Financial Services Specialist

1 week ago

Brisbane, Queensland, Australia beBeeCustomerFocused Full time $60,000 - $90,000
Job Description:

As a Personal Banking Advisor, you will play a pivotal role in helping customers achieve their financial goals. You will engage in high-quality conversations with customers on a daily basis, creating a seamless and stress-free experience for each individual you serve.

Your responsibilities will include:

  1. Welcome all customers into the branch, creating a warm and welcoming atmosphere
  2. Assist customers with transactional and savings banking needs
  3. Establish strong relationships with customers through active listening and empathy
  4. Provide personalized banking advice to suit each customer's situation and objectives
  5. Refer customers to our team of specialists when necessary
  6. Educate customers on new technologies to enhance their future financial management

In return for your hard work, you can expect a clear pathway for professional growth, competitive financial benefits, and a supportive team environment that fosters collaboration and mutual respect.

To be successful in this role, you will need:

  1. A strong background in face-to-face customer service, with experience handling cash transactions accurately and efficiently
  2. The ability to multitask in fast-paced environments
  3. Excellent communication and interpersonal skills to build strong relationships with customers from diverse backgrounds
  4. Comfortable exploring and identifying customer needs through effective questioning and active listening

  • Financial Services Specialist

    1 week ago

    Brisbane, Queensland, Australia beBeeCustomer Full time $45,000 - $75,000

    Job Title: Financial Services Specialist">We are seeking a highly skilled and customer-focused individual to join our team as a Financial Services Specialist.">About the Role:">This is a key customer-facing position where you will have quality conversations with customers on a day-to-day basis, creating a stress-free, seamless experience for each person you...

  • Financial Services Tax Specialist

    1 week ago

    Brisbane, Queensland, Australia beBeeTax Full time $150,000 - $200,000

    Financial Services Tax Specialist – An Exciting OpportunityAbout the Role:We are seeking a highly skilled Financial Services Tax Specialist to join our team. As a key member of our Financial Services Tax team, you will be responsible for delivering tax advisory and compliance services across a prestigious financial services client base.Your Key...

  • Financial Services Specialist

    1 week ago

    Brisbane, Queensland, Australia beBeeAccountant Full time $71,150 - $78,951

    Financial Services Specialist RoleOur organization seeks a Financial Services Specialist to join our team in Brisbane or Sydney. This role will provide critical support to the finance function by performing various tasks, such as accounts payable and receivable, travel and expense accounting, balance sheet reconciliation, and master data management.Key...

  • Financial Services Specialist

    2 weeks ago

    Brisbane, Queensland, Australia beBeeCustomerService Full time $80,000 - $120,000

    Financial Services SpecialistWe provide financial assistance to Queenslanders to improve their living standards through better financial management.Main Responsibilities:Customer Service Expertise: Deliver exceptional customer service by identifying customer needs, resolving issues, and promoting relevant financial products.Skillful Conversations: Engage in...

  • Specialist Veterinary Nurse

    6 days ago

    Brisbane, Queensland, Australia Veterinary Specialist Services Full time $104,000 - $130,878 per year

    Specialist Veterinary Nurse - JindaleeRotating RoleThe VSS Jindalee nursing team is continuing to grow, come join our compassionate and dedicated professionals in delivering gold-standard patient careApply todayThe role:The role is a casual position initially with the opportunity to move to a permanent role.In this role you will provide specialised...

  • Customer Specialist

    2 weeks ago

    Brisbane, Queensland, Australia Latitude Financial Services Full time $90,000 - $120,000 per year

    At Latitude, we make it possible – for our customers, our communities, and our people. We believe in creating opportunities that truly matter, helping you thrive both professionally and personally. That's why we offer benefits that make a real difference in your life.We make it possible…to spend more time with your loved ones – with an extra week of...

  • Financial Services Specialist

    6 days ago

    Brisbane, Queensland, Australia beBeeCustomer Full time $80,000 - $130,000

    Create a rewarding career as a specialist in customer-facing bankingOur senior roles within the branch network see you proactively engage with customers to uncover their financial needs.You will utilise your expertise in our suite of banking products to assist customers in achieving their financial goals by recommending the most appropriate products for...

  • Financial Services Expert

    1 week ago

    Brisbane, Queensland, Australia beBeeFinance Full time $120,000 - $150,000

    Job Overview We are seeking a highly skilled Finance Specialist to provide expert guidance on financial products and services. The ideal candidate will have extensive knowledge of financial regulations and compliance standards, as well as experience in conducting thorough financial assessments.The successful applicant will be responsible for evaluating...

  • Financial Planning Assistant

    7 days ago

    Brisbane, Queensland, Australia Insignia Financial Full time

    Financial Planning Assistant**The opportunity**As a Financial Planning Assistant with Shadforth on a 12 month fixed-term contract, you'll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing, scheduling...

  • Financial Adviser

    2 weeks ago

    Brisbane, Queensland, Australia Virtual Financial Group Full time $80,000 - $120,000 per year

    About the role Join the growing team at Virtual Financial Group Pty Ltd as a Financial Adviser based in our Brisbane CBD office. As a Financial Adviser, you will play a key role in providing strategic financial advice to our clients, helping them achieve their financial goals. This is a full-time, permanent position located in our centrally located Brisbane...