
Financial Solutions Specialist
1 week ago
We are seeking a dedicated and customer-focused professional to join our team as a Personal Banking Advisor. In this role, you will be responsible for providing exceptional service to our customers, helping them navigate their financial needs and goals.
This is an excellent opportunity for someone who is passionate about building strong relationships with clients and delivering tailored solutions that meet their unique requirements.
Key Responsibilities- Provide high-quality customer service, responding to inquiries and resolving issues in a timely and professional manner
- Assist customers with everyday banking needs, such as account management and transaction processing
- Analyze customer data to identify opportunities for growth and suggest relevant products or services
To succeed in this role, you will need:
- Excellent communication and interpersonal skills
- A customer-centric approach and ability to build rapport with clients
- Strong analytical and problem-solving skills
- Familiarity with financial products and services, including banking and investments
We offer a range of benefits to support your career growth and well-being, including:
- Ongoing training and development opportunities to enhance your skills and knowledge
- A collaborative and supportive work environment
- Competitive remuneration package
We value diversity and flexibility, and are committed to creating an inclusive and dynamic workplace culture. Our team is passionate about making a positive impact on the lives of our customers, and we are excited to welcome like-minded individuals to join us on this journey.
-
Financial Solutions Specialist
1 week ago
Perth, Western Australia beBeeSustainability Full time $150,000 - $200,000Financial Solutions SpecialistWe are seeking a highly skilled Financial Solutions Specialist to join our project team in delivering an SAP to ERP program for a leading water services provider.The successful candidate will be responsible for designing and implementing financial solutions that meet the client's needs, including high-level Chart of Accounts...
-
Financial Solutions Specialist
5 days ago
Perth, Western Australia beBeeCareer Full time $90,000 - $120,000**Job Title:** Financial Solutions SpecialistWe are seeking a skilled and experienced professional to join our team as a Financial Solutions Specialist. In this role, you will be responsible for providing exceptional customer service and support while helping customers achieve their financial goals.**Key Responsibilities:Build strong relationships with...
-
Financial Solutions Advisor
1 week ago
Perth, Western Australia beBeeCustomer Full time $63,000 - $78,000Customer Banking Specialist RoleWe are seeking a professional to join our team for a part-time opportunity.The ideal candidate will have in-depth conversations with every customer about their overall banking needs, including Home Loans and Business Banking.Conduct Financial Health Checks to assess customers' financial needs.Provide options for the customer...
-
Financial Solutions Specialist
7 days ago
Perth, Western Australia beBeeBusiness Full time $60,000 - $85,000Job OpportunityDevelop strong customer relationships and drive business growth by delivering tailored solutions.You will perform credit analysis, financial modelling, and interpretation of customer financial information. This involves working closely with colleagues to deliver superior customer service by managing the end-to-end lending process.You will...
-
Financial Solutions Specialist
1 week ago
Perth, Western Australia beBeeWealth Full time $150,000 - $200,000We are seeking a skilled professional to develop and execute tailored solutions for high-net-worth individuals with significant investable assets.About the RoleEstablish and maintain relationships with high-net-worth prospective clients to evaluate their financial goals and provide bespoke wealth management solutions.ResponsibilitiesContact leads generated...
-
Financial Solutions Specialist
1 week ago
Perth, Western Australia Bebeeinvestment Full timeWe're seeking a seasoned investment professional to join our team in delivering exceptional financial solutions to high-net-worth clients.Key ResponsibilitiesPresents and positions the investment proposition to clients across multiple asset classes, including fixed-income solutions, direct and managed equities, property, structured solutions, and...
-
Financial Solutions Specialist
1 week ago
Perth, Western Australia beBeeInvestment Full time $150,000 - $220,000We're seeking a seasoned investment professional to join our team in delivering exceptional financial solutions to high-net-worth clients.Key ResponsibilitiesPresents and positions the investment proposition to clients across multiple asset classes, including fixed-income solutions, direct and managed equities, property, structured solutions, and...
-
Solutions Architect for Financial Management
1 week ago
Perth, Western Australia beBeeFinance Full time $96,307 - $136,891Financial Systems SpecialistDeliver world-class financial management solutions that empower schools to thrive.Finance Consultant - School Finance Systems: Level 5Senior Finance Consultant - School Finance Systems: Level 6Finance Training Officer - School Finance Systems: Level 6Principal Consultant - School Finance Systems: Level 7Key responsibilities...
-
Financial Solutions Specialist
1 week ago
Perth, Western Australia beBeeCustomer Full time $90,000 - $120,000We are seeking a Personal Banking Advisor to join our team in Western Australia. This is a full-time permanent opportunity where you will work with the local community, providing customer service and expert financial advice.About the Role:This role involves building strong relationships with customers to understand their banking needs and provide tailored...
-
Financial Solutions Specialist
1 week ago
Perth, Western Australia beBeeClient Full time $52,000 - $65,000Job OverviewAs a Client Services Manager/Mortgage Broking Assistant, you will play a pivotal role in providing exceptional customer service and facilitating loan processing.This dynamic position combines the thrill of working with clients with the challenge of navigating complex financial solutions.Our team fosters a culture of innovation and collaboration,...