Financial Services Representative

5 days ago


Brisbane, Queensland, Australia beBeeService Full time $70,000 - $95,000

Job Description:

We are seeking a skilled Financial Services Representative to join our team. This is a permanent full-time position where you will work with the local community, providing exceptional customer service and helping individuals achieve their financial goals.

In this role, you will understand the unique needs and circumstances of our customers, delivering tailored solutions that provide clear value. You will also use your business skills to identify new leads across various product lines, including wealth management, insurance, home loans, and small business lending.

To be successful in this position, you will require experience in customer service, a proven track record of meeting sales targets, and excellent communication skills. You will work collaboratively as part of a team environment, fostering great relationships and exceeding customer expectations.

Benefits:

- Paid volunteer leave or secondments

- Generous parental leave for nominated primary and support carers

Other:

- Online learning and training opportunities

- Career planning tools available

You will need to communicate clearly and confidently with our customers, providing a high level of service that exceeds their expectations. As part of our team, you will contribute to creating a supportive environment where everyone can thrive and help us achieve our purpose of creating better futures together.



  • Brisbane, Queensland, Australia beBeeBanking Full time $93,432 - $114,640

    Job Title: Financial Services RepresentativeWe are seeking a skilled and customer-focused individual to join our team as a Financial Services Representative.Key Responsibilities:Deliver results-driven solutions for customers, focusing on their financial goals and objectives.Educate customers on digital literacy and online banking needs, ensuring they have...


  • Brisbane, Queensland, Australia beBeeCustomerService Full time $70,530 - $99,842

    Job Title: Financial Services RepresentativeWe are seeking an experienced Financial Services Representative to join our team in Maroochydore. As a key member of our branch, you will be responsible for delivering exceptional customer service and providing tailored financial solutions to meet the needs of our customers.In this role, you will have the...


  • Brisbane, Queensland, Australia beBeeCustomer Full time $60,000 - $80,000

    We are seeking an experienced customer service professional to join our team as a Financial Services Representative. As a key member of our branch, you will play a vital role in helping our customers achieve their financial goals.About YouWe are looking for someone with extensive experience in customer service or sales, who is confident in talking to...


  • Brisbane, Queensland, Australia Amtrust Financial Services, Inc. Full time

    Accounts Receivable Representative II at AmTrust Financial Services, Inc.OverviewAre you intrigued by exploring the ways that insurance can help business' flourish?As an Accounts Receivable Representative, you are the human connection to AmTrust Financial: energic, thoughtful, and professional.You will answer questions about our products and services,...


  • Brisbane, Queensland, Australia beBeeCustomerService Full time $53,000 - $59,000

    At our organisation, we're committed to delivering exceptional customer experiences and helping people achieve their financial goals.We're seeking a skilled Financial Services Representative to join our team. In this role, you'll be responsible for building strong relationships with customers, providing tailored solutions to meet their financial needs, and...


  • Brisbane, Queensland, Australia beBeeCustomerService Full time $71,150 - $78,951

    Job DescriptionWe are seeking an experienced Financial Services Representative to join our team in Brisbane. As a key member of our customer service team, you will be responsible for delivering exceptional customer experiences by providing efficient solutions and responses to customer enquiries.You will handle everyday banking enquiries, account openings,...


  • Brisbane, Queensland, Australia beBeeCustomerService Full time $60,000 - $70,000

    As a customer-facing representative, you will play a vital role in shaping the branch's reputation and delivering exceptional service to our valued customers.The successful candidate will be highly skilled in providing tailored solutions to meet individual financial goals, while promoting the bank's products and services with confidence. To excel in this...


  • Brisbane, Queensland, Australia beBeeCustomer Full time $53,000 - $86,000

    Key Customer Service RoleWe are seeking an experienced banking professional to join our team in the Brisbane South Area. As a key member of our Retail Banking Services (RBS) team, you will be responsible for providing excellent customer service and support to customers across various branches in the area.Engage with customers to understand their financial...


  • Brisbane, Queensland, Australia beBeeCustomer Full time $60,000 - $100,000

    Job DescriptionWe are seeking an experienced professional to fill a Customer Banking Specialist Relief position. In this role, you will provide exceptional customer service, handle customer inquiries, and process applications for credit products.You will work with customers to understand their financial needs, provide solutions, and educate them on our...


  • Brisbane, Queensland, Australia beBeeCustomer Full time $70,000 - $90,000

    Customer Service Position OverviewThis role focuses on delivering exceptional customer service and helping customers explore their financial needs.Key ResponsibilitiesProvide excellent customer service by identifying and supporting customers to achieve their financial goals.Undertake transactions for customers and educate them on using digital banking...