Financial Services Consultant
4 days ago
About Us
We're a leading financial institution, part of the ANZ Group, dedicated to supporting the financial wellbeing of our customers. Our culture of purpose and belonging fosters exceptional growth opportunities for our team members.
About the Role
As a Banking Consultant, you'll assess customers' financial needs and provide tailored solutions to meet those needs. You'll work towards specific sales, service, and customer targets, addressing customers' transactional banking needs.
Key Responsibilities
- Generate opportunities for deposits and home lending using our agreed sales process.
- Provide recommendations to the Branch Manager for initiatives to improve sales performance.
- Assess customer needs through open and targeted communication, recommending appropriate options using our sales process.
- Provide accurate and timely service by processing over-the-counter transactions in an efficient and accurate manner.
- Actively promote and support customers in using alternative electronic distribution methods for conducting day-to-day banking.
- Support and demonstrate a risk management culture in line with our values.
- Proactively identify and escalate risks and issues related to your role responsibilities, captured as a service request in Ignite.
What We're Looking For
- Tertiary qualifications in business, commercial, or finance are desirable.
- Demonstrated experience in a retail customer sales and service environment.
- Strong analytical skills, with the ability to develop solutions and courses of action.
- Attention to detail, accurately checking and processing tasks.
- Change management skills, with the ability to recognize and support the need for change.
- Commercial acumen, with the ability to recognize and implement business strategies to drive profitable growth.
- Effective communication skills, with the ability to convey and explain information confidently and clearly.
Why Join Us?
We're committed to creating a workplace where people from all backgrounds, identities, and beliefs can thrive in an environment of inclusivity and mutual respect. We welcome applications from everyone and invite you to talk to us about any adjustments you may require to our recruitment process or the role itself.
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