
Financial Services Relationship Manager
4 days ago
About this Role
We are seeking a seasoned customer service professional to fill the position of Relationship Manager. The successful candidate will be responsible for providing outstanding customer service and building long-lasting relationships with clients.
Your key responsibilities will include:
- Identifying and supporting customers to explore their current and future financial needs
- Offering relevant financial products and services
- Facilitating referrals to specialist teams where required
- Developing customer relationships through regular contact and proactive lead management
About You
To be successful in this role, you will need to have:
- Excellent customer service experience, preferably from the banking industry
- The drive to build positive customer experiences and long-lasting relationships
- A 'can do' approach to all aspects of your role
- The ability to learn and confidently use technical financial systems
About Our Business
We provide a genuine alternative to traditional Australian financial services. We value diversity and inclusivity, and are committed to creating a workspace that reflects the communities we serve. Our goal is to deliver exceptional customer experiences and establish ourselves as leaders in the industry.
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