Senior Financial Specialist

1 week ago


Cleveland, Queensland, Australia beBeeFinancial Full time $90,000 - $120,000
Job Overview

The primary goal of this role is to serve as the initial point of contact for clients, identifying their financial requirements and providing tailored solutions.


  • Collaborate with teams to offer clients comprehensive financial services, strategies, and solutions that cater to their unique needs and priorities.
  • Educate and train clients on utilizing self-service technologies to facilitate simple transactions.
  • Optimize the client experience by leveraging available resources, technologies, and processes while ensuring operational excellence and accuracy.
  • Maintain adherence to established procedures, laws, and guidelines when performing daily tasks such as account opening, maintenance, and Digital Assisted Shopping.
  • Manage client interactions by selecting the best course of action for the bank and its clients while complying with all regulatory requirements.

Key Responsibilities

This position requires a deep understanding of personal banking needs and the ability to provide expert guidance to clients. Key responsibilities include:


  • Developing strong relationships with clients through platform services.
  • Supporting clients with self-service or transactional activities.
  • Providing exceptional client care and ensuring a seamless experience.


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