Financial Services Representative

6 days ago


Cleveland, Queensland, Australia beBeeFinancial Full time $55,872 - $96,843
Job Title: Financial Services Representative

This role offers an exciting opportunity to develop a deep understanding of the insurance industry and its complexities. As a Financial Services Representative, you will be the key contact for our customers, fostering relationships built on trust, expertise, and exceptional customer service.

Key Responsibilities
  • Gain in-depth knowledge of financial products to deliver outstanding customer experiences.
  • Promote team success by cultivating a culture of collaboration and inclusivity.
  • Manage financial transactions, including receivables, reconciliations, payment plans, and disputes.
  • Communicate effectively with internal and external stakeholders via phone or chat.
  • Identify customer needs, clarify information, research issues, and provide tailored solutions or alternatives.
  • Achieve individual and team performance targets.
  • Maintain high customer satisfaction ratings based on established criteria.
  • Effectively communicate on inbound and outbound calls.
Requirements
  • 2-3 years of experience in a financial transaction role.
  • Excellent attention to detail, accuracy, and communication skills.
  • Strong time management skills.
  • Ability to adapt communication style to suit diverse audiences.
  • Resourceful and flexible in a dynamic environment.
  • Self-motivated and able to work independently.


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