Financial Services Specialist

5 days ago


Brisbane, Queensland, Australia beBeeCustomer Full time $80,000 - $130,000

Create a rewarding career as a specialist in customer-facing banking

Our senior roles within the branch network see you proactively engage with customers to uncover their financial needs.

You will utilise your expertise in our suite of banking products to assist customers in achieving their financial goals by recommending the most appropriate products for their individual needs.

This role blends sales and customer service, holding accountability for sales and referral targets - all with an uncompromising commitment to empowering our customers to make the most of their money.

Key responsibilities include:

  • Providing exceptional customer service to meet and exceed customer expectations
  • Utilising your knowledge of our banking products to recommend solutions that meet customers' financial needs
  • Working collaboratively with colleagues to achieve sales and referral targets
  • Building strong relationships with customers to drive loyalty and retention

This is a full-time, branch-based role with regular hours from Monday to Friday.

We're passionate about becoming our customers #1 banking partner for life and we're looking for people who are committed to helping us achieve that goal.

In return, we offer a range of benefits including:

  • Special offers on banking products and discounts from top brands
  • A variety of leave options including culture, lifestyle and wellbeing leave
  • Tailored learning and development opportunities to help you grow your career
  • Lots of opportunities to give back to the community through volunteering initiatives

We welcome everyone - no matter your age, gender, background or abilities. We also provide additional support to welcome our veterans, Indigenous Australians and neurodiverse community.



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