Financial Institution Representative

3 days ago

Melbourne, Victoria, Australia beBeeCustomerService Full time $60,000 - $80,000
Customer Service Representative

We're a progressive financial institution seeking an experienced Customer Service Representative to lead our customer-facing operations.

This role involves delivering exceptional customer experiences through expert transaction management, product recommendations, and goal-oriented guidance. You'll be the face of our branch, fostering strong relationships with customers and embodying our unique philosophy.

Main Responsibilities:

  • Provide personalized support to customers
  • Manage transactions efficiently and accurately
  • Recommend relevant products and services
  • Assist customers in achieving their financial objectives

Necessary Skills and Qualifications:

  • Proven track record in customer-facing environments
  • Demonstrated ability to achieve consistent sales results
  • Excellent communication and interpersonal skills
  • Passion for understanding and sharing what sets us apart

Benefits and Opportunities:

  • Ongoing training and development programs
  • A supportive team environment
  • The chance to make a meaningful impact on customers' lives

  • Senior Executive

    2 weeks ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $180,000 - $210,000

    National Financial Institutions LeaderThis is a senior leadership role responsible for shaping and driving the strategic direction of the Financial Institutions portfolio.Key Responsibilities:Develop and embed business strategy, including cross-sell initiatives across solution lines.Identify and pursue new business opportunities, lead tender responses and...

  • Senior Financial Institutions Leader

    7 days ago

    Melbourne, Victoria, Australia Bebeefinancial Full time

    Job Role Overview:The National Head of Financial Institutions is a senior leadership position responsible for driving the strategic direction of the Financial Institutions & Professions portfolio across Australia.This role requires an experienced Financial Lines broker with exceptional leadership skills to drive growth by ensuring consistent and high-quality...

  • Senior Financial Institutions Leader

    1 week ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $180,000 - $200,000

    Job Role Overview:The National Head of Financial Institutions is a senior leadership position responsible for driving the strategic direction of the Financial Institutions & Professions portfolio across Australia.This role requires an experienced Financial Lines broker with exceptional leadership skills to drive growth by ensuring consistent and high-quality...

  • National Head of Financial Institutions

    2 weeks ago

    Melbourne, Victoria, Australia Aon Corporation Full time $150,000 - $200,000 per year

    Senior leadership role to lead our Financial Institutions and Professions division nationallyWork collaboratively across our broader Specialties Solutions segment to drive growth and deliver exceptional risk advisory and broking servicesPosition will suit an experienced Financial Lines broker with exemplary leadership skillsThis position offers the...

  • National Head of Financial Institutions

    3 weeks ago

    Melbourne, Victoria, Australia Aon Full time

    Senior leadership role to lead our Financial Institutions and Professions division nationallyWork collaboratively across our broader Specialties Solutions segment to drive growth and deliver exceptional risk advisory and broking servicesPosition will suit an experienced Financial Lines broker with exemplary leadership skillsRole can be based in Sydney or...

  • Chief Financial Institution Strategist

    2 weeks ago

    Melbourne, Victoria, Australia beBeeLeadership Full time $180,000 - $220,000

    Senior Leadership RoleJob DescriptionThis senior leadership position is responsible for overseeing Aon's Financial Institutions and Professions division nationally.Develop and embed the Financial Services Group business strategy, including cross-sell initiatives across solution lines.Identify and pursue new business opportunities, lead tender responses and...

  • Chief Risk Officer

    6 days ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $120,000 - $170,000

    Job Overview:The National Head of Financial Institutions leads the strategic direction for the Financial Institutions & Professions portfolio across Australia.This role requires a seasoned Financial Lines broker with exceptional leadership skills to drive growth by ensuring consistent and high-quality performance in retention, acquisition, and service...

  • National Head Of Financial Institutions

    1 week ago

    Melbourne, Victoria, Australia Aon Full time

    Senior leadership role to lead our Financial Institutions and Professions division nationallyWork collaboratively across our broader Specialties Solutions segment to drive growth and deliver exceptional risk advisory and broking servicesPosition will suit an experienced Financial Lines broker with exemplary leadership skillsRole can be based in Sydney or...

  • Associate, Financial Institutions

    7 days ago

    Melbourne, Victoria, Australia Mufg Bank, Ltd., Australia Full time

    **Do you want your voice heard and your actions to count?**Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 7th largest financial group in the world. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term...

  • Institutional Sales Manager

    7 days ago

    Melbourne, Victoria, Australia Crypto Full time

    OverviewDefine and build your institutional/high-net worth clientele in the fast-growing crypto and blockchain industry, where there are no limits to who your clients are (or could potentially be).You take ownership and lead in flexibly identifying and pitching institutional leads.Take pride in successes that could come in various shapes, from onboarding a...