Financial Services Professional
2 weeks ago
We are seeking a skilled Financial Services Professional to join our team in the Geelong branch. This is an exciting opportunity to work with customers and help them achieve their financial goals.
About the RoleThis role will involve having in-depth conversations with customers to understand their banking needs, including home loans, business banking, and financial advice. You will also be responsible for supporting customers with account inquiries, maintaining accounts, and processing applications for credit products.
In addition, you will conduct financial health checks to assess customers' financial needs and identify any changes. Your ability to educate and demonstrate our in-branch technology and digital banking options to customers will be essential in providing exceptional customer service.
You will work collaboratively with colleagues to problem-solve and provide effective solutions while championing our risk-adverse culture.
Key Responsibilities- Deliver exceptional customer service to meet individual customer needs
- Provide expert advice on financial products and services
- Process applications for credit products
- Conduct financial health checks and provide recommendations for improvement
To be successful in this role, you will need:
- Experience in delivering exceptional customer service in a financial services environment
- Excellent communication and interpersonal skills
- The ability to articulate complex financial concepts in a clear and concise manner
- A genuine interest in building a career in financial services
We offer a competitive salary package, including:
- $60,000 - $80,000 per annum
- Ongoing training and development opportunities
- A collaborative and supportive work environment
- Access to industry leading technologies and tools
This role is based in our Geelong branch, but you may be required to travel to other branches as part of your role.
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