Sydney Financial Services Professional

5 days ago

Sydney, New South Wales, Australia beBeeBanking Full time $100,000 - $120,000

About the Role

We are seeking a skilled professional to support the delivery of our business plan as a Mobile Banker in Sydney.

The successful candidate will turn leads into great customer outcomes by focusing on growth and exceeding acquisition targets through proactive management of prospective and existing customers to retain and refer business.

Key aspects include living the Customer Promises, being quick and easy to deal with, expertly managing quality and risk, and ensuring customers are informed every step of the way.

Candidates will be coached in areas of opportunity to build knowledge and skills to progress within the business.

Your Responsibilities

  • Manage leads from appointment to settlement.
  • Present solutions to customer enquiries and achieve all customer outcomes with business objectives in mind.
  • Communicate regularly with internal and external stakeholders.
  • Ensure portfolio is managed effectively for customer retention post-settlement.
  • Collaborate with internal partners to deliver a great customer experience.

About You

We require an experienced lender with strong technical knowledge of banking products, credit assessment, and lending principles. Excellent time management, high-level customer service, and process efficiency are essential.

Candidates should be able to work under pressure, manage tight deadlines, and maintain a calm and composed demeanor at all times.

About Us

We are part of a unique group of challenger brands that provide alternative financial services to customers and employees. Our workspace values diversity and fosters a culture where individuals can bring their best selves to work every day.

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