Financial Wellbeing Consultant

2 weeks ago

Katanning, Australia beBeePassion Full time $90,000 - $120,000
Customer Banking Specialist Role

This is a vital role that requires you to enhance the financial wellbeing of our customers.

  • You will work with them to understand their needs and provide tailored solutions to meet those needs.
Key Responsibilities
  • Assist customers with general banking transactions, answering questions and queries.
  • Build personal connections with customers through meaningful conversations face-to-face and through direct channels.
  • Work with customers to use in-branch technology and digital banking options.
  • Complete Financial Health Checks to assess customers' financial needs.
  • Process applications for personal loans, credit cards, and associated products.
  • Use tools to capture customer feedback and take action to correct service breaks and drive improvement.
What We're Looking For
  • A passion for delivering outstanding customer service with every interaction.
  • The ability to have great conversations and confidence to ask challenging questions.
  • A problem-solving attitude and curiosity in finding the right solutions.
  • An open approach to learning new things and being goal-oriented.
  • The ability to work collaboratively as a team to deliver a seamless customer experience.

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