
Exceptional Customer Experience Specialist
4 days ago
Financial Services Professional
We are seeking a dedicated and passionate individual to join our team in Western Australia, delivering exceptional banking experiences to customers across various life stages.
Your Role:
As a Financial Services Specialist, you will:
- Build long-term relationships with customers by understanding their financial needs and goals, providing tailored solutions through Home Loans, Business Banking, and Financial Advice.
- Conduct comprehensive Financial Health Checks to assess customers' financial well-being and identify areas for improvement.
- Educate and demonstrate in-branch technology and digital banking options to empower customers with informed decisions.
- Collaborate with colleagues to resolve complex issues, championing sound financial practices and risk-adverse culture.
Requirements:
- Proven experience delivering exceptional customer service in financial services, retail, or hospitality.
- Excellent communication skills and ability to articulate financial terms clearly.
- Strong problem-solving skills, integrity, and a customer-centric approach.
- Ability to work in a fast-paced environment, prioritizing customers' needs while maintaining a big-picture perspective.
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