Banking Relationship Advisor

1 day ago

Melbourne, Victoria, Australia beBeeCustomer Full time

Role Summary

We are seeking a Customer Banking Specialist to join our team. The ideal candidate will have in-depth conversations with customers about their overall banking needs, provide financial health checks, and educate customers on in-branch technology and digital banking options.

Key Responsibilities
  • Have in-depth conversations with every customer about how we can support their overall banking needs including Home Loans, Business Banking & Financial Advice
  • Support customers with enquiries, maintenance on accounts and process applications for credit products
  • Complete Financial Health Checks to assess customers' financial needs and identify any changes
  • Educate and demonstrate of our in-branch technology and digital banking options to customers
  • Problem solve and provide effective solutions whilst championing our processes, procedures, driving our risk-adverse culture
Requirements
  • Experience in delivering exceptional customer service ideally in financial services, retail or hospitality
  • Excellent communication skills & the ability to articulate financial terms in a clear way
  • The ability to ask questions, find solutions, act with integrity and place the customer at the centre of everything you do
  • Ability to work in retail environment that's busy and commercially driven
What We Offer

With us, you'll help customers make informed financial decisions to achieve their goals. We're interested in hearing from people who have a genuine interest in building a career with us.

Aboriginal & / or Torres Strait Islander people encouraged to apply. If this role matches your experience and career goals, please apply today.

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