Financial Services Consultant

3 days ago

Gold Coast, Queensland, Australia beBeeRelationship Full time $80,000 - $120,000
Job Overview

We are seeking a skilled Customer Service Professional to join our team as a Relationship Specialist. This role will be the primary point of contact for customers, providing exceptional service and support to meet their financial needs.

About the Role

As the first point of contact in the branch, you will undertake transaction activities, educate customers on digital banking solutions, and conduct needs-based conversations to generate opportunities in personal banking and lending.

This is an excellent opportunity for a career-minded individual with experience in customer service and a passion for banking to develop their skills and knowledge.

Key Responsibilities
  • Provide exceptional customer service and support to meet customers' financial needs
  • Undertake transaction activities and educate customers on digital banking solutions
  • Conduct needs-based conversations to generate opportunities in personal banking and lending
  • Build strong relationships with customers and colleagues to achieve business goals
Requirements

To be successful in this role, you will need:

  • Exceptional communication and relationship-building skills
  • Experience in customer service, preferably in the banking industry
  • A passion for delivering exceptional customer experiences
  • Ability to work in a dynamic team environment
Benefits

We offer a range of benefits to support your physical, emotional, and financial well-being, including:

  • Flexible working arrangements
  • Discounted financial products
  • Salary sacrificing options
  • Paid parental leave with no minimum
  • Employee Assistance Program (EAP)
About Us

Our organisation is committed to diversity and inclusivity, creating a workplace that values and leverages difference to drive social capital through banking. We welcome applications from candidates who share our vision and values.

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