Financial Wellbeing Advisor

6 hours ago

Ballarat, Victoria, Australia beBeeCustomer Full time $65,000 - $90,000
Customer Experience Specialist

We believe in delivering exceptional customer experiences through our team of bankers. As a Customer Experience Specialist, you will play a key role in helping customers achieve their financial goals by assisting them with everyday banking and asking insightful questions to better understand their needs.

Key Responsibilities:

  • Welcoming customers into the branch and creating a positive first impression
  • Providing general banking information and offering advice on various products and services
  • Building strong relationships with customers and identifying opportunities to improve their financial well-being
  • Referring customers to specialists when required and educating them on new technologies

What You'll Get:

In return, you can expect a rewarding career path with opportunities for growth and development. You will be part of a supportive team that values diversity and flexibility, and where everyone belongs.

Requirements:

  • Strong background in face-to-face customer service with experience handling cash and transactions efficiently
  • Able to multitask in busy environments and build relationships with customers from diverse backgrounds
  • Comfortable exploring and identifying customer needs through effective questioning and proactive communication
  • Sales or banking experience is highly desirable, but we believe in developing skills through training and mentorship

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