Financial Solutions Advisor

2 weeks ago


Epping, Australia Credit Union Australia Full time

About the Role

 

We are a customer-focused organization dedicated to helping Australians achieve their financial goals. Our Financial Solutions Advisor role is critical in supporting this mission.

 

As a Financial Solutions Advisor based in our Epping branch, you will serve as the primary point of contact for customers and their retail banking needs. This sales role involves more than just processing transactions and inquiries; you will be challenged daily to generate leads, deliver sales and lending results, and help customers meet their financial objectives through our value-added savings, insurance, and personal lending products.

 

To excel in this permanent full-time role, you must demonstrate a passion for:

  • Learning new products, services, and ways of working
  • Challenging yourself to exceed customer expectations with each interaction
  • Building connections within your local community
  • Helping customers solve problems by matching products and solutions to their needs
  • Driving results that support customers' financial and lifestyle goals
  • Adhering strictly to policies and regulations to protect customers

 

Benefits

 

We recognize the importance of investing in our team's growth and well-being. Our commitment includes awesome incentive programs, comprehensive training and career development opportunities, discounts on financial and insurance products, options for health and wellness, unique leave arrangements, and more.

 

We also believe in recognizing and rewarding outstanding contributions. From Employee Appreciation Day and Values Awards to eCards acknowledging individual and team achievements, we strive to create a positive work environment where everyone feels valued and respected.

 

Earning an estimated $70,000 - $90,000 per year, our Financial Solutions Advisors play a pivotal role in driving business success while making a meaningful impact on customers' lives. If you share our passion for delivering exceptional service and achieving remarkable results, let's discuss how you can join our team.



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