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Financial Relationship Specialist

2 weeks ago


Sydney, New South Wales, Australia beBeeFinancial Full time $80,000 - $120,000
Personal Banker Role

As a Personal Banker, you will play a pivotal role in engaging with customers to understand their financial needs and goals.

">Key Responsibilities
  • Proactively engage with customers to uncover their financial requirements.
  • Utilize expert product knowledge to provide tailored solutions.
  • Refer customers to specialist teams as needed.
  • Coach customers on digital banking offerings.

This sales and customer service role requires strong interpersonal skills, resilience, and the ability to adapt to diverse customer needs.

">Requirements
  • Banking experience is beneficial but not essential.
  • Strong customer-facing and phone-based sales skills.
  • Resilience, tenacity, and flexibility.
  • Ability to achieve performance KPIs and deliver exceptional customer service.
  • Comfortable working with numbers and navigating multiple systems.

No prior banking experience? Not a problem. We offer comprehensive training and support to ensure your success.

">Why Join Us?
  • We're committed to empowering our customers and creating a supportive community.
  • A variety of benefits, including leave options and discounts from top brands.
  • Tailored learning and development opportunities.
  • Lots of opportunities to give back to the community.

Create your future today by joining our team.

">Job Details
  • Seniority level: Not Applicable.
  • Employment type: Full-time.
  • Job function: Sales, Business Development, and Education.
  • Industries: Banking, Financial Services, and Investment Banking.