Financial Wellbeing Expert

2 weeks ago

Lake Grace, Australia beBeeRelationship Full time $90,000 - $110,000
Job Description

As a Customer Banking Specialist, you will play a vital role in enhancing the financial wellbeing of our customers.

You will join one of our multi-channel branches, where you will assist customers with general banking transactions, answer questions and queries, and build personal connections through meaningful conversations face-to-face and through direct channels.

  • Assist customers with general banking transactions, answering questions and queries
  • Build a personal connection with customers through meaningful conversations face-to-face and through our direct channels
  • Work with customers to use our in-branch technology and digital banking options
  • Complete financial health checks to assess customers' financial needs
  • Process applications for personal loans, credit cards and associated products
  • Use tools to capture customer feedback and take action to correct any service breaks to drive improvement
  • Be provided with continuous training and development to support your career aspirations

Key Skills:

  • Problem solving attitude and curiosity in finding the right solutions
  • Open approach to learning new things and goal-oriented
  • Ability to work collaboratively as a team to deliver a seamless customer experience

In this role, you will have the opportunity to make a real impact on people's lives. You will be working directly with customers to understand their financial goals and provide tailored solutions to help them achieve success.

We are looking for someone who is passionate about delivering excellent customer service and has a strong desire to learn and grow with our company.

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