Personal Financial Advisor

8 hours ago

Maitland, New South Wales, Australia beBeeCustomer Full time $87,910 - $121,110
Financial Services Associate

Elevate customer financial well-being by delivering tailored banking solutions in a fast-paced branch environment.

  • Cultivate strong relationships with customers to understand their financial objectives and provide expert guidance.
  • Identify opportunities to refer customers to specialist teams for complex needs, ensuring seamless service delivery.
  • Empower customers to enhance their financial management skills through digital banking offerings and personalized advice.
  • Achieve sales targets while maintaining exceptional customer service standards, meeting key performance indicators (KPIs).
About the Role
  • No prior banking experience is required; focus on developing high-performer energy and building strong customer connections.
  • Proven success in customer-facing or phone-based sales roles is essential.
  • Demonstrate resilience, adaptability, and ability to navigate diverse customer interactions with confidence.
  • Track record of achieving KPIs with a strong emphasis on delivering outstanding customer service.
Why Join Our Team?
  • Enjoy competitive offers on banking products and exclusive discounts from top brands.
  • Select from various leave options, including culture, lifestyle, and wellbeing leave.
  • Pursue tailored learning and development opportunities to drive career growth.

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