander people to apply.



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