Financial Services Expert

6 days ago


Adelaide, South Australia beBeeFinance Full time $95,000 - $110,000

Job Summary

We are seeking an accomplished Finance Professional to excel in a dynamic environment. In this role, you will be responsible for efficiently processing customer inquiries and applications while delivering exceptional service and communication.

Main Responsibilities:

  • Respond promptly to customer inquiries and address their needs with professionalism
  • Engage with customers over the phone to understand their requirements and provide tailored solutions
  • Analyze credit applications submitted for creditworthiness and recommend suitable lenders
  • Identify opportunities to sell finance and insurance products within regulatory guidelines
  • Maintain high standards of professionalism with clients, lenders, insurers, and colleagues
  • Provide expert advice on insurance products that may benefit clients
  • Achieve key performance indicators for daily productivity

Requirements:

  • At least 12 months experience in commercial or asset finance
  • National Police Certificate satisfactory to employers

Skill Level: Associate

Employment Type: Full-time

Job Function: Customer Service and Finance



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