Customer Financial Advisor

6 days ago


Brisbane, Queensland, Australia beBeeEmpathy Full time $60,000 - $90,000

About this role:

As a key advisor in financial management, you will play a pivotal part in empowering individuals to navigate their financial affairs.

You will be the primary point of contact for customers requiring assistance with their finances and their support networks, providing vital support through inbound calls, preparing internal and external correspondence, and completing administrative tasks.

Your main focus will be to understand and fulfill the needs of customers seeking financial support, using your knowledge, empathy, and professionalism.

You will engage with both internal and external stakeholders to achieve customer-focused outcomes, supporting staff in regional offices.

To excel in this role, you will need:

  • The ability to make quick evidence-based decisions
  • A proactive commitment to delivering high-quality customer service
  • A positive, empathetic attitude with a solution-focused approach
  • Maintenance of focus and optimism under pressure, ensuring steady performance
  • Proficiency in conflict resolution, negotiation, and influencing skills for effective de-escalation
  • Meticulous attention to detail, thriving in a dynamic environment
  • Competence in interpreting and applying legislation, policy, and procedures within delegated limits

Our organization offers a fulfilling role where your skills directly impact lives, a dynamic work environment with diverse responsibilities, opportunities for personal and professional growth, and a supportive culture prioritizing employee mental health and wellbeing.


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