Banking Expert

7 days ago


Melbourne, Victoria, Australia beBeeService Full time $66,000 - $86,000
Job Opportunity: Banking ExpertWe are seeking an experienced banking professional to join our team. As a valued member, you will provide exceptional service to our clients, supporting the Branch Manager in developing new business and delivering outstanding results.
  • Key Responsibilities:
  • Support the Branch Manager in achieving business objectives
  • Develop strong relationships with clients to identify their needs and offer tailored solutions
  • Process memberships, accounts, and changes to client records efficiently
  • Conduct appointments to discuss client needs and offer relevant products/services
  • Build referral networks through excellent customer service
  • Cross-sell products/services through needs-based conversations
  • Maintain knowledge of our products and services to deliver expert advice
  • Achieve individual and department targets by working collaboratively as part of a high-performing team
Requirements:
  • Proven experience in retail banking and lending, particularly in sales and cash handling
  • RG146 Tier 2 certification or willingness to complete in-house training
  • Knowledge of financial services regulatory framework and compliance standards
  • Customer-centric attitude and passion for delivering exceptional service
  • Attention to detail and commitment to accuracy
  • Passion for career growth, teamwork, continuous improvement, and initiative
Benefits:
  • Comprehensive training and development opportunities
  • Collaborative and dynamic work environment
  • Rotating roster between 8:30am and 5pm

This role requires a customer-focused professional who is passionate about delivering exceptional service and driving business success.


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