Banking Financial Specialist

1 week ago


Melbourne, Victoria, Australia beBeeCustomer Full time $60,000 - $80,000

Delivering exceptional customer service in a banking environment is crucial for our success.

About This Role

This role involves providing customers with financial health checks, assessing their needs and identifying areas for improvement. You will also be responsible for delivering options to customers through education and demonstration of in-branch technology and digital banking options.

Key Responsibilities:
  • Conduct in-depth conversations with customers about their overall banking requirements
  • Complete thorough financial assessments to identify potential areas for growth
  • Provide clear and concise information about various banking options available to customers
  • Solve problems and provide effective solutions while upholding our risk management policies
Requirements:
  • Proven experience in delivering excellent customer service in a similar role
  • Excellent communication skills and ability to articulate complex financial terms clearly
  • Ability to ask the right questions, find solutions and act with integrity
  • Genuine interest in improving customers' financial wellbeing


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