Personal Financial Services Advisor

6 days ago

Streaky Bay, Australia beBeeCustomer Full time $63,000 - $84,000
Role Description

We are looking for a skilled professional to provide exceptional customer service and support to our clients. As a key member of our team, you will be responsible for delivering a seamless experience through meeting each customer's end-to-end financial needs and goals across transaction activities, needs-based conversations, and educating them on digital solutions.

About the Role
  • You will be part of a collaborative team and will act as a role model and peer coach to deliver the best possible customer experience.
  • Contribute to a significant uplift in customer engagement and advocacy.
  • Actively participate in and support bank programs and initiatives.
  • Take responsibility to 'know your customer' from a risk perspective.
Key Responsibilities
  • Provide a seamless branch experience by meeting each customer's end-to-end banking needs.
  • Act as a role model and peer coach to deliver the best possible customer experience.
  • Contribute to a significant uplift in customer engagement and advocacy.
  • Actively participate in and support bank programs and initiatives.
  • Take responsibility to 'know your customer' from a risk perspective.

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