Financial Services Professional

2 days ago

Parramatta Park, Queensland, Australia beBeeCustomer Full time $100,000 - $130,000

As a Financial Service Specialist, you will work closely with customers to understand their financial goals and provide tailored solutions to help them achieve success. Your excellent communication skills and product knowledge will enable you to build strong relationships and deliver exceptional customer service.

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Key Responsibilities:

  • Engage with customers in-person and over the phone to identify their financial needs
  • Utilize your product knowledge to provide personalized recommendations and solutions
  • Refer customers to specialist teams as necessary, such as Home Loans and Business Banking
  • Coach customers on digital banking offerings and provide support to ensure seamless transitions

Required Skills and Qualifications:

  • High-performer energy and ability to gauge and nurture strong customer relationships
  • Strong experience in a customer-facing / phone-based sales role
  • Resilience, tenacity, and ability to flex in a dynamic environment
  • Proven experience of achieving performance KPIs with an uncompromising commitment to delivering exceptional customer service

Benefits:

  • Comprehensive training on banking products and services
  • Supportive team environment with hands-on guidance and resources
  • Opportunities for career growth and advancement within the organization
  • Competitive compensation and benefits package

Why Join Us?

  • Be part of a dynamic team dedicated to empowering customers to make the most of their money
  • Contribute to a culture of innovation and excellence
  • Enjoy a range of benefits and perks designed to enhance work-life balance and overall well-being

This is a rewarding and challenging role that requires a unique blend of sales and customer service skills. If you are passionate about helping customers achieve their financial goals and thrive in a fast-paced environment, we encourage you to apply.

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