Seeking Experienced Financial Assistant

1 week ago


Sydney, New South Wales, Australia beBeeFinancial Full time $95,000 - $115,000
Financial Assistance Specialist

The role of a Financial Assistance Specialist is to provide expert support to clients in moments of financial hardship.

About the Role
  • Evaluate and assess client applications for financial assistance, ensuring timely and personalized support.
  • Analyse client situations comprehensively and develop tailored financial solutions.
  • Negotiate with clients or their representatives on complex issues via various communication channels.
Key Responsibilities
  1. Evaluate client applications and make informed decisions on financial assistance.
  2. Assess client situations and develop suitable financial remedies.
  3. Engage with clients and negotiate financial arrangements.
  4. Maintain accurate records of client interactions and resolutions.
Required Skills and Qualifications
  • Tertiary qualification in Administration, Business or similar is desirable.
  • Prior experience in Collections/Hardship within the banking & financial services industry.
  • Strong customer focus and ability to deliver quality outcomes.
  • Highly developed interpersonal skills and relationship development skills.
Benefits
  • Support the investigation and resolution of client complaints as needed.
  • Efficient time management and multitasking skills are essential.
  • Prior experience in a Financial Services / contact centre environment is an advantage.

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