
Achieve Financial Success
1 week ago
The Customer Success Specialist role involves building strong relationships with customers to help them achieve their financial goals.
Key Responsibilities:- Engage proactively with customers to understand their needs and provide tailored solutions
- Utilise product knowledge to assist customers in making informed decisions about their finances
- Refer customers to specialist teams as needed, providing seamless support throughout their journey
This is a full-time, customer-facing role that combines sales and relationship-building skills with accountability for delivering exceptional customer experiences.
Requirements:- Strong customer service skills and ability to build trust with customers
- Experience in a customer-facing or phone-based sales role, with a proven track record of meeting performance targets
- Resilience, tenacity, and adaptability in a fast-paced environment
- Ability to work comfortably with numbers and navigate multiple systems
No prior banking experience? No problem. Our comprehensive training program will equip you with the skills and knowledge needed to succeed in this role.
Why Work With Us:- Opportunities for career growth and development
- A range of leave options, including culture, lifestyle, and wellbeing leave
- Tailored learning and development opportunities to support your success
- Opportunities to participate in volunteering and community initiatives
We are committed to creating an inclusive community and provide support for veterans, Indigenous Australians, and neurodiverse individuals. If you need adjustments during the recruitment process, learn more on our accessibility page.
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