Expert Customer Solutions Specialist

1 day ago

Sydney, New South Wales, Australia beBeeConsultant Full time $100,000 - $130,000

Our goal is to deliver an exceptional customer experience by advising on appropriate products and services. We strive to provide seamless end-to-end solutions by combining customer-facing and control elements in the branch.

This role involves supporting the branch with non-centralized controls tasks, acting as a second approver, cash custodian, and control expert within the branch, while also mentoring Personal Banking Consultants.

The main responsibilities of this role include:

  • Performing account opening activities and managing complex multi-faceted queries
  • Being the branch's trust account expert and training and coaching Personal Banking Consultants
  • Introducing and promoting digital banking solutions to meet customer needs
  • Contributing to fulfilling customer needs by providing personal banking products and services with a customer-centric approach
  • Managing customer feedback and enquiries effectively via management of the branch's mailbox
  • Daily maintenance and reconciliation of system audit reports
  • Supporting cash custodian under dual control
  • End-of-day account balancing

Requirements for success in this role include:

  • Minimum 12 months' previous experience as Personal Banker or Customer Service Officer with a proven track record in customer excellence gained in banking, sales, hospitality, or retail
  • A keen focus on customer service, professionalism, and knowledge of frontline controls is critical
  • Exceptional communication skills and ability to build and maintain strong relationships
  • Clear understanding of how value is created within the Premier segment, both for customers and the bank
  • Intermediate to advanced knowledge of banking procedures and systems
  • The desire to develop financial expertise and grow your career
  • Ability to understand and provide solutions tailored to meet individual customer needs
  • A proven ability to multitask and demonstrate strong attention to detail

At our organization, we value different perspectives, collaboration across boundaries, taking responsibility, holding ourselves accountable, and getting things done. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow in an inclusive environment.

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